Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Schedule/SendMeetingRequest.htm
## Appointment Booking: Sending Meeting Requests via Approved Email
To provide availability and channel preferences to HCPs, end users can send Approved Emails containing a link to the appointment booking site. This site is a dedicated website that HCPs can use to request a meeting with Vault CRM users based on their preferred time and call channel.
**Who can use this feature?**
* Content Creator Users - Browser
* [Add the appointment booking site link to Approved Email](#Adding)
* End Users - Browser, iPad, iPhone
* [Receive meeting request notifications](#Notifyin)
* HCPs - Android, iPad, iPhone, Web
* [Request a meeting](#Requesting)
* Users require an Engage license
### Configuring Meeting Requests with Approved Email for
[Business Admin Users](#)
To configure this feature for business admin users:
1. Ensure [Configuring Approved Email Admins and Integration Users](../../ApprovedEmail/ConfiguringAE/AEConfigAdmins.htm) is complete.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select the **Application** tab.
5. Grant **Access API** permission for API in the Vault Actions section.
6. Grant **All Object Record Read** permission for All Object Records in the Vault Owner section.
7. Select the **Objects** tab.
8. Grant the following permissions:
| Object | Object Permission | Object Types | Fields | Field Permission |
| --- | --- | --- | --- | --- |
| meeting\_request\_\_v | CRED | engage\_scheduling\_site\_\_v | * account\_\_v * assignee\_\_v * duration\_\_v * engage\_notification\_id\_\_v * external\_id\_\_v * invitee\_display\_name\_\_v * invitee\_email\_\_v * invitee\_locale\_\_v * invitee\_time\_zone\_\_v * meeting\_type\_\_v * object\_type\_\_v * phone\_\_v * record\_type\_name\_\_v * sent\_email\_\_v * start\_datetime\_\_v * status\_\_v | Edit |
9. Select the **Pages** tab.
10. Grant access to the **Engage Platform Process Administration (engage\_meeting\_process\_admin\_page\_\_v)** page.
[End Users](#)
To configure this feature for end users:
1. Ensure [Configuring Approved Email End Users](../../ApprovedEmail/ConfiguringAE/AEConfigEndUsers.htm) is complete.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select the **Objects** tab.
5. Grant the following permissions:
| Object | Object Permission | Object Types | Fields | Field Permission |
| --- | --- | --- | --- | --- |
| meeting\_request\_\_v | R | n/a | * account\_\_v * assignee\_\_v * duration\_\_v * engage\_notification\_id\_\_v * external\_id\_\_v * invitee\_display\_name\_\_v * invitee\_email\_\_v * invitee\_locale\_\_v * invitee\_time\_zone\_\_v * meeting\_type\_\_v * object\_type\_\_v * phone\_\_v * sent\_email\_\_v * start\_datetime\_\_v * status\_\_v | Read |
6. Navigate to **Business Admin > Objects > VMobile Object Configurations**.
7. Activate the appropriate VMOC for the **meeting\_request\_\_v** object.
### Adding the Appointment Booking Site Link to Approved Email as
[Content Creator Users](#)
Add the **{{schedulerLink}}** token to the appropriate Email Templates, Email Fragments, or Template Fragments. This token should be added as the href property of an tag so that content creators can control the text of the link that displays to users.
For example:
Book a meeting.
Each link is unique and can be used to create a single meeting request. Links expire 30 days after the email is sent.
### Requesting a Meeting as
[HCPs](#)
When a recipient opens an Approved Email containing the {{schedulerLink}} token, the token renders as a link to the appointment booking site via Engage, enabling recipients using Engage to view and avoid potential scheduling conflicts when requesting a new meeting.
See [Appointment Booking for HCPs](../eHCP/ApptBooking.htm) for more information about requesting meetings from the appointment booking site.
### Considerations
* Recipients can only select one requested date and time per link
* When users create unavailable time in My Schedule, their unavailable time slots are reflected on the appointment booking site for HCPs. See [Creating and Viewing Unavailable Time Slots](UnavailableTime.htm) for more information.
* Meeting times are automatically adjusted based on the viewer's internet browser time zone
* To allow end users to schedule Engage meetings from meeting requests, they must be assigned to Engage groups
* If an HCP submits a meeting request to a Vault CRM user who is inactive, the meeting request is not created and an error displays for the HCP
## Related Topics
[Appointment Booking for HCPs](../eHCP/ApptBooking.htm)
[Appointment Booking: Managing Meeting Requests in My Schedule](MeetingRequests.htm)
[Viewing Meeting Request Status in Engage](../eHCP/MeetingRequestStatus.htm)
[Flightpath: Appointment Booking](https://vaultcrmflightpath.veeva.com/doc/Content/Engage/Schedule/ApptBooking/1-intro.htm)