How to Set up the HubSpot Meetings Tool
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- Опубликовано: 28 авг 2024
- Wouldn’t you love an easier way to schedule meetings? Precious time can be lost with the back-and-forth emails! Use the HubSpot Meetings tool to share your availability and make it easy to find time with customers, prospects, and colleagues!
In this video, we’ll cover:
- How to set up a personal meeting link
- Editing the meeting confirmation email and contact questions
- Selecting your meeting availability
- Embedding your meeting link on a website
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📚ADDITIONAL RESOURCES:
Want to learn more about the meetings tool? Check out this article: hubs.ly/Q017dxZW0
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On your Website the user has to input his first and last name twice, this could be a UX problem. Great video.
+Simon Affentranger thanks for the heads up. We’ll look into this!
Can you use it as a booking tool too? I.e., receive payments for bookings for sau consultation or freelance work
If you are US based, you can use HubSpot payments with the meeting links tool to have people pay in order to book with you. HubSpot payments are only available for US as of now.
Is there an option to include my electronic signature the meeting request?
There are a few ways to tackle this. One, you could add your signature to the description field when you set up your invitation. The second way is to embed the calendar request on a landing page and add your email signature to the page. Third, your prospect will receive an automatically generated confirmation email and you can include your signature in that email.
Hey, nice video, but what if i want to track my hubspot meetings with google analytics, how can i do that
HubSpot connects with your Google or Microsoft Calendar. You will need to connect Google Analytics with your calendar account, not HubSpot. You can use Zapier to connect the two apps. zapier.com/apps/google-analytics/integrations/google-calendar
I've synched with my calendar but people are still able to book over other meetings. Can anyone help me with that?
The first step is to verify your calendar integration is set up properly. You can also use the troubleshooting tool in HubSpot. Here is a HubSpot Knowledge Base article knowledge.hubspot.com/domains-and-urls/connect-a-domain-to-hubspot?KBOpenTab
If someone books a time to have an appointment, but then cancels their appointment time, how does their appointed time become available again for someone else to book? I am looking everywhere to try and do this but can't seem to find how. Thank you!
Hey Jennifer! If someone declines your meeting, it will showed as declined but it won't necessarily remove it from your calendar. That IS one drawback of the HubSpot meetings vs something like Calendly which has a link where the guest themselves can reschedule or cancel.
That being said, if someone declines your meeting invite that's sent automatically from HubSpot, and then you see that and delete the meeting, then your calendar will be freed up again for someone new to book in that spot. Make sense?
We're keeping our fingers crossed that a future release of this feature has the "guest reschedule/cancel" functionality!
Second, How can I change my meeting times? I want 20 minute and 45 minute times but I can't seem to find how to edit that.
Go to Sales>Meetings menu. Hover over your meeting schedule and click edit. In the left column, click on scheduling experience. Scroll down to Duration. You can edit the existing meeting times or click on the + another duration link to add more options.