Bookings in Riva Insight

  • Updated

Rather than having to constantly go back and forth between the Riva Insight Bookings Portal and Outlook whenever you need book meetings, there is an Outlook Web Add-In experience available for a more streamlined user experience. For customers using the Windows Add-in, click here.

Overview

1_1 Email with Bookings sidepanel and link - Full Screen.png

​Once you or your organization has added the add-in to your mailbox you will be able to open the add-in:

  • For Outlook Desktop: You will see an app called "Riva Insight" show up in your toolbar
  • For Outlook Web: You can access it by clicking on the "More Actions" button when you are on an email item.

If you would like to ensure that the add-in stays open rather than have it close each time you select a new email or change context, you can pin the add-in as shown below. Furthermore, clicking on the "Manage" link will open up a new tab in the browser and log you into your web portal.

Using Existing Availability Links

Along with your signature link, all the availability links that you created before will show up in a list in the add-in. To insert the link into the email body, select the item you want to insert and click "Insert Link". 

  • If you were on email compose mode when you inserted the link, the link will be inserted to where your cursor was in the email body.
  • If you were on read mode on another email in your inbox or sent folder, a new email compose screen will be opened as a reply to the email thread that you are currently on. 

1_ Email with Bookings sidepanel and link.png

Create a new Availability Link or a Single Use Link

Unlike the Windows add-in, the web add-in experience allows you to create new links directly from Outlook rather than having to do it through the web portal.

To add an availability link, click on "+ Availability Link". This will open up a modal within Outlook and the experience is exactly the same as how you would create a new availability link from the web portal

2_ Create Link from Outlook - Page 1.png 

Once you get to step 4, you will be able to click on "Insert Link", which will insert the "Book a Meeting" link where your cursor was in the email body previously. The link will also be saved so that you can use it next time.

5_ Create Link from Outlook - Additional Questions  - Page 4.png

 

To add a "Single Use Link", click on "+ Single Use Link". Again, this will open up a modal within Outlook and the experience is exactly the same as how you would create a new single use link from the web portal

SUL Webadd-in.jpg

You can then click on "Insert Link" which will insert your selected availability slots where your cursor was in the email body previously. 

SUL2 Webadd-in.jpg

 

 
 
 

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