Guide to Meeting Scheduler

You can find this feature in your CRM under:
Settings → Other Settings → Meeting Scheduler Setup

🔧 Setting up a new schedule

1. Create a new schedule

   • Click "Add User" to start the setup.

2. Fill in basic information

   • Subject: The meeting name or type (e.g. Demo, Support, Consultation).

   • Description: A short text explaining what the meeting is about.

   • Location: Where the meeting will take place (e.g. “Teams link” or “I will call you on your phone number”).

3. Choose meeting length

   • You can allow multiple durations: 15, 30, 45, or 60 minutes.

   • The person booking will select one of these.

4. Select user(s)

   • Add the CRM user who should be bookable (e.g. simplysupport).

   • If Check User Existence is enabled, the system validates that the user actually exists in CRM.

5. Workdays

   • Select the weekdays when meetings can be booked (e.g. Monday–Friday).

6. Workhours

   • Set available hours for booking (e.g. 09:00 – 17:00).

7. TimeZone

   • Choose the timezone for this schedule (e.g. Europe/Brussels).

   • On the booking page, the time will automatically adjust to the visitor’s local timezone.

8. Minimum notice

   • Define how far in advance a meeting can be booked (e.g. 0 minutes = immediate booking allowed).

9. Name and email (when adding a new user)

   • If you want to add a new CRM user, enter their name and email here.

📋 Overview of configured schedules

Once created, schedules will appear in the table below:

• Users: Which CRM user(s) can be booked

• Subject, Location, Description: Information shown to the person booking

• Workdays & Workhours: Available booking days and times

• TimeZone: Timezone for this schedule

• Minimum Notice: Shortest allowed booking notice

• Length of Meeting: The durations available (15, 30, 45, 60 min)

• Copy URL: Shareable link to the public booking page

• Edit: Adjust the configuration

• Delete: Remove a schedule

🌍 Booking – what the customer sees

When you share the Copy URL, the customer will see a booking page like in your screenshot:

1. They choose the meeting length (15, 30, 45, or 60 minutes).

2. They pick an available date and time from the calendar.

3. They see your subject, description, and location (e.g. “I will call you on your phone number”).

4. The booking is saved in the system.

✅ Summary

• Set up users with availability, meeting lengths, and timezones.

• Share the booking link (Copy URL) with customers or partners.

• Customers can book meetings directly in your schedule based on your defined settings.