Meeting Types
A Meeting Type is a template for a bookable appointment. You define the name, duration, availability, and booking page settings once โ then share the booking link with leads.
Creating a Meeting Typeโ
- Go to Meetings โ Meeting Types.
- Click New Meeting Type.
- Fill in the configuration (see below).
- Click Save.
Configuration Fieldsโ
Basic Detailsโ
| Field | Description |
|---|---|
| Name | Meeting name shown to leads (e.g. "30-Min Demo") |
| Description | Optional description on the booking page |
| Duration | Length of the meeting in minutes (e.g. 30, 60) |
| Location | Where the meeting happens: text, video link, phone, etc. |
| Active | Toggle to enable or disable booking for this meeting type |
Availabilityโ
| Field | Description |
|---|---|
| Available Days | Which days of the week are bookable |
| Start Time / End Time | Bookable hours window (e.g. 09:00โ17:00) |
| Buffer Before | Minutes blocked before each meeting |
| Buffer After | Minutes blocked after each meeting |
| Max Bookings Per Day | Cap on bookings per calendar day |
Booking Pageโ
| Field | Description |
|---|---|
| Confirmation Message | Message shown after a successful booking |
| Redirect URL | Redirect lead to this URL after booking (instead of showing confirmation message) |
Getting the Booking Linkโ
After saving:
- Click the link icon or Copy Link on the meeting type row.
- Share the URL with leads:
https://yourdomain.com/book/meeting-type-slug
Assigning Meeting Types to Team Membersโ
Each meeting type can be assigned to a specific team member. Their calendar availability is checked when a lead tries to book. If no team member is assigned, bookings are accepted without user-level availability checking.
Editing a Meeting Typeโ
- Go to Meetings โ Meeting Types.
- Click the edit icon on the meeting type row.
- Update any fields and save.
Changes apply immediately to the booking page.
Deactivating vs Deletingโ
- Deactivate (toggle Active off): The booking page returns a "not available" message. Existing bookings are unaffected.
- Delete: Permanently removes the meeting type. Existing bookings are orphaned.
Use deactivation for temporarily stopping bookings; use deletion only for meeting types you no longer need.