New Meeting Scheduler
A booking page that shows real availability, respects notice and wrap-up time, and writes straight to the right calendar.
1Letting people book themselves
Phone tag costs more appointments than a bad pitch does. A New Meeting Schedule hosted page shows a contact your genuine availability and lets them pick a slot; the booking lands on the right user’s calendar and on the contact’s record.
2Setting one up
Create it in Settings → Hosted Pages with the type set to New Meeting Schedule, then set:
- Meeting Name and Meeting Link — what the meeting is called, and a video link if it’s remote.
- User(s) — whose calendars are offered. Availability is read from their working hours and existing appointments.
- Apt Length — the slot size, from 15 minutes upwards.
- Adv Notice — how far ahead someone must book, so nobody takes a slot starting in ten minutes.
- Wrap-up — padding after each appointment for travel or notes.
- Available Days / Time of Day — when this particular meeting type can be booked, which can be narrower than your opening hours.
- Office Address or a default address, for in-person meetings.
- Appointment Invite Template and Email Template — what the contact receives when they book.
- Lead Source, Sales Cycle, Action Plan and Event Plan — what a booking sets on the contact and what follow-up it starts.
- Apt. Theme Color and Apt. Font Color — so the page looks like yours.
3Sending it
Link to the page directly, or reference it from a template with the hosted-page token so the link is personalised to the contact — see Tokens. Scheduling pages can also be offered when creating an event from a contact profile.
Wrap-up time is what makes it usable
Without it, back-to-back bookings leave no time to travel or write notes, and your team stops trusting the calendar. Fifteen or thirty minutes is usually the difference between a scheduler people love and one they quietly work around.
4Troubleshooting
No slots are offered
The chosen users have no availability: check their operation hours, their existing appointments, the advance notice, and the available days set on the page.
Bookings land on the wrong calendar
Check which users the page offers, and the calendar-assign setting in Settings → Contact Profile.