Calendar Scheduling allows you to create a personalized scheduling experience, so prospects can easily choose a time from your Scheduling page, reducing friction and booking more meetings.
Follow the steps below to customize Meeting Types and Calendar Views (permissions required) to get the most out of Calendar Scheduling.
Meeting Types
Meeting Types are like templates for setting up your most common types of meetings.
Change the Meeting Buffer Override time to choose a different buffer length from the one set in your Calendar View (see step 2B below).
If you have multiple Meeting Types, enable Set as default meeting type to make this the default selection when recipients use your Scheduling page.
Enable Sync Calendar meetings to Salesforce when scheduled, which will create a placeholder event in Salesforce that includes details from the booking but won’t relate to any Salesforce records.
This behavior can work in tandem with Calendar Sync, which— if enabled— will add any Salesforce record relations the next time it runs.
Add Survey Questions (e.g. “How many licenses is your company considering?”) which can be Required or not.
Click the Create button once finished.
4A. For existing Meeting Types, you can edit, duplicate, or delete (unless they're Admin-managed).
You can also show or hide Meeting Types with the Default Visibility toggle.
Calendar Views
Calendar Views are a way to create and manage multiple Scheduling pages, each customized for different situations and/or different availability.