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Create a New One-Off Meeting Appointment Type

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Bytimothy A
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Overview: 

A One-Off Meeting Appointment Type allows you to set up a single, standalone meeting with defined details like duration, location, and description. You specify its availability, booking rules, and notifications so attendees can schedule it directly within the available time slots.

Follow these steps to create a New One-Off Meeting Appointment:

Step 1: On your Dashboard, navigate to the Appointment Types tab under the Calendar section.
Step 1: On your Dashboard, navigate to the Appointment Types tab under the Calendar section.

Step 2: Click the +Create New button.

Step 2: Click the +Create New button.

Step 3: Select the One-off-meeting event type. This is an
event type that is a quick way to make a customized meeting. Then, click the Create button.

Step 3: Select the One-off-meeting event type. This is an event type that is a quick way to make a customized meeting. Then, click the Create button.

Step 4: Fill in the details, including the meeting title, attendees, date and time, time zone, type, who’s calling, and from which number, send the invite via email or SMS, appointment type color, a custom message, and the pipeline and stage.

Step 4: Fill in the details, including the meeting title, attendees, date and time, time zone, type, who’s calling and from which number, send the invite via email or SMS, appointment type color, a custom message, and the pipeline and stage.

Step 5: Click Schedule Meeting to finalize your One-Off Meeting appointment type.

Step 5: Click Schedule Meeting to finalize your One-Off Meeting appointment type.

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