Meeting Template Details
This Meeting Template is available to any of your customers. It utilizes our Round Robin feature to schedule a call with any of your team members who are available at the time the customer chooses. However, this Meeting Template will require a payment of $25 for the 30 minute call, as it is designed for the non-VIP tier of customer. It also includes a Post-Meeting Action to send a survey to your guest with an example link to Airtable.
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.