What are the key benefits of using Hoop's Calendars feature?
The Calendars feature streamlines the booking process, ensuring that prospects can easily schedule meetings while maintaining your control over availability. It completely eliminates the frustrating back-and-forth emails typically associated with setting up a meeting.
A major advantage is that AI handles preparation and follow-up, ensuring every meeting is productive and moves the deal forward. The system also logs all meeting details and outcomes directly into your CRM timeline, providing a complete history for your sales team.
How does the Calendar feature integrate with existing tools?
The Hoop Calendars feature offers seamless two-way synchronization with popular calendar services. This ensures your availability is always accurate in real-time, instantly blocking time slots when meetings are booked and preventing double-bookings across platforms.
Key integrations include:
- Google Calendar sync for up-to-date availability.
- Office 365 sync for enterprise environments.
- Native CRM logging of meetings, notes, and outcomes onto contact and deal timelines.
This integration capability means minimal disruption and immediate value upon setup.
Can I restrict meeting times and distribute bookings among a team?
Yes, the Hoop Calendars feature gives you significant control over your availability and how meetings are allocated across your team. You define specific rules to maintain a healthy schedule and ensure fairness in lead distribution.
Control features allow you to:
- Set working hours, buffers between meetings, and minimum notice windows.
- Use round-robin distribution to fairly assign meetings among sales representatives.
- Create group links for multi-rep demos or discovery calls, aligning multiple calendars instantly.
What pricing plans include access to the Calendars feature?
The Calendars (Meeting Scheduler) feature is available across multiple Hoop platform tiers to support teams of varying sizes and needs. This scalable approach ensures that both growing businesses and large enterprises can leverage automated scheduling.
The feature is included in the following tiers:
- Core Plan: Ideal for small teams needing essential scheduling and basic CRM logging.
- Pro Plan: Provides advanced features like team round-robin and more extensive reporting.
- Enterprise Plan: Offers full customization for complex booking flows and high-volume scheduling requirements.
This tiered availability ensures you only pay for the robust scheduling power you need.
How does the platform ensure I am fully prepared for scheduled meetings?
The Hoop platform utilizes AI to prepare you fully before every meeting, saving valuable time previously spent gathering information manually. This preparation step ensures you always have the necessary context to make the meeting effective.
Before a meeting, the AI automatically compiles a briefing package, including:
- Recent activity associated with the prospect or account.
- Key account details pulled from the CRM.
- Suggested talking points based on the meeting type and context.
Furthermore, the AI drafts tailored follow-ups and next steps immediately after the meeting, accelerating your deal flow.
How can I use qualification forms to route high-value prospects?
Hoop allows you to embed booking links anywhere, but you can also implement qualification forms to filter prospects before they see your availability. This ensures that only genuinely interested or high-priority contacts consume your valuable time.
The platform supports several scaling features:
- Embed booking links seamlessly on your website, in email signatures, or within chat tools.
- Use custom forms to collect essential information and qualify the prospect's needs.
- Automatically route high-value bookings that meet your criteria to senior representatives for specialized attention.