Video Guide Self-Onboarding OverviewWelcome to LinkedClient. This guide walks you through the com...
How to use the Calendar in LinkedClient
This release brings a major upgrade to how Elsie handles meetings, follow-ups, and lead capture in LinkedClient. The biggest change is the new Calendar functionality, which lets Elsie book meetings directly in your calendar without you needing to share a meeting link manually. Alongside that, you’ll find smarter follow-up logic, new task types for human intervention, a Webform Lead Collector, and several UI/UX improvements across the platform.
Below is a full breakdown of what’s new and how to make the most of it.
1. Calendar Functionality
Elsie now handles the full meeting booking process for you. If you have a Google or Microsoft calendar connected, Elsie will schedule meetings directly into your calendar based on your availability, with no manual link sharing or back and forth required.
How It Works
Once a contact shows clear interest in a meeting, Elsie automatically proposes available time slots based on your calendar settings.
The contact picks a slot, and the meeting is booked directly into your calendar.
You don’t need to approve the scheduling messages, Elsie handles the date scheduling logic on its own based on your availability rules.
You will be notified by email and through a task in your Task List when a booking has been scheduled.
New "INTERESTED" Contact Status
A new status has been added to the pipeline: INTERESTED. Contacts that have explicitly shown interest in a meeting are automatically moved into this column, so you can quickly see which leads are warm and ready to convert.
Calendar Settings
You can configure your calendar settings under Settings > Calendar.
From there, you can adjust event details, hosts, scheduling rules, availability, and event limits.
Active toggle: turn scheduling on or off at any time.
Event Details: name of the event, duration in minutes, and the description that contacts see when booking.
Hosts: people who attend the event.
Scheduling settings: timezone, date range, and the future day scheduling limit (how far ahead bookings can be made).
Week Availability: pick the days and time slots you’re available for meetings. You can add multiple slots per day.
Excluded dates: block specific dates (holidays, time off, etc.).
Event Limits: buffer time before and after a meeting, daily limit on bookings, and minimum notice required (in minutes) before a meeting can be scheduled.
Using a Meeting Link in the Objective Instead
If you prefer not to use the automatic booking, you can still add a meeting link directly in the contact’s Objective, just like before. In that case, please make sure that the calendar feature is disabled under Settings > Calendar (turn the Active toggle off), otherwise Elsie may try to schedule via both methods at the same time.
That said, we strongly recommend using the Calendar feature over manually attaching a link in the objective. The Calendar gives you live availability checks, automatic timezone handling, buffer rules, and direct integration with your calendar, which avoids double bookings and missed slots. The objective link is a good fallback, but the Calendar is built to handle the full booking flow end to end and produces noticeably better results.
Need More Help?
If you have questions about setting up the Calendar, configuring availability, or any of the other features in this release, please reach out to us at support@linkedclient.com or through the support widget on the platform. You can also check out the other articles in the Help Centre for more detailed guides.
Quick Overview and Onboarding Process (Video Guide)
Video Guide
Self-Onboarding Overview
Welcome to LinkedClient. This guide walks you through the comprehensive self-onboarding process to ensure your account is correctly configured, your sales channels are connected, and your AI assistant, Elsie, is ready to represent your brand.
Step 1: Connecting Your Sales Channels
To maximize your outreach potential, it is highly encouraged to connect both your LinkedIn and Email accounts.
LinkedIn Connection
LinkedClient automates your LinkedIn activity while mimicking human behavior. To connect:
Enter your LinkedIn email address and password.
Ensure Two-Factor Authentication (2FA) is enabled on your LinkedIn account for security.
Validation: After clicking connect, check your mobile device for a LinkedIn push notification. Select "Yes, it's me" to authorize the new device login.
Refresh the LinkedClient page to confirm the status has updated to Connected.
Email Integration
You have four primary options for email connectivity:
Gmail/Outlook: These are the recommended options. Connectivity is handled via secure OAuth authorization.
Internal LinkedClient Inbox: Uses your login email with a LinkedClient domain.
IMAP/SMTP: For advanced users or those using alternative providers like ProtonMail. We recommend consulting your IT department for configuration details.
Once connected, any emails sent through the platform will appear in your "Sent" folder, and your existing email signatures or forwarding rules will remain active.
Step 2: The Profile Survey
The Profile Survey serves as the knowledge base for Elsie. She uses this information to answer prospect questions and handle objections.
Data Sources: Provide your LinkedIn profile URL and company website. LinkedClient will automatically fetch data to pre-fill the survey.
Manual Review: Review and refine the pre-filled information. The more detail you provide about your product and sales process, the more effective Elsie will be in your sales cycles.
Sales Process: Define your typical cycle length and meeting booking preferences. This helps Elsie understand when to push for a call and when to continue nurturing.
Step 3: AI Settings and Scheduling
To maintain a professional and human appearance, Elsie follows a strict schedule:
Working Hours: Elsie will only send messages, connection requests, and emails during the hours you define. This ensures prospects do not receive automated messages at unprofessional times.
Reply Mode: You can choose "Within Working Hours" (standard) or "Immediately" (for accounts where you want instant responses even on weekends or evenings).
Languages: Select the languages you personally speak. Elsie will match her output to the prospect's profile or response language. If no match is found, she defaults to English.
Step 4: The Learning Phase and Autopilot
By default, all new accounts begin in the Learning Phase. This allows the AI to adapt to your specific voice and requirements before going fully autonomous.
Learning Phase vs. Autopilot
Feature
Learning Phase
Autopilot Mode
Message Sending
Requires manual approval in your Task List.
Sends messages automatically once generated.
AI Development
Elsie learns from your edits and approvals.
Elsie acts based on previous training.
Human Oversight
High: You act as the final editor.
Low: You only intervene if Elsie "nudges" for context.
Self-Learning Rules (Beta)
Within your settings, you can enable Self-Learning. This allows you to write specific instructions or "rules" for Elsie to follow on different channels. As you edit drafts in your Task List, the system will automatically generate and suggest new rules based on your preferences.
Language-Specific Instructions
For users working in multiple languages, you can set unique instructions for each. For example, you may want Elsie to be more formal in Polish than she is in English. You can provide these specific guidelines in the Language Instructions section of your settings.
Support Resources
If you require assistance during or after onboarding:
Help Center: Explore our collection of specialized articles on CSV imports, lead optimization, and CRM management.
Support Widget: Contact us directly via the platform's support chat or at support@linkedclient.com. If our AI assistant cannot resolve your issue, you will be transferred to a growth manager or support representative.