To create your first meeting page, follow these steps:
Go to "control" and click on "times" and then "meetings".
Click on "create a new meeting page" on the right hand side.
Set up the internal name and type of the meeting page (either one on one or group session).
Select a data form to use for the meeting page. You can create a new data form specifically for the meeting page or use an existing one.
Configure the settings for the meeting page, including the time zone, logo, confirmation link, invite name and email, meeting duration and availabilities, and description and confirmation page.
Preview the meeting page using the preview link.
Override the design of the meeting page if desired.
Set up a new lead and schedule a meeting using the meeting page. The meeting invitation will be sent to both the lead and the organizer, and the meeting will be added to both calendars.
Video Transcript
All right, so now I'm going to walk-through on how to set up meeting pages. So much like sending a one off calendar invite to your lead in the lead view, you can set up a meeting page and allow your prospects to visit that personalized, put their information in and schedule time at their convenience for open slots. You can use that personalized link on your email signatures. You can send prospects to that link or use it as part of a sales funnel.
To do that you're going to come over here to control, you're going to click on times, you're going to click on meetings and on the right hand side you have an option to create a new meeting page.
On the meeting page you have the internal name, so this is just for you to organize. You have the type which is either one on one or a group session. If it's one on and one any time, so they select. We'll get removed from the options for the next person that comes in and then group. It'll allow you know multiple people to choose the same time that you have.
Then there's the data form. So this is important whenever you're creating workspaces for your data forms, and I mentioned in previous videos on how assets that use those data forms inherit the workspace. So in this case, if I were to select the data form that's associated with a workspace, this meeting page will actually be assigned to that workspace and inherit. Anybody that comes through will also be assigned to that workspace.
One thing I like to do is actually create a data form specifically for the meeting page. In this case I have two data forms, one for import, one for for embedding out there on external websites. So I'm going to go over there real quick and I'm going to create a data form specifically for this meeting page or for meeting pages.
And so I'm going to go back over to template data data forms. And here I have those two data forms and I know one of them has pretty much all the data that I want to collect on my meaning pages. So I can easily just clone this and I'm going to go ahead and select Wayne enterprises or industries as the workspace. And I'm going to change this and it's like that and it alone.
And so what this is doing, it's cloning all the fields, so all the fields that I set up prior. Everything that I did is that, but it's assigned to this particular data form. So now that I have this data form set up just for meeting pages, I am going to go back to tiles. Click all meetings and here I'm going to create my first meeting page page.
I'm going to make this one on one and I'm going to select that new meeting page data form that I just set up and hit. That's going to show up in your table. You can either click on the edition or directly into the actual meeting page link or name here, and so you're presenting with different options.
Before you do the description in the confirmation page and all this stuff over here, I do a quick little configuration real quick and take the preview link and go out there and look at it.
So here on this right hand side you can change your type at any moment. Your time zone is default to what your time zone is in your profile. But you can certainly change the time zone of the meeting page, your logo. So grab whatever logo you want to use.
I'm going to go and grab this confirmation link. So anybody who fills out this data form on or books a meeting on your meeting you can send them to anywhere you want them to go. Maybe a payment page, maybe some other page doesn't matter. You can redirect them anywhere you want them to go to. Also invite name. So by default this is going to send out as Bruce Wayne with my email address and my user profile. However, I can change the name to something else and I can change the invite email to whatever I want.
Meeting duration, so you have 1531 hour and 30 minutes is default and then you can pick your availabilities. So in this case I could say I'm available on Monday and I want to be available from, let's say, eight m to 230 PM and then on Tuesday. I only want to be available from 230 PM, let's say five and I'll just say Thursday and we'll do it too.
So now I have at least enough information to go. Look at my profile page or at least my meeting page to get your link. You go back template meetings and you have your little link right here and the table. Just click that icon right there, his copy and now you can go out to your meeting page and you can start seeing what it looks like.
So as you could see, you know the first meeting page, that's what the name is, whatever you name, this is what shows up. You have the duration of the meeting. You have the calendar over here for the days that you're available. So, for instance, we say we're only available on Monday, Tuesday and Thursday. So if I click on Monday the 23rd, I'm presented with em all the way to 230 PM and of course that data form to fill out, to pull the lead data.
So one thing here: they can change the user, the person who, the prospect or lead who's coming to your meeting page can come in here and change their time zone. So it defaults the time zone that you've set, obviously, but they can change their time zone. It'll do all the offsets and everything that is needed when they schedule, as well as change the times here. So you know you have 230. If I were to change this to eastern time, everything would show nine, for instance. If I change this, let's say New York, and then now everything is nine a m to 330 PM right. Or if I go back to central to Chicago, in a city you know now everything is back to what it was standardized on central.
So all the other options is basically configuring what you see here. So, for example, your first section here description. You can put whatever you want here and that'll alter here. If you do not have a confirmation like, it'll redirect them to a page within here and basically just removes all this and has whatever you want it to say.
So, I'm going to say now and the counter in details. So when you fill out this form or schedule a meeting, it's going to send an email with a section in there about meeting details, because right now we don't have integration into, you know, sweet, and we're wrapping up integration into office 65 calendar and then of course some integration. You're going have to provide a invite details here. So, for instance, if I wanted to do a zoom meeting I could put in here. We're going to some details that follow right before the meeting or I can put in the actual personalized soul. It just gives some instructions. Or I'm going to call you that. You want that person to know when they get this meeting invite, where this meeting is going to take place and how it's going to take place. So in this case I'm just going to put we'll call you directly.
Next is override, so you may want to override the design of this page, so you have full access to the. So if you have experience you can throw in whatever you want and that i'll change up this design. However you like, you know, completely manipulate this to look anyway you want.
So everything is pretty much set up to where I can actually now submit and I'll walk-through that process. What that looks like. So let me go ahead and refresh. I'm going to go ahead and select the 23rd and let's just do one and I am going to add a new lead. This lead that I'm going to add, actually I have read of Alison and we can see what that email looks like to. I feel that in industry and industries. So now, when I hit schedule now, what this is doing is sending out meeting invitation to Vicki. It's sending out a meeting imitation to myself. It's redirecting to whatever reader pass you wanted to go to and of course you're thank you information that you put in and the email that it looks like when it's sent.
You know this went to Vicki Vale, although it's showing in my email is because I set up in Aliis to send Vicki Vale. So Vicki Vale sees this, sees the meeting details, sees the time and the time zone that's associated with the actual call, the meeting details personalized and then of course he can go back out to the page to look at it. Once they accept this, it shows up on the counter, but they can accept it as well to give you, you know your response and it'll show who the organizer is.
So I mentioned earlier. You have the configuration here for invite, name and invite email. That's where you're configuring here and again. It also sends out to both, you know, both parties. So it shows up on both calendars. So it doesn't have the native integration to email calendar, our Google counter and obviously 65 calendar. But it is sending a celibate and so that automatically goes on the counter and of course they can accept it or client. And of course it goes on your counter as well. And then you just put in the meeting page details of what you're going to do for that meeting.
And so once that set now, when you come into your leads, of course you get the notification that someone has filled out the form. So here's Vicky just came in through your meeting page here. So when you go into this lead, so it came off your meeting page and then when you come into your task, you now show that I have a call will at one and 30 or one PM central standard time on May 23rd, so automatically is put on your back in for task. It sends an invite, it adds a new lead.
So if you have any cadences or anything sent up for automation trip, you have that and of course you can click on the counter mode and and see all your options for your counters and your invites and everything like that. So everything is is set up once they go through that meeting page to show directly directly here.
