How to create personalized booking links for sales reps in Revenuehero

If you're a sales manager (or just the unofficial tech wrangler on your team), you've probably heard the pitch: personalized booking links are supposed to save reps time, increase conversion rates, and make handoffs smoother. Reality check: they can help, but only if they're set up right and actually get used.

This guide is for anyone who needs to set up and manage personalized booking links for sales reps in Revenuehero—without getting lost in settings or ending up with a mess of broken links nobody wants to click. Let's get into it.

Why Bother With Personalized Booking Links?

Before you start, it’s worth asking: do you even need personalized booking links? Here’s when they make sense:

  • You want prospects to book directly with the right rep (not just a generic calendar)
  • Your team cares about tracking who booked what (for attribution, performance, etc.)
  • You want to reduce manual back-and-forth (“When are you free?” emails)

Don’t bother if: - Everyone books through a shared demo calendar anyway. - Your reps barely check their calendars or don’t follow up. - You’re just doing it because “everyone else is.”

If you’re moving forward, here’s how to do it right.

Step 1: Make Sure Your Reps Are Set Up in Revenuehero

Seems obvious, but this is where things usually fall apart.

  • Each sales rep needs a Revenuehero user account and their calendar (Google or Outlook) connected.
  • If reps don’t keep their calendars up to date, your links are basically useless—so check that your team is actually using theirs.

Pro Tip: Blockers here are usually permissions—sometimes reps don’t want to connect their work calendars, or IT has restrictions. Solve that first.

Step 2: Understand Your Routing Logic

Revenuehero can be as simple or as complicated as you make it. Pause and figure out:

  • Do you want one link per rep, or links that route to the right rep based on the prospect?
  • Are you using round-robin, territory assignments, or manual matching?
  • Does your CRM (like Salesforce or HubSpot) need to sync with Revenuehero, or is this a standalone setup?

Honest take: If you only have a few reps, skip complex routing. Simpler is better. If you have lots of rules, map them out on paper before you touch the software.

Step 3: Create the Personalized Booking Links

Here’s the meat of it. Let’s keep it simple.

For Individual Reps

  1. Log in as an admin or team manager.
  2. Go to the Users or Team Members section.
  3. Find the sales rep. Click into their profile.
  4. There should be an option like Booking Link, Personal URL, or Calendar Link. Click to view or copy.
  5. If you want to customize (e.g., make it revenuehero.com/book/jane-smith instead of a random string), look for an “Edit Link” or “Customize URL” button.

Heads up: Not all plans let you customize links. Some force you to use whatever slug they generate.

For Teams or Groups

  1. Go to the Teams or Groups section.
  2. Create a new team, or click into an existing one.
  3. Set up the routing rules (round robin, territory, etc.).
  4. Find the team’s booking link—this will automatically assign meetings to the next available rep or whoever matches your rules.

Gotcha: If you’re using dynamic routing (e.g., via form fields), the link might look generic, but Revenuehero will handle assignment behind the scenes. Test this thoroughly.

Step 4: Customize the Booking Experience

This isn’t just about links—what happens after someone clicks matters.

  • Edit the meeting type, duration, and description. Most prospects hate “15-minute intro calls” with no context.
  • Set buffer times and limits. Don’t let reps get double-booked or overwhelmed.
  • Add reminders and follow-ups. Revenuehero can usually handle automated reminders; make sure they’re turned on.

What to skip: Fancy branding and logos are nice, but not necessary. Focus on clarity and speed: can a prospect book a meeting in under 1 minute, on the first try?

Step 5: Distribute Links (Without Creating Chaos)

You’ve got the links. Now what?

Best practices: - Store all rep links in a shared doc or CRM record for easy access. - Use merge tags in your email templates: “Book time with me here: {{rep.booking_link}}” - Add links to reps’ email signatures if your sales cycle supports it.

Don’t:
- Blindly paste links everywhere. Too many links = confusion. - Send the wrong link (double-check before sending). - Forget to update links if a rep leaves or changes territories.

Step 6: Track Usage and Fix What’s Broken

A personalized link is only useful if it actually gets used—and works.

  • Monitor bookings per rep. If someone’s calendar is always empty, check if their link is broken, or if they’re just not sending it.
  • Test links regularly. Open them in an incognito window. Are they still working? Is availability correct?
  • Watch for “ghost meetings.” Sometimes prospects book, but the meeting never shows up on the rep’s calendar. Double-check integrations.

If you see problems: - Re-authenticate calendar connections. - Remove and re-add the rep in Revenuehero. - Contact support if bookings are consistently failing.

What Works, What Doesn’t, and What to Ignore

What actually helps: - Having links easy to find and copy. - Keeping routing logic simple (less to break). - Making sure reminders go out automatically.

What’s overrated: - Over-customizing booking pages. People just want to book and move on. - Fancy integrations you don’t really need.

What to ignore: - Feature bloat. If your team only needs basic links, don’t waste time on workflows or widgets you won’t use. - Any tutorial that assumes your reps are perfect calendar managers. Build for reality, not theory.

Keep It Simple (And Iterate)

That’s really it. Don’t try to set up the “perfect” booking system on your first pass. Start with the basics: get working links for each rep, make sure the booking flow is painless, and clean up as you go.

The best system is one your team actually uses. If you notice people defaulting back to email ping-pong, ask why—then adjust. Personalized booking links in Revenuehero can save time and sanity, but only if they’re simple, reliable, and part of your reps’ daily routine. Start small, fix what’s broken, and don’t get distracted by bells and whistles.