Create and Edit 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 team as an Admin by Navigating to Meeting Types. Here are some examples

Dynamic Fields 

Use these 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