Receiving a booking with Meetings

Last updated: September 15, 2017

Available For:

Marketing: N/A
Sales: Free, Professional
Once you've gotten Meetings configured to your liking, you'll be ready to receive your first booking! This article will walk through sharing your Meetings calendar and show you how things will look from the prospects side of things.

Share your personalized Meetings link

You can direct prospects to book time with you by sending them your personalized Meetings link. To send a meeting link, hover over the meeting and click Copy link to the right. You can also embed a form for visitors to book a meeting with you by clicking the Embed button and pasting the code on your page (Sales Professional only)

There is a preset option which allows your prospects to select the duration (15, 30, 60 minute intervals) as well as preset 15 minute, 30 minute, and 60 minute meeting links. You can also copy the link to or embed any custom created meeting links.

Here are a couple examples of how meetings links are most commonly used:

What to expect when a prospect books a meeting

When a prospect clicks on your Meetings link, they will have the ability to select a date and time (and length of time if you've set multiple duration options). If you would like to pre-define the length of the meeting, provide one of the time preset links showcased above.

Once the prospect selects the meetings date/time, they will be asked to confirm the booking. If you've added properties or questions to the meeting (Sales Professional only), the prospect will be prompted to enter that information here.

Similarly, if someone visits a page on your website with an embedded meeting (Sales Professional only), they can select a date and time to meet with you.

They'll be asked to confirm the booking and add their information, along with any properties or questions you've added to the meeting.

After someone books a meeting, you'll get an email alert with the booking time and the contact's name. You can also click to view the contact in the CRM or view the calendar event in your integrated calendar. The prospect will also receive a calendar invitation with all of the meeting details. 

Note: If you make changes to the meeting description on the contact's record in the CRM, those changes will not be sent to the contact. To update the meeting description and send changes to the contact, please do so in the calendar event.

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