- SDR teams to qualify your prospects.
- AE reps to give product demos and close deals.
- Implementation or Success teams to help your prospect successfully implement your product.
- Book meetings from an offline event.
Meeting Type | What it’s for |
---|---|
Book meetings with default availability | Uses your standard availability settings (personal or team). Ideal for everyday use, like website booking forms and scheduling links. |
Book meetings for an event | Purpose-built for event-specific availability. Let’s you show calendars only for the event days, and control whether reps can take meetings from other sources during the event. |
Book meetings with custom availability | Lets you set unique availability independent of your default schedule. Perfect for special cases like support calls, onboarding, or implementation sessions on specific days. |
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.