> ## Documentation Index
> Fetch the complete documentation index at: https://support.getskara.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a Team Meeting Scheduler link

### **Team Meeting** The meetings where users get to invite their teammates are referred to as **Team Meetings**. Here, while an invitee schedules a meeting with the User, an invitation is also sent to the teammate which the users have added to the meeting Setup.

### **Topics covered:**

* [Creating Meeting Link](#creating-meeting-link)

* [Date and Time Availability](#date-and-time-availability)

### Creating Meeting Link

To create a **Team Meeting** Schedule link:

* **Navigate to the** More Icon from the left menu bar

* **Click on the** Meeting Scheduler

* Head over to **Create Meeting Link**<img src="https://mintcdn.com/salesmate/0W1NA5KYjMo7Y9df/meeting-scheduler/create-and-manage/images/mceclip0-3.png?fit=max&auto=format&n=0W1NA5KYjMo7Y9df&q=85&s=47ab1cb9f72aac516e5ff7e04f0918d2" alt="mceclip0.png" width="2793" height="1701" data-path="meeting-scheduler/create-and-manage/images/mceclip0-3.png" />

<Note>
  **Note**:

  * This option will be available only if the [Calendar Sync](https://support.salesmate.io/hc/en-us/articles/4405390306189) is enabled.

  * You can also enable the sync upon notification popup being prompted if sync is broken/disconnected - "Please enable calendar sync for using this feature. Click here to connect the calendar."
</Note>

* **Select "** With Team" meeting

<img src="https://mintcdn.com/salesmate/0W1NA5KYjMo7Y9df/meeting-scheduler/create-and-manage/images/Screenshot-2023-04-19-at-10.56.04-AM.png?fit=max&auto=format&n=0W1NA5KYjMo7Y9df&q=85&s=8fdd065f448f34f3065e22c22a2431e7" alt="Screenshot_2023-04-19_at_10.56.04_AM.png" width="2368" height="1182" data-path="meeting-scheduler/create-and-manage/images/Screenshot-2023-04-19-at-10.56.04-AM.png" />

Once you select the Meeting type, you will be directed to the page wherein you can customize the meeting details:**Meeting Name:** The meeting name will appear on the browser to your invitees while they are booking the event.

* **Meeting description:** The description will appear as an additional context to customers for booking any new meeting. \* Give your invitees a hint of how this meeting can help them.

* **Meeting URL:** The meeting URL is the unique link you can share with your customers to book a meeting on your calendar. \* Please note that the meeting URL can't be changed once it has been created

<img src="https://mintcdn.com/salesmate/0W1NA5KYjMo7Y9df/meeting-scheduler/create-and-manage/images/Screenshot-2023-04-19-at-11.01.25-AM.png?fit=max&auto=format&n=0W1NA5KYjMo7Y9df&q=85&s=ec28f9bbf3533f04a5b7a2e5f8ca3456" alt="Screenshot_2023-04-19_at_11.01.25_AM.png" width="3228" height="1426" data-path="meeting-scheduler/create-and-manage/images/Screenshot-2023-04-19-at-11.01.25-AM.png" />

* **Since it is a** Team Meeting , you will need to specify the

* **Teammates** who are also going to be a part of the meeting, add the information in the "**Select Teammates**" Box.

<img src="https://mintcdn.com/salesmate/0W1NA5KYjMo7Y9df/meeting-scheduler/create-and-manage/images/Screenshot-2023-04-19-at-11.02.52-AM.png?fit=max&auto=format&n=0W1NA5KYjMo7Y9df&q=85&s=65a40fd40a4910bd81eda529ff701d46" alt="Screenshot_2023-04-19_at_11.02.52_AM.png" width="3236" height="996" data-path="meeting-scheduler/create-and-manage/images/Screenshot-2023-04-19-at-11.02.52-AM.png" />

* \*\*Meeting Location:\*\*The location field helps your customer to understand where both parties will connect at a scheduled time.

* \*\*In-Person \*\*: It will be a blank section where the user can add the location of the meeting. \* You can add your unique conferences link via which invitees can join an online session or just the name of the place where the meeting would take place.

