Taggg FAQ's

Taggg FAQ's

When is Early Access available?

Right now we are scheduled for a private beta release January 2021. Taggg will be released incrementally to early adopters and will then open up gradually for a public beta release, date TBD.

What is a BookNow⚡ Meeting?

The BookNow⚡ feature allows you to instantly book 1:1 or group meetings with contacts and teams by crosschecking all parties calendar availability and only displaying the available times to schedule a meeting. When a time is selected a meeting immediately gets scheduled on all parties calendars.

Note: In order to use the BookNow⚡ feature you must first be "connected" to the contact and set your availability that you would like to be crosschecked when finding an open time. All Teams automatically have the BookNow⚡associated with them.

What is a Group Meeting?

A Group Meeting is simply a meeting with 3 or more people.

Within Taggg there are 3 types of group meetings, 1:Many, Many:1 and Many:Many.

What is a 1:1 Meeting?

A 1:1 Meeting is a meeting between 2 people where the meeting organizer sends their calendar availability via a meeting link to the other attendee to select a time directly on their calendar.

Note: The difference between a 1:1 Meeting vs a BookNow⚡ Meeting with 2 people is that a 1:1 Meeting requires sending the other party a meeting link to select a meeting time. Where as a BookNow⚡ meeting is automatically booked between the 2 connected contacts without the need to share a meeting link.

What is an Internal Team Meeting?

Within Taggg you can form Teams with any group of contacts that you would like.

Scheduling an Internal Team Meeting simply means you will create a meeting directly with the members of this Team or multiple Teams. 

The easiest way to do this is with BookNow where everything get's scheduled instantly with the Team(s)!

What is a 1:Many Meeting?

In Taggg your internal team is represented with anything left of the colon. So in this case the "1" is you. 

With a 1:Many Meeting you are setting up a meeting to meet with 2 or more other parties. 

What is a Many:1 Meeting?

In Taggg your internal team is represented with anything left of the colon. So in this case the "Many" is you and your team while the "1" is a single outside person you are looking to schedule a  meeting with.

What is a Many:Many Meeting?

In Taggg your internal team is represented with anything left of the colon. So in this case the "Many" is you and your internal team while the "Many" on the right side of the colon represents 2 or more external people you are looking to meet with.

 

What is a Round Robin Scheduling Option?

The Round Robin scheduling option is often used for sales teams looking to rotate demo bookings between their team and is available for Many:1 or Many:Many meetings.

Your internal sales team of 2 or more people will rotate their calendar availability to be booked by the outside meeting party. It will continue rotate booking between your internal team members.

What is a First Available Scheduling Option?

The First Available scheduling option allows for your internal team to combine their shared availability. So, the external party looking to book a meeting with your team will see the union of available options in order to select a meeting time. This allows your team to show the most availability but only a single team member will be booked at a time. 

If there is two or more shared availability then it will revert to a Round Robin to book on the next appropriate team members calendar. 

What is a Shared Availability Scheduling Option?

The Shared Availability Scheduling options is an intersection of your internal meeting groups calendar availability. This means it will only show what is available on everyones calendar for a 3rd party person(s) to book with your group.

This is the most limiting availability but allows for all internal members to be booked for the meeting.

Saved Meetings vs One-time Meetings

Saved meetings are reusable meeting link that show under "Saved Links" in the main menu. Where as a One-time meeting is a single use link for that particular meeting.

What are Teams?

Teams give you a place to designate a group of contacts to schedule meetings with. Once you have a Team created and contacts have accepted their invites to become a part of the team you can use this Team to schedule Group Meetings or BookNow⚡ Meetings directly. 

NOTE: In order to schedule a BookNow⚡ Meeting with a Team all contacts must first be "connected" and have determined their availability for meetings to be scheduled with their calendar directly.

Understanding Account User Types

Within Taggg there is a single user type but each user can have specific permissions when connected to another person's Team or when invited to a meeting. 

Below are the user types and associated user permissions based on each possible scenario within a Taggg account:

Admins

There is technically only one user type within a Taggg account. Each user is their own account admin and as of now there is no other sub-user types.

Teams

Within Teams there are 3 types of permissions:

Team Admin

The creator of the Team is the Team Admin. By default they can create meetings for the team and manage the other team members ability to schedule meetings with the team.

Team Organizer

The Team Admin can designate a team member to be an Organizer. This gives this user the ability to also schedule meetings with this team. 

Team Attendee

A Team Attendee is simply a part of a Team but cannot schedule meetings with the team, however, Team Admins and Team Organizers can schedule meetings with Team Attendees.

Meeting Attendees

Meeting Attendees are users that have been invited to 1:1 or Group Meetings by an Admin.

What is the difference between Default Availability vs Global Availability

In Taggg you can determine your availability on an account level using your Default Availability or you can create custom availability specific to a scenario to be assigned to a Contact, Team or Meeting. 

Your Default Availability is your availability set within your account Settings and is used by default to determine your availability within Taggg.

With Global Availability you can create custom availability to be used for particular situations. For example, maybe you want a "Sales Availability" that opens your calendar for booking more demos, or maybe you have an "Early Morning Availability" for contacts that are in another time zone and you want to open your availability earlier than normal but only for certain people.

Once you have each of your custom Global Availability created, you can then assign it to a specific Contact, Team or Meeting. When designated these will overwrite your Default  Availability for that meeting scenario.