As an Admin, you can create meeting types that you can link to booking links for your entire team! Creating meeting types is easier than ever in Chili Piper. You can customize every setting of the meeting type in our template editor.
In this section:
- How do I create a new meeting type?
- How do I customize a meeting type?
- How do I duplicate a meeting type?
How do I create a new meeting type?
1. In Admin Center, open the Workspace you want to manage
2. Click on Meeting Types, then click on Create meeting type
3. Choose a name and meeting duration
That's it! Your team meeting type has just been created. Let's now customize it.
How do I customize a meeting type?
There are six sections you can customize to make your meeting template your own. Let's look at each one.
General
This is the name and duration you've set up under the first step to Create a new meeting template. You can change them here. Your meeting type booking link and description can also be found here.
Calendar invite
Here you can specify the Meeting Title, Location, and Description, which will show in the calendar invite. You can also see a preview of the invite on the right. Here's an example:
Looks cool, right? We use a new intermediary prompt to insert these fields, which allows you to add a new tag in some straightforward steps. We allow inserting of Dynamic Tags.
Insert Dynamic Tag
This button will open the enhanced UI to insert a custom dynamic tag of your choosing. Select the Object Source (Chili Piper), then the Object (Guest, Meeting, or Host), then the desired dynamic tag. For example, here's how you can add the meeting host's first name in the description:
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.
Guest Form
Here you can select the form that will link to your meeting template. Make sure you have an existing Form under the Guest Form section first - we will automatically link the first form you created, but you can change it in this section using the Replace button:
Meeting Buffers
To ensure you don't get back-to-back meetings, you can set up buffers before and/or after the calendar event. You can set these up here - make sure to select if you also want these buffers to apply for meetings scheduled manually via Instant Booker.
Schedule
Specify your availability for this meeting template. We recommend most users to enable Let users set their own schedules and Use Host's default timezone, but you can still select a custom timeframe of availability. Here's an example:
Availability Range - this setting specifies how far in advance an event can be scheduled. By default, we use six weeks. You can use a smaller timeframe if you want your meetings booked sooner.
Minimum scheduling notice - this setting specifies the minimum time advance a prospect is allowed to book. For example, with a minimum scheduling notice of 12 hours, a prospect can only book a meeting today for tomorrow at the earliest (respecting working hours).
Availability Increments - this setting specified at what time intervals prospects are allowed to book meetings. By default, we use 30 minutes so that meetings can be booked, for example, at 1.00 PM and 1.30 PM.
For more granularity, you can select 15 minutes so that meetings can be booked at 1.00 PM, 1.15 PM, 1.30 PM, and 1.45 PM.
For the best availability, choose Dynamic, which will allow meetings to be booked whenever there's a free slot. For more information on how Dynamic intervals work, check out this article.
Advanced Settings
These are Advanced template settings that are defaulted for the most common use cases, but you can customize these to your liking. The most popular settings here are:
Host Booking Limit - set the number of times a host can be booked. For example, you can select to have a Host receive a maximum of 4 meetings per day - once that limit is reached, Chili Piper will start booking meetings for that rep starting tomorrow.
Prospect Booking Limit - set the number of times a prospect can book this meeting type. This setting is helpful if you don't want 'spammy' bookings from the same prospect. This way, you can limit the number of times their email address or domain can book per hour, day or week.
How do I duplicate a meeting type?
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