How to add calendar availability

To share your calendar availability through FirstQuadrant, there are two main methods:

1. Add a scheduling link to team member settings

FirstQuadrant allows you to assign a scheduling link to each team member. This link will be automatically used whenever a scheduling opportunity arises with a prospect.

Steps to add a scheduling link:

1. Navigate to Settings > Workspace > Members
2. Select the respective team member
3. Add the scheduling link in the appropriate field

Alternative: Add scheduling links for each pipeline stage

You can also assign different scheduling links for each stage of your sales pipeline.

Steps to add a scheduling link in pipeline settings:

1. Navigate to Settings > Workspace > Pipeline
2. Select the relevant pipeline and stage
3. Add the specific scheduling link for that stage

2. Add a fine-tuning rule for “Knowledge”

You can define general availability by adding a fine-tuning rule in the “Knowledge” section. This allows FirstQuadrant to reference availability when scheduling meetings.

Example rule

“John Doe’s availability is any weekday between 9 AM and 5 PM PST.”

Important considerations

• FirstQuadrant will use this information when suggesting meeting times
• However, it does not recognize individual calendar blocks (e.g., personal appointments or meetings from external sources)
• Always verify the suggested time before finalizing a meeting to avoid conflicts

For more details on setting fine-tuning rules, refer to our Fine-Tuning article.