FAQ: How can I manage common locations in Teamleader Focus?

 

Often debating about whether or not you booked that meeting room between 3 and 4? Teamleader Focus will help you out! We offer a meeting room management feature, which works through an extended integration with Google Apps - Google resources. Unfamiliar with this? We recommend you start by reading this article first.

Note that every user of your Teamleader Focus account needs his/her own Google Workspace account with a Business Starter plan to be able to use this feature.

To manage meeting rooms in Teamleader Focus, simply follow these steps:

  1. The general idea: in your Google Calendar, you can create multiple 'rooms'. Those will correspond with the meeting rooms in your office. Once created, you can assign one of these rooms to a meeting via Google Calendar. To make things easier, you can also assign those rooms straight away whenever you create or edit a meeting in Teamleader Focus.
  2. Go to 'Integrations/Marketplace' in Teamleader Focus and select 'Google Resources'. At the bottom, you'll find a slider asking you to activate Google Resources. Click on the slider to synchronise your rooms with Teamleader Focus.

  3. Next, create a new meeting in Teamleader Focus. 
  4. In the location dropdown menu, you'll be able to choose Resources. If you click on this, you'll get a new menu that shows your own meeting rooms as resources.


    Note: if you've also activated the Lead capture Booster and selected an online meeting room, the ‘Location’ of your meeting will be ‘Virtual meeting’ by default. If you do want to add a resource, please remove the online meeting room first.
  5. Complete the process by entering your meeting details and clicking Save. There you go, you've now successfully booked your meeting room
  6. Whenever someone attempts to book a meeting room that has already been booked, they will receive an error message and will be unable to save that meeting.

Note: If Teamleader Focus cannot retrieve your meeting rooms, go to admin.google.com > Security > API reference and make sure that "Enable API Access" is checked. Read this article for more information.

Was this article helpful?