Chrome Extension Setup

The RevenueHero Chrome extension works inside Gmail, Google Calendar, your CRM and your sales tools, so you can book meetings, share links and suggest times without opening RevenueHero. Setup takes a few minutes, and you can change every choice later.

​

Install and set up the extension

​

Step 1: Add the extension to Chrome

Add RevenueHero from the Chrome Web Store. A setup page opens in a new tab.

​

Step 2: Sign in

If you’re already logged in to the RevenueHero app in this browser, the extension signs you in automatically. On the welcome screen, click Proceed to Onboarding, or I’ll skip for now to set up later.

​

Step 3: Choose the tools you work in

On Where do you engage your prospects the most?, choose the tools you use. Your connected CRM, email and calendar are already selected under Based on your integrations. Add any others under Tools you may use.

​

Step 4: Pick the buttons for each tool

Each tool you chose gets its own screen, with a toggle for every button and a preview of where that button appears. Switch off any you don’t want and click Continue.

​

Step 5: Choose what the icon opens and how the dock looks

Choose what the extension icon opens:

• Meeting drawer: your upcoming meetings and links
• Quick Book popup: a new booking

Then choose whether to show the dock, a small RevenueHero button at the bottom of web apps such as Gmail and HubSpot. Pick where it sits (Bottom Left or Bottom Right) and its shape (Rectangle or Circle).

​

Step 6: Take the Search tour

Press Cmd + K to start the guided tour of Search. It runs on your own links and has three parts: book a meeting, copy a teammate’s meeting link, and insert suggested time slots into an email. The tour only accepts the step it is showing. If you do something else, it shows Oh, you went off track. Each part has a Skip this step link.

​

Step 7: Pin the extension

Click the puzzle-piece icon at the top right of Chrome, click the pin next to RevenueHero, then click Let’s go. Pinning keeps the RevenueHero icon in your toolbar.

​

Buttons in each tool

Each button opens the booking window with the contact’s details filled in. You can switch any of them on or off in Extension settings.

​

The extension icon and the dock

Clicking the RevenueHero icon in Chrome’s toolbar opens the Meeting drawer or the booking window, whichever you chose in setup. The Meeting drawer shows your next meeting under Up next, your own links under My Links, and your team’s links under Shared Links (Relay, Campaign and Inbound tabs). Hover over any link to copy it or share time slots. The dock is a small RevenueHero button at the bottom of web apps such as Gmail and HubSpot. Click it to open Search, Book a meeting, Today’s meetings or Settings.

​

Change your extension settings

In the RevenueHero app, go to Settings → Extension settings. Your settings are saved to your account, so they follow you to any computer where you sign in. You can change:

• What the extension icon opens (Meeting drawer or Quick Book popup)
• Whether the dock shows, its position and its shape
• The Search shortcut, if Cmd + K clashes with another tool
• Which buttons appear in each tool, under Action Buttons
• Your Quick Links

Booking defaults, such as a preselected Relay and your time zone, live in Settings → My Preferences.

​

Troubleshooting

---

Your extension is set up. Next, book your first meeting or share a link without leaving the tab you’re in.