Meetings can be very different in their length, type, and impact. You can create different meetings that best fit into your schedule, as well as who will be attending. This article will detail how to create, edit, and preview different types of meetings.
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Understanding Meetings
In SharpSpring, meetings can only be booked after you have created a meeting. When creating meetings, you will need to determine the length and frequency of the blocks of time that people can book time with you. Once you have set your general availability during a given day, you can set meetings to take up certain amounts of time during that availability.
After you create a meeting, that meeting will display a meeting link. Meeting links are unique to the meeting. When you send meeting links to prospective viewers, you are inviting them to book a meeting with you. They will select from a preset date, time, and length that are determined by how you configure meetings.
Creating Individual Meetings
Creating a meeting requires information about the meeting itself, as well as when and how it will be placed in your calendar. You can set meetings for one-on-one interactions. To create an individual meeting, do the following:
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Note: Primary meetings are the default meeting type used when sharing booking links or buttons and will be copied to your clipboard if you have created multiple meetings. Primary meetings cannot be deleted.
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Note: If you have not connected SharpSpring with Zoom, Make it a Zoom meeting will instead appear as Connect Zoom Meetings. You will need to connect SharpSpring with Zoom.
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Note: Meeting location information can be physical locations, such as a building address, or a website URL.
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Creating Team Meetings
Editing Meetings
You can edit previously created meetings at any time. To edit the content of a meeting, do the following:
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Created meetings will display a meeting link. This link can be placed in emails or on landing pages as either a hyperlink or as a button. For more information on meeting links and buttons, refer to Sharing Meetings.
Previewing Meetings
Once you have created a meeting, You can preview the process for how prospective viewers book time with you. To preview how viewers book time with you, do the following:
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Note: Once you have finished the preview process, SharpSpring will send a confirmation email to the email address you entered in the preview calendar. Be aware that this email comes premade and cannot be modified.
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Note: Be aware that the meeting form comes premade by SharpSpring and cannot be modified, except for its color.
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Deleting Meetings
You can delete previously created meetings as needed. Be aware that deleted meetings that have future bookings will direct meeting attendants to a 404 page should they attempt to connect. You will need to reschedule attendants to other meetings. To delete meetings, do the following:
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Note: The Primary meeting cannot be deleted.
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Regarding Existing Calendar Events
Meetings respect events set to a Busy status that are on your calendar already. They will not allow for that time to be booked. However, Meetings will not respect events set to a Free status. They will allow time to be booked then with your meeting link.
As such, your important calendar events—or at least those you do not want subject to scheduling conflicts—should be set to a Busy status.
For more information on setting calendar events to have a Busy status, refer to the following external help articles: