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      Creating Custom Meeting Links đź“…

      Empower your business with efficient scheduling using HubSpot Custom Meeting Links

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      Your time is as valuable as a perfectly finished roofing job, and we’re here to help you nail it with HubSpot’s custom meeting links. Imagine every minute of your day being as seamless and strong as a well-laid roof! In this article, you'll learn how to create, customize and share meeting links using HubSpot's powerful meeting scheduler.

      ⏱️🏆Quick Win: Configure meeting links with HubSpot

      Using meeting links with HubSpot is sure-fire way to prioritize streamlined professional communication with others. Here is how to set this up in your account:

      1. Access Meeting Tools:
      • In your HubSpot account, navigate to Library > Meeting Scheduler.
      • Click Create scheduling page 
      2. Create Your Meeting Link:
      • Choose and Click the type of meeting link you want to create (ie. one-on-one, group, round robin).
      • Fill in the meeting details, including Internal meeting name, Event Title, Location,
      • Add a description or instructions for your customers or team members to follow when booking the meeting.
      • Click Next 
      3. Customize Your Meeting Link:
      • Customize your meeting link URL to make it easy to share (ie. hubspot.com/meeting/[yourname]).
      • Set your availability by selecting the days and times you're available for meetings.
      • You can create required criteria to ensure that customers/employees share relevant notes or data so that you can prepare to make the most of the scheduled time.
      • Click Next 
      • You can customize automations such as confirmation emails and meeting reminders on this page
      • When you are done customizing your click create scheduling page
      4. Share Your Meeting Link:
      • Hover over the newly created meeting link and select copy the meeting link to share it via email, your website, or social media.
      • When someone clicks on the link, they can choose a time that works for them based on your availability.
      🎓Additional Info: Special Scheduling Options
      To make sure your schedule is solid, we've added some special insight below:
      • Meeting Locations:
        • Remote (Zoom): For those days when a virtual roof inspection is needed.
        • Remote (In-Person, But Out of Office): Meet at a job site, a cozy cafĂ©, or anywhere outside the office where you can discuss plans.
        • In Office: Have clients and team members over for in-person strategy sessions.
      • Meeting Types:
        • Individual (One-on-One): Perfect for those detailed, focused discussions about your next big roofing project.
        • Group Meetings (Department): Get the whole crew together for team meetings.
        • Calendar Check: Ensure no overlap in your busy schedule by checking team calendars in HubSpot.
      âś…Why this works: Your Schedule is a Well-Planned Roof!
      • Streamlined Scheduling: Nail down your schedule with a single click.
      • Improved Efficiency: Save valuable time for both you and your clients.
      • Professional Appearance: Stand out with a seamless, professional scheduling experience.
      Picture this: Your time is as valuable as you make it -- if you do not respect your time, no one else can. Each minute should be carefully laid out to ensure maximum efficiency and strength. With each custom meeting link, you're handing out the blueprints to a perfectly scheduled day. No more leaks in your schedule -- just solid dependable time management.
      Let's Get Started!
      Creating custom meeting links in HubSpot will turn your scheduling into a well-constructed masterpiece. If you need any assistance with this setup or have any questions, please review the FAQ, reach out, and we will assist! For your ease, we've added some ways to contact us below.
      đź‘Ą NEED MORE GUIDANCE? WANT MORE INFO?
      • Platform Customer? - Submit a ticket here
      • If you aren't a Platform Customer we'd love to help you here
      For a detailed guide and more information, check out this HubSpot article on creating and editing scheduling pages. 

      âť“Frequently Asked Questions: Creating Custom Meeting Links 

      We've compiled some commonly asked questions that we think might help you:

      1. What are HubSpot Custom Meeting Links and why should I use them?

        1. HubSpot Custom Meeting Links allow you to create personalized scheduling links for your meetings, streamlining the scheduling process for both you and your clients.

      2. Can I customize the URL of my meeting link?

        1. Yes, you can personalize the URL to make it easier to share. For example: hubspot.com/meeting/[yourname].

      3. How can I share my custom meeting link with clients?

        1. After creating the link, simply copy it and share it via email, social media, or embed it on your website.

      4. Can I integrate video conferencing into my meeting links?

        1. Yes, HubSpot allows you to integrate video conferencing tools like Zoom, Microsoft Teams, or Google Meet into your meeting links.

      5. Can I customize the availability for my meetings?

        1. Absolutely! You can set specific days and times you're available, ensuring clients only book when you're free.

      6. How can I prevent double bookings?

        1. HubSpot syncs with your calendar (Gmail or Office 365) to ensure no overlapping bookings occur.

      7. Can I send automated reminders to clients?

        1. Yes, you can set up automatic confirmation emails and meeting reminders to be sent out before the scheduled meeting.

      8. How can I ensure clients can cancel or reschedule their meetings?

        1. You can include cancel and reschedule links in the meeting confirmation emails, allowing clients to adjust their appointments easily.

      9. What if I need buffer time between meetings?

        1. HubSpot allows you to set buffer times between meetings to ensure you have breaks and aren’t rushed from one meeting to the next.