How to create a Meeting Type?
Customize your meeting configuration like duration, buffers and invite texts for your meetings in a few simple steps
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:
- 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.
It also lets you create personalized calendar invites and reminder templates that can be sent based on the type of meeting booked.
There are three meeting types and you can use these to:
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.