One of the most time-consuming parts of meeting scheduling is manually entering in event details like the meeting topic and the conference call link, especially when you're scheduling the same type of meeting (like a product demo or interview) over and over again. Meetingbird's Meeting Templates solve this problem. They allow you to set templates for your most frequent meeting types and quickly populate meeting details whenever you need to schedule.
Setting Up Your First Meeting Template
- Open Settings and click the "Meeting Templates" tab
2. Click "New Meeting Template" to open the template composer
3. Provide a name for your template, and then fill in settings for meeting topic, location, and more. You can leave any of the fields blank if they are not necessary for your meeting type.
4. Click "Create Template" to create your meeting template.
Using Your Meeting Templates
Now that you've created your first meeting template, you can quickly fill in event details when you add an event to your calendar or use insert meeting times into an email reply. Just use the "Meeting Templates" dropdown to choose the template you'd like to add.
From the Calendar
In the Meetingbird web app or sidebar integration, you'll find a green meeting template button that allows you to use your templates. Just click the button to view your templates and then choose the template you want to insert. You'll see the event details automatically update with the values for your template:
When Inserting Meeting Times
Another common use of templates is when you're using the Meetingbird integration for apps like Gmail and Front to insert potential meeting times into an email. To use a template, just look for the Meeting Template option within the calendar popup:
You can also click "Manage my templates" from the popup to create and edit your meeting templates.
Have some questions that weren't answered above? Feel free to reach out to our awesome support team.