How to create a meeting scheduling widget

Click on "Sales" and then select "Meetings" from the top bar in HubSpot.

Click on "Create scheduling page".

Click here.

Click on the "Internal name" field and give it a name that's easy for you and the team to recognize and use.

Click on "Add videoconference link".

If your Zoom account is already linked with HubSpot, choose that option and bypass steps 7-9.

Click here.

Click on "Zoom settings"

You'll be directed to a new page to connect your Zoom account with HubSpot. Click "Link an account".

Click on "Select a Zoom account", choose the one associated with your account, and then press the "Link Accounts" button.

Return to the "Meeting schedule" page. In the "Description" field, type a brief message for those you invite. It's suggested to use the following template: \[I'm all set and confirmed for our meeting. If you need to cancel or you're likely to run late - please email me at [kevin@lean-labs.com](mailto:kevin@lean-labs.com)\]

Turn on the "Create and reschedule" toggle if you want to let customers reschedule or cancel the meeting through the invitation email.

Under "Meeting Type", choose "Sales".

Once you've completed this section, click "Next".

Under "Duration options", choose the meeting lengths that work best for you. These choices set the possible meeting times a potential lead can schedule with you.

Choose your time zone in the provided field.

You can also define your available hours using the options provided below.

Click on "Additional settings" if you want to adjust other settings like "Minimum notice time" or "buffer time".

Proceed to the "Form" tab.

In this section, you can include contact properties to gather more information about your customer before the meeting.

To add these, click on "Contact property".

Click on "Select a contact property".

Type "company name [[enter]]"

Click "Save"

Repeat the process for "Website URL".

Next, click on "Custom question".

Type "What agenda items are we meeting for?"

Click "Save"

Click "Next"

In the final "Automation" section, you have the option to turn on a toggle to send reminder emails to customers. You can also specify when these reminders should be sent out before the meeting.

You also have the option to turn on this toggle to include the "Invite Description" in the body of the reminder email.

Once you've finished setting everything up, click the "Create Scheduling page" button to finalize and create your meeting widget.

Next, link your calendar to HubSpot. This allows you to view your schedule and organize your day accordingly.

Click on "Connect calendar".

Click on "Google / Gmail"

Click on "Connect your calendar".

Click on "Accept and connect to Google".

Follow the provided steps to finalize and complete the integration.

An alternative way to connect your Google Calendar would be to follow the steps outlined in the GIF below:

You're now all set up!

How to create a meeting scheduling widget

Click on "Sales" and then select "Meetings" from the top bar in HubSpot.

Click on "Create scheduling page".

Click here.

Click on the "Internal name" field and give it a name that's easy for you and the team to recognize and use.

Click on "Add videoconference link".

If your Zoom account is already linked with HubSpot, choose that option and bypass steps 7-9.

Click here.

Click on "Zoom settings"

You'll be directed to a new page to connect your Zoom account with HubSpot. Click "Link an account".

Click on "Select a Zoom account", choose the one associated with your account, and then press the "Link Accounts" button.

Turn on the "Create and reschedule" toggle if you want to let customers reschedule or cancel the meeting through the invitation email.

Under "Meeting Type", choose "Sales".

Once you've completed this section, click "Next".

Under "Duration options", choose the meeting lengths that work best for you. These choices set the possible meeting times a potential lead can schedule with you.

Choose your time zone in the provided field.

You can also define your available hours using the options provided below.

Click on "Additional settings" if you want to adjust other settings like "Minimum notice time" or "buffer time".

Proceed to the "Form" tab.

In this section, you can include contact properties to gather more information about your customer before the meeting.

To add these, click on "Contact property".

Click on "Select a contact property".

Type "company name [[enter]]"

Click "Save"

Repeat the process for "Website URL".

Next, click on "Custom question".

Type "What agenda items are we meeting for?"

Click "Save"

Click "Next"

In the final "Automation" section, you have the option to turn on a toggle to send reminder emails to customers. You can also specify when these reminders should be sent out before the meeting.

You also have the option to turn on this toggle to include the "Invite Description" in the body of the reminder email.

Once you've finished setting everything up, click the "Create Scheduling page" button to finalize and create your meeting widget.

Next, link your calendar to HubSpot. This allows you to view your schedule and organize your day accordingly.

Click on "Connect calendar".

Click on "Google / Gmail"

Click on "Connect your calendar".

Click on "Accept and connect to Google".

Follow the provided steps to finalize and complete the integration.

An alternative way to connect your Google Calendar would be to follow the steps outlined in the GIF below:

You're now all set up!