How do I create meeting types?
Meeting types are essentially pre-configured templates for the kinds of meetings you offer.
They help you streamline the scheduling process by defining the key details of a meeting in advance. Think of them like a menu of meeting options that your invitees can choose from.
How to create meeting type?
Click on “Meeting Types” on the left side menu on Easify Booking.
Click On the “New Meeting Type” button.
Give the title of your Meetings, and also you can edit the URL to suit you more.
Select the Meeting Duration. And for breaks between meetings, choose a convenient Meeting Buffer for this particular meeting. Click on Continue.
Can I schedule online and offline meetings?
Choose Meeting Type,
Online Meeting Types Often happen on third party platforms like Google Meet and a meeting link will be created upon each booking.
If you Choose Online Meeting, You must have connected Google Calendar in order for Easify Bookings to create a Google Meet Link automatically when a booking is placed.
If you have not, you can choose Static Link in the next Platform option to enter your own Meeting link of any of your providers
Offline Meeting Types are created as In-person Meetings and a location would be prompted. You can add your Office Address or a venue in this type of meetings. You will be given a map picker to locate.
Choose Alert Template; These are series of reminders or intimations that are sent to the people who books appointment to this particular meeting. You can create a template and associate that template to a meeting type.
On hovering the ? Mark you can go to Alert Template Menu and Create Custom Alert Templates.
How do I require confirmation for bookings?
You can set appointments made to this particular meeting to require User Confirmation Via mail or SMS. Clicking this will send a confirmation mail and SMS to the user who booked the appointment. Only after their confirmation the appointment slot will be marked. This feature maybe used for Sensitive Meeting Types or as a crowd control mechanism.
Click on Preview & Confirm to preview what the end users who are booking appointments will see
You can see the preview of what a person would see if they come to book an appointment. Click on Create Meeting Type & Copy Link
