How to Create Meeting Links

This video provides a step-by-step guide on using HubSpot's Meetings Scheduler to streamline the process of booking sales meetings and managing scheduling pages.

• Frequent sales meetings can lead to more deals and leads, making efficient scheduling essential.
• Access the Meetings Scheduler via the Library, then navigate to Meetings Scheduler.
• The Meetings page allows users to view and edit all existing scheduling pages.

• Initiate a new scheduling page by selecting from One-on-one, Group, or Round Robin options.
• The first setup page is the meeting overview, where you name and personalize your scheduling link.
• Add organizer details, set title, location, and description for calendar events, using tokens for personalization.

• Customize the scheduling page’s web address and manage schedule, form, and confirmation tabs for bookings.
• Set meeting duration options, availability windows, and restrict bookings to specific days and times.
• Enable working hours and prevent bookings during unavailable periods with calendar integration.

• Adjust additional settings like page image, advance booking limits, and restrict booking dates for travel.
• Set minimum advance notice and buffer times to control how soon meetings can be booked.
• Choose booking page language and time format, ideally defaulting to visitors’ browser preferences.

• Select information to collect during booking, including customizable contact properties and custom questions.
• Enable CAPTCHA and GDPR compliance options to ensure secure and lawful data collection.
• Additional settings allow pre-populating fields and auto-submitting forms for returning users with known data.