For executives with assistants (EAs), scheduling meetings on behalf of others can be a daunting task.
Meeting delegation allows one-click scheduling and enables linked users to schedule meetings on behalf of others via the Dialpad Meetings Google Calendar Add-on. This ensures that not only the correct meeting room link is provided every time, but also that the organizer can manage the meeting effectively. Furthermore, the EA can make changes to the meeting or agenda as needed.
Let's look at how Meeting Delegation works.
Who can use this
Meeting delegation is available for all users on a Dialpad Meetings Business plan or for Dialpad admins.
Delegate users
First things first, in order to schedule a meeting on behalf of someone else, the executive needs to add the EA to their account as a Delegate. Read through this Help Center article to learn more about this process if you have not yet connected the two users via Delegation.
Meeting delegation with Google Calendar
When an EA needs to schedule a meeting for their boss and their company uses Google Calendar, they simply open the Dialpad Meetings sidebar in Google Calendar. If the executive has added them as a Delegate, the EA can see both accounts under a new section called Schedule for.
Create a meeting in Google Calendar and ensure that Dialpad Meetings is selected for video conferencing (not Google Meet)
Once the meeting is on your calendar, select Edit
Select Dialpad Meetings from the Google Calendar sidebar
Select the dropdown menu under Schedule For and select the person you would like to schedule the meeting for (they will be the meeting organizer)
Select Save
The meeting will now be updated with the organizer's personal meeting room link, allowing them to access and update the event's details.
All Google Calendar features, such as passing meeting titles and meeting timer will work for the respective account.
To learn more about the Google Calendar integration, head to this Help Center article.
For more information on granting someone else access to your Google Calendar, please review this article.