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 are like templates for setting up your most common types of meetings.
Menu > Calendar Scheduling > Meeting Types
2A. To create a new Meeting Type, click + New Meeting Type in the top right.
Add a Meeting Name (this will be visible to recipients).
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 are a way to create and manage multiple Scheduling pages, each customized for different situations and/or different availability.
Menu > Calendar Scheduling > Calendar Views
2B. To create a new Calendar View, click New Calendar View in the top right.
3B. For existing Calendar Views, you can Edit, specify Meeting Types, or Delete.
You can also Enable/Disable a Calendar View or set one as the Primary.
The default view of <=30 days out is applied to all created Calendar views. An Admin has to update the “Default Calendar View” setting via Scheduling Settings > Calendar for users to share out availability >30 days on their created Calendar Views.
Updated July 2022