How to use the Personal Scheduling Link supports both traditional meeting requests and now on-demand 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! Scheduling links are intended for 1:1 meetings. 

Customizing your Scheduling Link

Find your Personal Scheduling link under Settings - Meeting Types.

All scheduling links start with -- and end with the custom name that you enter. 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 coffee meetings, another one for 2 hour dinner meetings, and another for standard 1 hour meetings.

Activating your scheduling link: To activate you link simply enter a unique name at the end of the link, and then copy and share. 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.

The name at the end of the link must be unique - meaning it can't be in use by another user. 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 that reads "That code is taken". To fix this error, simply enter a unique name. 

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 link will no longer work. 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 however. 

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

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

Scheduling Form / Page

Clicking on your personal scheduling link will take the invitee to your personal scheduling form. This page includes details such as your name, the meeting duration, and the meeting type. It also prompts the invitee to 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. 

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. 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!