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Meeting types allow you to define the different types of meetings you want your customers to be able to schedule with your sales team. For example, you might want to have different meeting types for:
  1. SDR teams to qualify your prospects.
  2. AE reps to give product demos and close deals.
  3. Implementation or Success teams to help your prospect successfully implement your product.
  4. Book meetings from an offline event.
It also lets you create personalized calendar invites and reminder templates that can be sent based on the type of meeting booked. Here’s how the different meeting types work and when to use each. Ready to set them up? Here’s how you can create each meeting type

Book meetings with default availability

When these meeting types are used, the times shown to prospects reflect your ‘members’ or ‘teams’ availability and any other settings.

Book meetings for an event

These meeting types are for booking meetings with prospects/customers at an event your company is attending. The scheduler shows only the specified event dates and times for the members added to this meeting type.

Book meetings with custom availability

These types are for specific days/times of the week. For instance, use this for onboarding calls on Tuesdays and Thursdays.