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Your scheduling interface is where a prospect’s interest turns into intent. With Layouts in RevenueHero, you can fully tailor the look and feel of your meeting booking pages, forms, and confirmation screens to create a on-brand experience for your prospects.

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What are Layouts?

Layouts in RevenueHero define the structural design of your meeting scheduling experience, including how your calendar, form, and confirmation interfaces appear to prospects when they book a meeting with your team.
Admins can create and manage custom Layout templates. Once created, these templates can be used by team members when setting up their personal meeting links.

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How to Set Up Custom Layouts?

1

Locate Layouts

In your RevenueHero dashboard, go to Settings. Under Organization Settings, click on Branding and navigate to the Layouts tab.Settings window displaying Layouts
2

Create a New Layout

Click Create and name your custom layout so your team can easily identify its purpose.New Layout dialog box
3

Customize Layout Appearance

Under Layout Appearance, customize how your scheduling experience looks and feels. Add Images or Videos
  • Click Upload to include an image or video in your booking, form, and confirmation pages.
  • You can drag and drop an image or upload it directly from your computer. Upload media to the booking page dialog box
To include a video from YouTube, Vimeo, or Loom, paste the URL in the Embed from URL field and click Add.
You can use the media previously uploaded by you or another admin by selecting My Uploads or Team Uploads.

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Choose Media Placement

Choose how the uploaded media appears on the page - as background, or aligned to left or right, and preview the changes instantly in the right panel.Media placement options

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Display Organization Logo and Assignee Profiles

Toggle on the following options based on what you want to show on your booking page:
  • Display Organization Logo - To include your organization’s logo in the booking form
  • Display Assignee Social Profiles - To include the social media profiles of the member the meeting being booked in assigned to Displaying Organization logo and social media profile of the meeting assignee on the booking page
The member’s social media profiles will appear only if they’ve linked them to their RevenueHero account.
4

Preview Your Scheduling Experience

Once you have customized your layout, use the dropdown at the top of the preview section to view how each page appears, including the Booking page, Form page, Confirmation page, and Meta Info Page.Preview all pages in your scheduling experienceYou can also switch to mobile view to see how the experience adapts on smaller screens.Booking page preview in mobile view
5

Customize Social Preview Settings

Your Social Preview Settings determines how scheduling links appear when shared on social platforms or chat tools. By default, this follows your global settings, but you can disable that to customize it specifically for this layout.Scroll down to:
  • Add a Meta Title
  • Write a Description for the meeting
  • Upload an Image to be displayed when the link is shared Social Preview customization
6

Save Your Layout

Once you’re happy with the customization, click Create.Save your custom layout
Your new layout template is ready! Team members can now select this layout while creating their personal meeting links.