Create and Duplicate Meeting Types

Meeting Types allow you to save time by pre-populating the calendar invite, the contents correspond to the existing sections of your Calendar invites in Google or Outlook

You can create these on a personal level under My Workspace here, or for the workspace as an Admin by navigating to Meeting Types within each individual Workspace. 

In the Meeting Type builder you'll find configuration settings in the left navigation menu and a preview of your meeting type on the right:

Meeting Location

You can choose where your meeting takes place from our picklist of options:

If you are in your Personal Workspace, then you'll be able to connect and choose from any of our video integration options. If you are on the admin level (shown above), then we'll show the integrations your user has connected.

For our native video integrations you'll notice a submenu to choose a "One-time Link..." which generates a unique meeting link that expires after the meeting. To include dial-in numbers, choose the "...& Dial-In" option.

You may also choose to add a Custom location which can use a combination of free-text and dynamic tags:

This option will populate the invite with location field text "See details below"

When inserting a meeting location, you'll notice a dynamic tag inserted: {!CP.MeetingLocation} which will populate with the relevant details after the meeting has been booked in its place. 

In Instant Booker, we'll show this tag in the Location field and description similar to other tags, until the meeting is booked:

Note: If you use a meeting location that requests dial-in numbers be added, the parsed meeting link will be included in the invite Location field and the full details will be added in the invite description.

Dynamic Tags 

Use Dynamic Tags to automatically populate information such as your prospect's name or your Zoom details, here is a guide to them

Meeting Buffers

Enable these to create Busy blocks in-between meetings to avoid being booked back-to-back

Availability

Adjust this as needed for each meeting type or leave it as is, default settings are automatically applied

Salesforce Options (now in CRM Actions)

You can define these per meeting type or for the entire workspace. 

If your templates are involved in your inbound flow or meeting handoff, you might want these enabled to help keep Salesforce tidy

Advanced Settings

These settings are optional based on your preferences. If you have customized a Form in Chili Piper to be used if a prospect's information is not automatically known, you can relate it to the Meeting Type here

Meeting Type Description

Located under the "General" tab.

Add a little blurb on the meeting purpose if this Meeting Type is used on a link where there are multiple Meeting Types enabled

Duplicate Meeting Types

Want to re-use settings from an existing meeting type? You can select this button here to see the Duplicate option:

We'll create a clone called "Copy of..." 

You can edit this name in the General tab of your meeting type, this will update the URL as well to reflect the new meeting type name.

Note: you cannot have two links with the exact same meeting type name, any duplicates will have an integer appended to them starting at 1