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How to Customize Additional Settings in Your Meeting Scheduler

Learn how to optimize your meeting scheduler with custom images, date ranges, minimum notice times, padding, and automated forms. Improve your booking process and customer experience with these advanced settings.

By Kayleigh Jackson

In this guide, we'll learn how to adjust the additional settings in your meeting scheduler to better manage your availability and customer experience.

You will see how to set custom images, choose avatars, and control when meetings can be booked. We will also cover how to set minimum notice times, add padding around meetings, and adjust meeting start frequencies. Finally, we will look at using forms for customer questions, handling data consent, and setting up booking confirmations and reminders.

Let's get started

These are the additional settings for the meeting scheduler.

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Click here
Step #1: Click here

We have your image. So this is ...

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Click on "Custom image"
Step #2: Click on "Custom image"

You can select a custom image it will open the upload screen. You can use your company avatar (Company Logo) or organizer avatar (Head Shot), depending on your preference.

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Click here
Step #3: Click here
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Click on "Custom image"
Step #4: Click on "Custom image"

Your organizer avatar is your updated profile image here, you can add a profile image in profile & preferences.

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Click here
Step #5: Click here

You can adjust when a meeting can be scheduled. Choose either a rolling time period or set a custom date range.

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Click here
Step #6: Click here

So for example If we are fully booked for measurements until April, set appointments starting from April 1st onward etc.

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Click here
Step #7: Click here
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Click here
Step #8: Click here
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Click here
Step #9: Click here
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Click on on dates you want
Step #10: Click on on dates you want
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Click here
Step #11: Click here

It will only display available dates to the customer within that timeframe when they click the booking link.

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Step #12:
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Step #13:

Minimum notice time before a meeting can be booked.

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Click here
Step #14: Click here

That's adjustable and depends on your preference.

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Options
Step #15: Options

It depends on your availability and how much notice you want for upcoming meetings.

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Click here
Step #16: Click here

Adjust it to your preference. Padding time around your meetings ensures you can't be booked during those periods.

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Click here
Step #17: Click here

That's self-explanatory. Use this for your preparation time before a meeting or during your drive if you are going to a measurement. Set it to your preference and need for the meeting type.

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Click here
Step #18: Click here
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Click here
Step #19: Click here

With each meeting type, adjust these for each meeting link.

You won't need an hour before a design appointment, but you might need an hour before a measurement for drive time. The frequency of your meeting start times. Adjust according to your preference or needs, and leave those two settings unchanged.

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Click here
Step #20: Click here
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Click here
Step #21: Click here

That's everything regarding additional settings.

Now we have form.

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Click on "Form"
Step #22: Click on "Form"

Say we receive a message on Facebook Messenger or Instagram Messenger, we can send one of these forms. We can adjust the forms for customer questions to ensure the lead is qualified.

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Click here
Step #23: Click here
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Drag here
Step #24: Drag here

Then it would send them a booking link.

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Click here
Step #25: Click here
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Drag here
Step #26: Drag here

Here, we want to tick that.

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Click here
Step #27: Click here

That prevents the black box from appearing in emails because users have already consented to data protection.

We have additional settings.

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Click on "Additional settings"
Step #28: Click on "Additional settings"

We can auto-submit the form when all fields are pre-populated. This will book the appointment automatically.

Then We have confirmation.

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Click on "Confirmation"
Step #29: Click on "Confirmation"

This is what the customer will see after they submit the form and the booking is complete. I would redirect and add the company website.

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Click on "Redirect to another page"
Step #30: Click on "Redirect to another page"
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Click on "Please select or add a location"
Step #31: Click on "Please select or add a location"
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Click on "+ Add external link"
Step #32: Click on "+ Add external link"

""

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Type the address you want include the Http:/ prefix
Step #33: Type the address you want include the Http:/ prefix
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Click here
Step #34: Click here

Once they've booked, it will redirect to Create In Spaces, which is a nice finishing touch.

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Drag here
Step #35: Drag here

That's it.

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Click on "Automation"
Step #36: Click on "Automation"

With automation, you can send a confirmation email. Make sure this option is selected. You can also send pre-meeting reminders.