Meeting types

Create different meeting types — discovery calls, demos, consultations — each with its own duration, description, and shareable booking link.

Creating a meeting type

1. Go to Scheduler. Click Scheduler in the left sidebar.
2. Open the Meeting Types tab. Click the Meeting Types tab at the top of the Scheduler page.
3. Click New Meeting Type. A form opens where you configure the type.
4. Enter a name. Choose a clear, client-facing name like "15-min Discovery Call" or "Product Demo".
5. Set the duration. Pick from preset options (15, 30, or 60 minutes) or enter a custom duration.
6. Add a description. Explain what the meeting covers. This is visible to leads on your booking page.
7. Save. The meeting type is now active and available on your booking page.

Meeting type settings

Each meeting type has its own configuration:

Sharing individual meeting type links

Every meeting type gets its own direct booking link. When a lead clicks the link, they go straight to that specific type — no need to choose from a list.

1. Copy the link. On the Meeting Types tab, click the copy icon next to any type to copy its unique URL.
2. Share it. Paste the link in an email, SMS, or social media post. The lead lands directly on the booking form for that type.

This is especially useful when you want to send a specific kind of meeting link. For example, send a "Demo" link to a warm lead and a "Quick Intro" link to a cold prospect.

Buffer time between meetings

Buffer time adds a gap before or after meetings so you are never rushed between back-to-back calls.

• Before buffer — adds time before the meeting starts (e.g., 10 minutes to review the Cori prep brief).
• After buffer — adds time after the meeting ends (e.g., 5 minutes to write notes or grab a coffee).

Buffer time is invisible to leads. They only see the available time slots after buffers have been accounted for. Set buffer time per meeting type in the type's settings, or set a global default in Availability & sync.

Frequently asked