How to add Meeting Instructions


Users can now easily add meeting instructions to their Meeting Acceptance page and the Personal Scheduling link form. This is useful for adding a brief bio or to clarify the general purpose of the scheduled event. Please note meeting instructions are different then the Agenda / Description which is unique to each individual meeting. 

Perhaps you want to add some general instructions about your meeting assistant such as:

  • "Hi, my meeting assistant knows and shares my availability seamlessly. Please choose a time most convenient for you."

As a Recruiter you might want to add instructions about the interview process:

  • for a screening call such as: "Book your 20 min interview screening call with Sarah Silver, Head Tech Recruiter. I look forward to talking with you!"
  • or a personal bio to introduce yourself such as: "Sarah Silver is the Sr. Tech Recruiter at TechConsultants Ltd, and specializes in recruiting for Toronto based Software Engineer and Product Management roles".

Or your sales team might want to add custom copy to educate prospects:

  • "30 minute demo with the MALTech team. This is a great opportunity for us to learn more about your use case and provide you with the right resources to get you started!"

Adding Meeting Instructions


Meeting instructions are optional and can be added to the Meeting Type. The Rich-Text Editor allows you to add styling such as bolding, italics and bullet points for greater control over your message. 

Once added they appear for all meetings associated with the meeting type. Where exactly do Meeting Instructions appear? See Viewing Meeting Instructions examples below

Please note Meeting Instructions is different then the Agenda / Description which is unique to each individual meeting. 



Viewing Meeting Instructions

Once added Meeting instructions appear on the Meeting Acceptance page and the Personal Scheduling link form.
Currently they are not added to the individual meeting invites, but this is something that we plan to support in the near future!

Personal Scheduling Link Form

  • Meeting Instructions appear at top- e.g. "Meet with a member of the..."Meeting Acceptance page
  • Meeting Instructions appear at the top - e.g. "Meet with a member of the..."
  • Learn more about the meeting acceptance page

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us