How to Create Different Meeting Types & Edit Settings | Scribe

    How to Create Different Meeting Types & Edit Settings

    • Cue North |
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    • 3 minutes
      From Home page, click create in upper right corner Select Event Type and then select One-on-One Event name should follow this naming convention: [#] hr Training Session: [skill name]. Example used: 2 hr Training Session: Antenatal and Newborn Assessment Location field should be Ask Invitee Description/Instructions field should be things to consider before training such as space requirements, supplies, equipment required, etc... The event link should be autogenerated to be similar to your title. Leave this be.
      This "When can people book this event" section is important. We recommend allowing invitees to be able to schedule up to 60 calendar days in advance Duration will need to be Custom if longer than 1 hour. Make sure the units (min or hrs) are correct. Make sure this duration matches the title name. You can use your existing schedule working hours or you can set custom hours of availability We recommend a 30 minute buffer both before and after to give yourself time for things like transport, setup, prep and cleanup.
      Invitee questions sections are standardized to 5 questions. Name and Email are automatic and required. Change Location to "What's the address for your clinic?". Add a new question at the bottom that asks "What's the name of your clinic?". Make sure its required and a One Line type Add another question that asks "How many NPs will be attending this training?". Also required and a One Line type Add one last one that asks "Please share anything that will help prepare for our training session or any questions you may have.". Make sure its Multiple Lines type and not required.
      For more questions and inquiries on this topic, please see calendly's help centre page (https://help.calendly.com/hc/en-us/p/getting-started)

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