How to use the Personal Scheduling Link supports both traditional meeting requests and now on-demand 1:1 meetings scheduled via a personal scheduling link. 

Your Personal Scheduling link is a public URL that you can share with anyone to easily book a meeting with you! Add this self scheduling option to an email, share it via SMS or chat, or integrate it with your web lead forms. 

Note: Basic plan users are limited to 1 personal scheduling link, while Professional and Team plan users can enjoy unlimited scheduling links and custom meeting types. Learn more about our Pricing Plans.

Customizing your Scheduling Link

View and customize your Personal Scheduling link under Meeting Types.  Each meeting type has it's own link, allowing the settings for each type to automatically be applied to the associated scheduling link. This makes it easy to have one link for 30min discovery calls, another one for 2 hour on-site interviews, and another for standard 1 hour training sessions.  

All scheduling links start with -- and end with the custom name that you enter. 

If you don't enter a custom scheduling link when creating a new meeting type then will automatically generate a unique one for you. This will be in the format of (meetingtype)(yourName)(unique-numbers).  All pre-configured meeting types also have a default personal scheduling link. You can always choose to customize one of the default scheduling links with a unique code of your own choosing.

Custom naming tips: 

  • The name at the end of the link must be unique - meaning it can't be in use by another user. You also cannot reuse the same unique code across different meeting types.
  • If you do enter a name that is already in use by someone else (or one already used by another of your meeting types) you will see an error and will need to correct before you can save.

Updating your scheduling link: You can update your link name at anytime but it's important to know that if you do so, the original customized short link will no longer work (although the actual long link it refers to will). Once you give up a URL someone else could also now claim it. Meetings you previously booked with the old URL will not be impacted. 

TIP! We highly recommend setting Lead Time if you are using the personal scheduling link - to avoid being caught off guard with a last minute meeting. 

Sharing your Scheduling Link

To use your personal scheduling link simply copy and share. It's easy to send your personal scheduling link to your clients or prospects - simply copy it and then drop it in an email, or even add it to your email signature so prospects can schedule time with you as needed.   

Once invitees click the link and arrive on your scheduling page, they'll be able to select the time that works best for them based on your availability. 

Here's a few ideas of how to use your scheduling link:

  • Add it to the body of an email - so the email recipient can easily schedule a meeting with you
  • Add it to your email signature - so any email recipient / outbound leads can book time with you
  • Add it to a web form - and use to book all your demos or discovery calls
  • Share via SMS / LinkedIn or on your favourite chat platform

Scheduling Form 

Clicking on your personal scheduling link will take the invitee to your personal scheduling form. The invitee will first be prompted the provide their  Name and Email Address. This is required so you know who is booking a meeting with you - and so can send the attendee the meeting calendar invite once they select a time.

Want to Auto-Populate the Name / Email? Scroll down to 'Advanced Options' below.

Invitees can add Guests: 
Meeting Creator's can now allow their invitees to Add Guests. When this setting is enabled (by the meeting creator from the associated Meeting Type) an "Add Guests" option will appear on the landing page. When checked invitees can invite other guests by simply entering their email address. 

If other guests are added, will automatically send an invite to those guests and add them as attendees. The meeting creator will also be notified if guests have been added, so they are aware a group meeting is in progress. This is a convenient way to ensure all stakeholders on your client's or prospects side are included in the meeting!

Don't want your invitees to invite others? This option is enabled by default on all Meeting Types but can be turned off by the Meeting Creator.

Upcoming Meetings Warning: 
If the invitee already has existing meetings with you, then we will show a message educating them how to make changes to the existing meetings, and giving them an option to schedule a new meeting. While we already provide a link in the confirmation email that invitees can use to reschedule or cancel a meeting they booked, this message helps ensure invitees don't book a NEW meeting with your scheduling link, while attempting to reschedule an existing one. 

Selecting a Time 

After the  Name and Email details are submitted the "Select a time" button takes the invitee to your personal scheduling page, where they will be able to select the time that works best for them based on your availability. This page includes details such as your name, the meeting duration, and location. Remember we don't share the personal details of your schedule, we just show the time slots when you are free. 

Meeting Confirmation

Once an invitee selects a time we then send both you and the invitee a calendar invite. We also notify you (using your preferred notification message - email or chat), and confirm the details with the invitee by sending an email confirmation. It's that easy!

Basic Plan Restrictions Basic (free) users are subject to the following personal scheduling link restrictions:

Advanced Options:

Auto-Populate Name / Email

You can customize your scheduling link to auto-populate with the name / email from a lead form; for example so you can pass these details when a prospect submits a "Book a Demo" form.

Use the form action below with your form page button:

<em><form action="" method="post" enctype="text/plain">Name:<br> <input type="text" name="name"><br>E-mail:<br><input type="text" name="email"><br><input type="submit" value="Send"><input type="reset" value="Reset"></form></em>

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