Meeting Links

Video Description

Meeting links put the power to book meetings in the hands of your prospects. This tool lets prospects automatically schedule meetings, to save you hours of time spent on unnecessary emails.

In this video, Carly will show you how to use the Meetings tool for the most seamless, easy-to-use meeting setup experience. This video explains what to expect from using the Meetings tool, what details are included in the meeting link (once it’s sent to clients), and how you can customize your meeting links to fit your preferred scheduling types.

More Information on Group Meetings vs. Round Robin Meetings:

Group Meetings

• When booking a meeting using a group meetings link, contacts will be able to select any time when all of the selected team members are available.
• When a contact clicks the meetings link, they can select a time, then add their details to schedule the meeting. The creator of the meeting will receive a notification and the meeting will appear on each participant's calendar.

Round Robin Meetings

• When booking a meeting using a round robin meetings link, contacts can select any time when one of the selected team members is available.
• When a contact clicks the meetings link, they can select a time, then add their details to schedule the meeting. The team member who is available during the selected time will be booked for the meeting and receive a notification. The meeting will appear on their calendar.