Setting Up Meeting Types
Create different meeting types for consultations, demos, interviews, and more. Set custom durations, locations, and booking rules.
Create Your First Meeting Type
Go to Meeting Types
Navigate to your scheduling dashboard:
Configure Basic Settings
Meeting Name
Choose a clear, descriptive name like "30-Minute Consultation" or "Discovery Call"
Duration
Set meeting length: 15, 30, 45, 60 minutes, or custom
Location
Choose:
- Video call (Zoom, Google Meet, Teams)
- Phone call (you call them or they call you)
- In-person (your office, coffee shop, etc.)
- Custom location
Add Description
Write a clear description that tells people what to expect:
"A 30-minute discovery call to discuss your project needs and how we can help. We'll cover your goals, timeline, and next steps."
Advanced Configuration
Buffer Time
Add buffer time before and after meetings to prevent back-to-back bookings:
Booking Window
Control how far in advance people can book:
Confirmation Questions
Ask custom questions when someone books:
- "What would you like to discuss?"
- "How did you hear about us?"
- "Company name and size"
- "Budget range"
Pricing (Optional)
Charge for consultations, coaching sessions, or services:
Popular Meeting Type Templates
Sales Demo
Discovery Call
Consultation (Paid)
Coffee Chat
Pro Tips
Use Clear Names
"30-Minute Strategy Call" is better than "Meeting 1"
Add Buffer Time
Prevent burnout by adding 15-minute buffers between meetings
Set Realistic Minimums
Require at least 2-4 hours notice to avoid last-minute chaos
Create Multiple Types
Offer different durations (15, 30, 60 min) for different needs