Meeting Types
Meeting types define the different kinds of meetings prospects can book. You can have multiple meeting types — for example, a short discovery call and a longer product demo.
Creating a Meeting Type
- Go to Booking → Meeting Types.
- Click + New Meeting Type.
- Configure the meeting type:
Basic Settings
| Field | Description |
|---|---|
| Name | Displayed on the booking page (e.g. "30-Minute Discovery Call") |
| Description | A short description of what the meeting covers |
| Duration | Length of the meeting in minutes |
| Location | Where the meeting takes place (see Location Options below) |
| Colour | Colour code for the meeting type on your calendar |
| Booking page URL slug | Customise the URL for this meeting type (e.g. discovery-call) |
Location Options
| Type | Details |
|---|---|
| Video call (Google Meet) | A Google Meet link is auto-generated for each booking |
| Video call (Zoom) | Requires Zoom integration; a unique Zoom link is generated |
| Video call (Microsoft Teams) | Requires Teams integration |
| Phone call | Enter your phone number; displayed in the confirmation email |
| In person | Enter the address; displayed in the confirmation email |
| Custom | Enter any text (e.g. "I will send you a link before the meeting") |
Questions
Add custom questions that prospects must answer when booking. Useful for collecting information before the meeting.
- Click + Add Question.
- Enter the question text.
- Choose the answer type: text, dropdown, checkbox, or multi-select.
- Toggle Required if the question must be answered.
Example questions:
- "What is the main challenge you are trying to solve?"
- "Which product are you most interested in?"
- "How did you hear about us?"
Confirmation Settings
| Setting | Description |
|---|---|
| Confirmation email | Sent to the prospect immediately after booking |
| Reminder email | Sent X hours/days before the meeting (configurable) |
| Cancellation allowed | Whether the prospect can cancel (and how many hours before) |
| Rescheduling allowed | Whether the prospect can pick a new time |
Availability Overrides
Each meeting type can have its own availability settings that override your general working hours. For example, you may only want demo calls on Tuesday and Thursday afternoons.
Toggle Use custom availability and set the specific days and times for this meeting type.
Viewing Your Booking Page
Click Preview on any meeting type to open the public booking page as a prospect would see it. Test the booking flow end-to-end before sharing the link.
Managing Bookings
Confirmed bookings appear in Booking → Upcoming with:
- Meeting type name
- Prospect name and email
- Date and time
- Location / meeting link
- Questions and answers provided by the prospect
You can cancel or reschedule a booking from this list. The prospect receives an automatic email notification when you do.
CRM Integration
When a prospect books a meeting:
- A new Activity (type: Meeting) is created in the CRM and assigned to you.
- If the prospect's email matches an existing contact, the activity is linked to that contact.
- If no matching contact exists, a new contact is created automatically.
- The activity appears in the Activities module and the linked contact's timeline.
Add booking link to email sequences
Include your booking link in automation sequence emails using the merge tag. This lets prospects self-schedule after reading your follow-up email, eliminating a round-trip of emails to find a time.