Click the ( + ) circle to add multiple time windows.įor more details on setting up your meeting template availability see Meeting Template Availability Settings. The checkbox next to the day indicates whether you'd like it included in your availability. Set the availability you'd like for the meeting template. If you leave the page title blank, the page will say "Schedule a Meeting with >". If you fill out the Page Title section, that's what will show when your recipients go to the URL. This calendar is where guests will be prompted to fill out your custom fields (see above) after selecting a time to meet. Click View to visit your meeting template calendar and Copy URL to share the link. Edit the link to make it easily memorable, if you want. Share this link so that guests can book directly on your meeting template calendar. Adding "?favorite_color=blue&pet=cat" to the end of the URL will pre-fill the Favorite color and Pet fields with "Blue" and "Cat" You can add multiple fields by using the "&" symbol. For example, you have a Favorite color and Pet field. For example you can use: " in the calendar URL. You can also use a variable as your value. Will all fill the custom field named "phone number": If you'd like to pre-fill custom fields, you can append a `?=` to the calendar URL.
Once they click one of those time slots, they'll be prompted to fill out their name and email address, and your custom fields! Like "Phone number" and "Role interested in":Īdvanced: Fill in Template Variables from the URL When recipients visit your meeting template booking page ( not when booking through an email), they'll see a calendar of your available times. Click the ( + ) circle to add more fields, or the ( - ) circle to delete fields. Fields are not shown when inserting availability directly into an email.Ĭlick the Add a field button, add the field label (the prompt your guests will see), and choose if the field is required. Guests will be prompted to fill out these fields when they follow your meeting template calendar link (see below). The field responses will be added to the calendar event description. It’s a great way to ask for phone numbers, preferred locations, website links, etc. FieldsĪsk guests to provide certain information by creating custom fields. They include the meeting title, location, calendar to schedule on, and meeting description. They’ll also be inserted into your Google Calendar event. These event details will display in the meeting confirmation window, and in the Mixmax invitation emails that go to you and your recipient.
Give it a unique name by editing in the top bar. This will open up a blank meeting template. To create a custom meeting template, head to your Meeting Templates page and click the New Meeting Template button. Insert meeting template availability in an email.
With each unique meeting template, you can specify the duration, availability, title, and location of the meeting.īelow are a list of features included in Mixmax meeting templates: You can use custom meeting templates to quickly schedule everything from coffee meetings to product demos.
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