/dashboard/calendar/ under the Meeting Types tab and your booking page will offer them to the booker.
Anatomy of a meeting type
Title and description
What the booker sees on your public page — “30-Minute Demo”, “Free Strategy Call”.
Duration
Pre-set to 15, 30, 45, or 60 minutes. Custom durations supported up to 8 hours.
Location
In-person, Zoom, Google Meet, Microsoft Teams, phone call, or custom.
Buffer time
Padding before and/or after each meeting. No back-to-backs.
Intake questions
Custom fields the booker fills in — name, email, company, “what brings you here?”.
Daily limits
Cap the number of bookings per day for this type to protect your time.
Create a meeting type
Open Meeting Types
From
/dashboard/calendar/, click the Meeting Types tab and select New meeting type.Name and describe it
Title shows up on your public page. The description appears under the title — keep it short and clear about what the booker can expect.
Set the location
See the location options below. Auto-generated meeting links work for Zoom, Google Meet, and Teams.
Configure buffers and limits
Add buffer time before/after, set a max bookings per day, or leave both off.
Add intake questions
Default fields are name and email. Add custom questions for context you need before the call.
Location options
- Zoom
- Google Meet
- Microsoft Teams
- Phone
- In person
- Custom
A unique Zoom meeting link is auto-generated for each booking. Requires Zoom connected in Settings > Integrations. The link appears in the calendar invite, confirmation email, and the booking detail in your CRM.
Buffer time
Buffer time prevents back-to-back bookings and gives you a breather between calls.Buffers apply on top of meeting duration. A 30-minute meeting with a 15-minute after-buffer effectively occupies 45 minutes on your calendar.
| Setting | Use case |
|---|---|
| Before only (5–15 min) | Demo prep, glance at the deal in CRM |
| After only (10–15 min) | Notes, send a follow-up, decompress |
| Before and after | High-stakes sales calls, executive meetings |
| None | Office hours, casual chats |
Intake questions
Custom questions live on the booking form. They’re stored on the booking record and pushed to the matching CRM contact, where the AI Sales Co-pilot can read them. Common patterns:- What brings you here today? (long text) — pre-call context
- Company size (dropdown: 1-10, 11-50, 51-200, 201+) — qualification
- Phone number (phone) — required when location is “Phone”
- Anything we should know? (long text) — accommodations, technical needs
Daily limits
Cap the number of bookings per day for a single meeting type. Useful when:- You only want to take 3 demos per day so the rest of your time stays open
- You offer a paid coaching slot you don’t want oversubscribed
- A new product walkthrough is in beta and you need a small cohort
Routing meeting types to specific people
Meeting types belong to a single user by default. To route a meeting type to a team — round-robin among reps, or any-available — use Team Calendars.API
Manage meeting types programmatically:Troubleshooting
My Zoom/Meet/Teams link isn't auto-generating
My Zoom/Meet/Teams link isn't auto-generating
Check that the corresponding integration is connected: Zoom in Settings > Integrations, Google Calendar via Connect Google Calendar, or Outlook via Connect Outlook. Reconnect if the token expired.
Bookers see no available times
Bookers see no available times
Most often this is an availability issue, not a meeting type issue. Check Availability and confirm your work hours, time zone, and blackout dates allow at least some slots in the next 30 days.
Buffer feels like it's eating my whole day
Buffer feels like it's eating my whole day
Trim the buffer or set it on one side only. Most teams use 5–10 minutes after the meeting and zero before.
Next steps
Availability
Set the windows when each meeting type is bookable.
Automations
Send reminders and follow-ups automatically.