Riva CRM Integration - Documentation and Knowledge Base

Riva Insight - Bookings Integration (Windows Add-in)

Article ID: 2272
Last updated: 12 Jul, 2023

Riva Insight allows users to interact with Riva Bookings directly from Riva Insight to increase productivity and user experience.

This feature is supported on:

  • Riva Insight Server 2022.2 or later

and with any of the following Insight clients:

  • Riva Insight Windows Add-In 2022.2 or later
  • Riva Insight Web Add-In for Outlook Desktop
  • Riva Insight Web Add-In for Outlook on the Web

Accessing Bookings from Riva Insight

  • On email compose (create new email, reply to an email, forward, etc), "Book" icon will appear in the navigation bar.
  • Clicking on that will pop open a modal (different modals depending on if you are a new user or not

If you are a new user...

If you are a new user and currently don't have any availability links created, this is the modal you will see.

First step as a new user is to log in to the web portal and set the settings and your availability as you see fit and create your first availability link to send to others. By clicking on "Create your first availability link", a new browser window will pop up and you will be automatically logged in to your account. Don't forget to reload Insight to see your availability link show up in Insight!

Note: At this point, an account has already been created for you by your organization!

For Returning Users

If you have at least one link created, you can now directly access them from Riva Insight without needing to copy your link manually from the browser.

Inserting Availability

  • Dropdown in the modal will list all of the availability links you have created. of links with insert link and manage button.
  • Simply select the one you want and click on "Insert Availability".
  • The link will be inserted in to your email body to where ever your cursor was last

Inserting Pre-Defined Availability Times with Smart Suggested Times (available from Insight Windows Add-in 2022.4)

  • This feature is used to lessen friction for recipients to schedule a meeting with you. By clicking on a pre-defined timeslot, they don't have to go through an extra step of selecting date and time while going through the recipient experience
  • Clicking on the checkbox "Smart Suggested Times" will enable this feature
  • You can specify the time zone of the pre-defined times to match where your recipient is located
  • By default, 3 times will be inserted. You can modify this in Settings -> Bookings

If you would like to add/edit availability links or change settings, you can log in to your web portal via the "Manage" button, which will open a browser and automatically log you in,

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Article ID: 2272
Last updated: 12 Jul, 2023
Revision: 13
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