Connect Sales Calendars
Connecting your reps’ calendars is the first step to using Knock Conversational Scheduling. Once integrated, Knock will route qualified meeting requests to the right rep based on real-time availability, lead data, and your custom rules.
This guide explains how to invite team members, monitor their calendar status, and get your team ready to receive meetings from relevant leads.
Before sending calendar invites, make sure the Knock Slack App is installed in your workspace.
Step 1: Go to Calendar Settings in the Knock Dashboard
- Open the Knock Dashboard
- Navigate to Meeting Routing
Step 2: Invite Reps to Connect Their Calendars
- Click Connect Calendars
- Select the Slack members you want to invite
- (Optional) Customize the Slack message that will be sent
- Click Send Invite
Each rep receives a direct Slack message with a one-click link to connect their calendar.
Step 3: Monitor Calendar Connection Status
In the Connect Calendars section, you’ll see a full list of teammates and their current connection status:
Connection Status
- Connected – Calendar is synced and ready to receive meetings
- Invite Sent – Invite delivered via Slack, but calendar not yet connected
At least one calendar must be connected to activate Knock's routing rules.
Available Actions
For each teammate, you can take the following actions:
- Re-send Invite – Click to send another Slack message if the rep hasn't connected yet
- Copy Link – Manually copy the connection link and send it manually (e.g., email or slack)
Step 4: Make Sure at Least One Calendar is Connected
To activate Knock’s routing rules for scheduling, you must have at least one rep calendar connected.
You can invite more reps at any time and add them to your routing rules as your team grows.