Liquid UI - Documentation - 4.07 Calendly for SAP Users

4.07 Calendly for SAP Users


Calendly - an automated scheduling tool in LAMP for scheduling meetings with the Liquid UI team. Thus, eliminating the hassle of back-and-forth emails. Using Calendly, you can perform the following functions:

 
  1. Scheduling a demo meeting
  2. Rescheduling a demo meeting
  3. Canceling a demo meeting
 

How do I schedule a demo using Calendly?

You can schedule demos using Calendly in the following ways:

  1. If you have initiated the Buy Now process and spent more than five minutes on the Checkout/Review Invoice pages, an automatic pop-up will appear to help you proceed further, as shown below.
     
     
  2. Clicking the schedule meeting in the license details navigates to the Schedule a Demo Meeting window, as shown below.
     
     
  3. Upon clicking the Contact Us button located in the bottom right-hand corner of your page, a pop-up window will emerge to assist you in proceeding further, as shown below.
     
     
 

Scheduling a Demo meeting:

  1. To schedule a demo, click on the Schedule a demo meeting with us link that loads the Schedule a Demo Meeting window, which contains the following fields.
     
    • Name: Enter your name (in alphanumeric characters and spaces).
    • Email: Enter a valid email address.
    • Phone Number: Choose your country from the list and enter your phone number.
    • Date & Time: Choose the demo date and time using the calendar.
     

    In addition, there are three optional fields where the user can select their requests, as mentioned below

    • I want to discuss my scenario and simplify SAP
    • I want to get a DEMO
    • I want a free trial
     
     
  2. Upon entering the details, click Submit. If you have missed or entered the incorrect details, an error notification will appear. Then, update accordingly and resubmit the form.
     
     
  3. After submitting the request, you will receive a six-digit code (with five-minute validity) to verify your email, as shown in the image below.
     
     
  4. Enter the six-digit code and click Submit, then a popup window will appear with the scheduled meeting details, as shown in the image below.
     
     
  5. You will also receive an email notification with the scheduled meeting details.
     
     

Rescheduling a demo meeting

  1. You can reschedule the demo meeting at your convenience by clicking the Reschedule button, which navigates to a window called Reschedule a Demo Meeting with. Update the date and time according to your convenience, and click Submit.
     
     
  2. Then, you will receive an email notification with the rescheduled meeting details, as shown below.
     
     

Canceling a Demo meeting

  1. You can cancel the meeting by clicking on Cancel Meeting. Then a popup will appear asking for confirmation, click Yes to cancel.
     
     
  2. Then, the Meeting Details screen appears with the details that the meeting was Canceled, as shown in the image below.
     
     
  3. In addition, you will receive an email from LAMP notifying you that the meeting has been canceled.
     
     

Scheduling through Salesforce Representatives

Please follow the steps below to schedule a demo through a Salesforce representative.

  1. You will receive a key from the Salesforce representative, which can be used as a personalized URL to schedule meetings without the necessity of a one-time password. Similarly, as explained in the above process you can reschedule, and cancel demo based on your availability.
     
  2. Fill out the form and click Submit, then a popup window will appear with the meeting details, as shown in the image below.
     
     
  3. In addition, you will also receive an email notification with the scheduled meeting details, as shown below.
     
     

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