Manage meetings tool settings

In your calendar settings, you can connect a Google, Office 365, or Exchange calendar to the meetings tool so if you have an event on your connected calendar, the scheduling page will show that you're busy during the event time. You can also edit the default scheduling page, add additional calendars, or host the scheduling page URL on a connected domain in your settings.

A connected calendar is not required to view, edit, or create scheduling pages in the meetings tool, but it is required to book meetings. If a calendar is not connected, the scheduling page will be in offline mode, so meetings can be requested but will not be automatically added to the calendar.

Connect your Gmail or Office 365 calendar

You can connect a calendar that is hosted with Google Apps (G Suite), Gmail (Google Free), or Office 365 to the meetings tool. Before connecting your calendar, keep in mind the following:

• When you connect a calendar to the meetings tool, the associated inbox will automatically connect in your email integration settings. However, once your calendar is integrated, you can disable the inbox connection without disabling the calendar connection.
• If you've connected your inbox as a shared inbox in the conversations tool, your calendar cannot be connected with the meetings tool. Only personal inboxes can be connected to the meetings tool.

To connect a calendar:

• In your HubSpot account, click the settings settings icon in the main navigation bar.
• In the left sidebar menu, navigate to General.
• Click the Calendar tab.
• Click Connect your Calendar.
• In the dialog box, click Google / Gmail or Office 365, then click Connect your calendar.

• Review the information in the dialog box, then click Accept and connect to [Google/Office 365] to give the meetings tool access to your calendar.

You'll be redirected to the meetings dashboard, where you can set up an individual scheduling page.

Necessary disclosure: HubSpot will have access to both your Google Calendar and any other calendar you access via Google in order to power the meetings tool, and allow you to associate events with contacts in the CRM. HubSpot will have the ability to create or change your calendars, and update individual calendar events.

Connect your Exchange calendar

Before connecting your Exchange calendar, confirm with your IT team that your Exchange server is running Exchange 2010 SP2 and above. Your Exchange email address and password are required to connect your calendar, but depending on your Exchange server's configuration, HubSpot may require additional information to connect. Refer to the table below before connecting your calendar to make sure you have all of the necessary information.

Please note: if your Exchange account is configured to use two-factor authentication, you'll need to enter a third-party app password. Review documentation from Microsoft to learn how to generate a third-party app password.

Before you connect your calendar, keep in mind the following:

• You cannot cancel or reschedule a meeting for a connected Exchange calendar.
• Bi-directional sync between your Exchange and HubSpot calendars is not supported:
  • Meetings created via a CRM record will not be added to an Exchange calendar.
  • Meetings created in an Exchange calendar not sync with HubSpot as a calendar event.
• You cannot insert proposed meeting times in an email using an Exchange calendar.

To connect a calendar:

• In your HubSpot account, click the settings settings icon in the main navigation bar.
• In the left sidebar menu, click General.
• Click the Calendar tab.
• Click Connect your calendar.
• In the dialog box, select Exchange, then click Connect your calendar.

• Read through what to expect when you connect your calendar to HubSpot, then click Continue.
• In the dialog box, enter the following information:
  • Email address: your exchange email address.
  • Username: enter your username. Typically, this is what is listed before the @ symbol in the email address, or your user ID.
  • Password: your Exchange password.
  • Exchange URL: enter the URL used to access your Exchange server.

• Click Connect inbox. 

You'll be redirected to the meetings dashboard, where you can set up an individual scheduling page.

Customize your connected calendar's settings

After connecting your calendar, users with an assigned Sales Hub or Service Hub paid seat can customize their scheduling page URL. Depending on your HubSpot subscription, you can also host the scheduling page URL on a custom domain that is connected to HubSpot. All users can connect additional calendars in their settings.

Edit your scheduling page URL and default scheduling page (Sales Hub or Service Hub Starter, Professional, or Enterprise only)

In your calendar settings in HubSpot, you can change your scheduling page URL that is used for each scheduling page that you create moving forward. You can also change the default scheduling page that is used when inserting meeting links into sales email templates.

• In your HubSpot account, click the settings settings icon in the main navigation bar.
• In the left sidebar menu, navigate to General.
• Click the Calendar tab.
• In the Meetings URL field, edit the URL. Changes to your scheduling page URL will apply to all new scheduling pages going forward, but will not change existing scheduling page URLs.

• To select a different default scheduling page, click the Default meeting link dropdown menu.

Connect additional calendars

You can connect additional calendars to your integrated calendar. When a contact books a meeting with you, HubSpot will check the availability on each calendar and block times that are busy.

• In your HubSpot account, click the settings settings icon in the main navigation bar.
• In the left sidebar menu, navigate to General.
• Click the Calendar tab.
• Click the Selected calendars dropdown menu and select any additional calendars.
  
  
• To remove an additional calendar, click X next to the calendar name.
• Click Save.

You can only add calendars that you own or that your email address has access to in your connected Gmail or Office 365 account. Learn how to set up new Google calendars and new Office 365 calendars. When a prospect books a meeting with you, the meeting event will only appear on your personal default calendar, not your other integrated calendars.

If you lose access to one of your calendars, contacts will not be able to book meetings with you, even if you have other integrated calendars. You'll receive an email notifying you that someone is trying to book a meeting with you. You can then either ask the calendar owner to give you access again or remove the inactive calendar from your settings.

• In your HubSpot account, click the settings settings icon in the main navigation bar.
• In the left sidebar menu, navigate to General.
• Click the Calendar tab.
• To remove the calendar from your settings, click the X next to the inactive calendar.

Host scheduling pages on a custom domain

Please note: any user in a Marketing Hub Starter, Professional, or Enterprise account or CMS Hub Starter, Professional or Enterprise account can host scheduling page on custom domains as long as these domains are connected in the domain manager. If you're a user in an account that does not have one of the required subscriptions, you can either select app.hubspot.com or meetings.hubspot.com from the dropdown menu.

You can use your own custom domain for your scheduling pages to reflect your brand and enable form fields to pre-populate with information from past form submissions.

• In your HubSpot account, click the settings settings icon in the main navigation bar.
• In the left sidebar menu, navigate to General.
• Click the Calendar tab.
• Click the Meeting domain dropdown menu and select a custom domain to host your scheduling pages on instead of a HubSpot address. Only domains that have been connected in your domain manager will appear in the dropdown menu for selection.

If you want to prevent search engines from indexing scheduling pages on custom domains, you can add "Disallow: /meetings*" to your robots.txt file.

Please note: if you're using a custom domain, the URL still needs to have a different slug than existing scheduling page on other domains.

For example, http://yourcustomname.com/meetings/example and http://app.hubspot.com/meetings/example are considered the same, so you wouldn't be able to use http://yourcustomname.com/meetings/example if http://app.hubspot.com/meetings/example already exists.

Add a meeting link to your chat widget

You can include a meeting link in the chat widget so a visitor can access your scheduling page and book time with you during a chat conversation.

• In your HubSpot account, click the settings settings icon in the main navigation bar.
• In the left sidebar menu, navigate to General.
• Click the Calendar tab.
• In the Chat profile section, select the Including a link to your meetings booking page in the messages chat window checkbox.
• Click the Chat meeting link dropdown menu and select a meeting link.

When you're done making changes to your meetings tool settings, click Save. Learn how to create or edit a scheduling page then share it with your contacts.