Meeting Series Settings and Configuration

Recurring & Series

You can set how often you would like meetings to recur or for the link to be good for one-time use. Adjust the occurrences to how many meetings you would like to occur in the series. Select the date, time, and meeting template you would like to use for the meetings. 

Salesforce Options

Configure whether or not you would like the event created in Salesforce and select a Default Booker to be used as the created by user in the Salesforce event.

Calendar Events Preferences

Select whether you would like to create a Calendar Event for each individual guests or for all guests. You can also configure if guests can see each other in the invite, limit the  amount  of guests, and customize a message for if the meeting is full.

Calendar Event Owner and Host(s)

Add who you would like to be the Calendar Event Owner and Internal Team Members as hosts.

Meeting Series URL

Under "Meeting Series URL," you can find your Public One-Click Booking Link. By selecting your mail automation tool, we will generate a smart booking parameter to help identify prospects that book through your URL. Here is an article overviewing our smart booking links.

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