How to create a scheduling page in Hubspot so people can book time on your calendar
HubSpot Admin |
29 steps |
3 minutes
Tip! Super admins with assigned Sales Hub or Service Hub paid seats can also create and edit scheduling pages for other users by selecting the other user as the meeting organizer.
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Click "Sales" > "Meetings"
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Click here
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Select the scheduling page type that you want to create
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Give your scheduling page an internal name for your reference. This will not be visible to prospects.
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Specify the organizer. The organizer is the meeting owner, or the user the contact is scheduling a meeting with.
Tip! Tip! Super admins with assigned Sales Hub or Service Hub paid seats can also create and edit scheduling pages for other users by selecting the other user as the meeting organizer.
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Give the event a title.
The title is the name of the calendar event you share with your contact. For example, "Product Demo" would appear as event name. You can insert personalization tokens in the subject by clicking Contact token or Company token.
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Location: include information about how and where you will connect with your meeting attendee. This can be a call-in link, a physical location, etc. This location will appear in the contact's calendar invite, and the event created on your default personal calendar.
Tip! Add videoconference link: if you're using HubSpot's integration with Zoom, UberConference, or Google Meet, you can add a videoconference link. If you have not set up a videoconference integration, you will not see this option.
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Recommended: Add cancel and reschedule links in the event description to make rescheduling easier for prospects
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Click here
Determine availability and scheduling details
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Click here
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Select your timezone and availability
Alert! If you're creating a group or round robin scheduling page, the scheduling page will pull your team's availability according to their individual scheduling pages.
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Click here
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Set buffer time to zero
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Specify the hourly increments of slots that someone can choose when scheduling
Specify the information that you want to gather when people schedule