Meeting Template Details
This Meeting Template is designed to minimize the time spent taking calls with potential new clients. By scheduling 30 minute calls only at the top of the hour, you can run long if the opportunity proves to be worth your time. It also limits scheduling to Monday through Thursday afternoons and only allows three meetings per day. Adding a custom reminder ensures your new clients do not flake on you.
Submitted by Ammon Brown
About Meeting Templates
Meetings the Way You Want Them
Set preferences for the specific types of meetings you do often, like time, location, frequency, and reminders. Meeting Templates work for one-on-one and group meetings.
Create Unlimited Calendar Pages
Each Meeting Template creates a Calendar Page that you can send directly to the people you want to meet with. Schedule with multiple guests and multiple teammates.
Protect Your Calendar
With advanced privacy controls, you can confirm meetings before the invite is sent and set Calendar Pages as private.
Limit How Often You’re Booked
Set a limit for how many times per day you want to do a particular type of meeting, and how much lead time you want before it’s scheduled.
Easy Email and Slack Scheduling
Copy clickable time options from a Meeting Template, or use a Slash Command and the Scheduling AI will use your saved preferences to send available times to guests.
Streamline Team Scheduling
Create and share Combined and Round Robin Meeting Templates with your Team to save you and your guests time.