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How do you set up a meeting scheduler?

Let customers book meetings directly in your calendar through HubSpot.

With HubSpot's meetings tool, customers and leads can book time directly in your calendar, without back-and-forth emails. The booking is automatically connected to the contact in the CRM.

How to set it up

  1. Connect your calendar. Go to Settings, General, Calendar and connect Google or Outlook.
  2. Create a scheduling page. Go to Sales, Meetings and click Create scheduling page.
  3. Choose the meeting type. A one-on-one meeting, a group meeting or round robin, where bookings are distributed across several people in the team.
  4. Set your times. Choose the meeting length, when you are available, buffer time between meetings and how far ahead people can book.
  5. Add questions. Decide what information the person booking should fill in, such as company or what the meeting is about.
  6. Share the link. Use the link in your email signature, in sales emails or embed the calendar on a web page.

Good to know

  • Personal scheduling pages are available in HubSpot's free version.
  • Round robin and group meetings require a paid Sales Hub or Service Hub.
  • You can connect Teams, Google Meet or Zoom so the meeting gets a video link automatically.

Want help setting up meeting scheduling for your whole sales team? Contact us.