<img src="https://mintcdn.com/salesmate/bkMbhHuCO_fF3SNV/meeting-scheduler/create-and-manage/images/mceclip01.png?fit=max&auto=format&n=bkMbhHuCO_fF3SNV&q=85&s=e9d91dcc20382ffb2cc65169289c944c" alt="mceclip0(1).png" width="1346" height="312" data-path="meeting-scheduler/create-and-manage/images/mceclip01.png" />

* \*\*Phone Call **: This selection means that the meeting will be a phone call wherein the user will either call their customer or vice versa**I will call Invitee **: This will give the invitee an option to feed their number at the time of booking**My invitee should call me \*\*: You will get an option to enter your number on which the invitee would be calling at their preferred time

<img src="https://mintcdn.com/salesmate/bkMbhHuCO_fF3SNV/meeting-scheduler/create-and-manage/images/mceclip1-3.png?fit=max&auto=format&n=bkMbhHuCO_fF3SNV&q=85&s=a565268c9be7dce9f64463675b918fb9" alt="mceclip1.png" width="1832" height="640" data-path="meeting-scheduler/create-and-manage/images/mceclip1-3.png" />

* **Zoom:**
* [It is a simplified video conferencing and messaging tool that helps you connect over screen sharing with your customers](https://support.salesmate.io/hc/en-us/articles/4406507771661)

<img src="https://mintcdn.com/salesmate/bkMbhHuCO_fF3SNV/meeting-scheduler/create-and-manage/images/mceclip2-3.png?fit=max&auto=format&n=bkMbhHuCO_fF3SNV&q=85&s=cb476e9fa6179eb44a9744ec94509255" alt="mceclip2.png" width="1332" height="234" data-path="meeting-scheduler/create-and-manage/images/mceclip2-3.png" />

<Note>
  * *Note*\*:

  * **It requires you to pre-configure your Zoom application with Salesmate by clicking on Profile Icon >** Setup >

  * **Apps & Add Ons**>**Apps**>**Zoom**>**Install**.

  * Alternatively, you will be prompted on the Zoom selection to connect with Zoom - "Zoom hasn't configured. Go to apps to configured it." Click on the Message to get redirected to the app for zoom connection.
</Note>

* **Activity Types:** This option helps you to choose the new activity being created with the selected activity type.

* **Add Tags:** The Selected tags will get applied to the newly created activity which would help plan any automation or segmentation.

<img src="https://mintcdn.com/salesmate/0W1NA5KYjMo7Y9df/meeting-scheduler/create-and-manage/images/Screenshot-2023-04-19-at-11.13.07-AM.png?fit=max&auto=format&n=0W1NA5KYjMo7Y9df&q=85&s=ff172b40c7e4236a75ca87af50d59e1d" alt="Screenshot_2023-04-19_at_11.13.07_AM.png" width="2153" height="497" data-path="meeting-scheduler/create-and-manage/images/Screenshot-2023-04-19-at-11.13.07-AM.png" />

Click on the **Save** button, to be directed to the next set of actions to configure availability and advanced options as per your requirement.

* Date and Time Availability

* Form Questions

* Email Notification

### Date and Time Availability

* \*\*Meeting Date Range:**Define the date range for which you can accept the meetings, following are the option through which you can set up the date range**Calendar Days \*\*: If you select this option, invitees can book a call for any day in the next 30 days.

* \*\*Business Days \*\*: If you select this option, invitees can book a call on any weekdays i.e. except for the weekends(Sat/Sun).

* \*\*Custom Date Range: This allows \*\*you to select the date range of your choice like Current - Week, Month, Quarter, or Year. Alternatively, you can define your custom start and end date.

* **No Date range:** There will be no date range on this selection, invitees will be able to book a meeting even for the next year.

<img src="https://mintcdn.com/salesmate/0W1NA5KYjMo7Y9df/meeting-scheduler/create-and-manage/images/Screenshot-2023-04-19-at-11.14.37-AM.png?fit=max&auto=format&n=0W1NA5KYjMo7Y9df&q=85&s=dcfcb4e21a6137309430c6e1e665e310" alt="Screenshot_2023-04-19_at_11.14.37_AM.png" width="3236" height="756" data-path="meeting-scheduler/create-and-manage/images/Screenshot-2023-04-19-at-11.14.37-AM.png" />

* \*\*Availability:**Choose your daily time availability for which you can accept the calls/ meetings** List \*\* view for custom schedule selection

- The view helps you in defining Day(s) and hours by selecting the Time Zone and managing date overrides using a List of days as a selection menu.

<img src="https://mintcdn.com/salesmate/0W1NA5KYjMo7Y9df/meeting-scheduler/create-and-manage/images/Screenshot-2023-04-19-at-11.34.49-AM.png?fit=max&auto=format&n=0W1NA5KYjMo7Y9df&q=85&s=535ccc94c63f9a855c4ccaa78ca6a456" alt="Screenshot_2023-04-19_at_11.34.49_AM.png" width="3240" height="1610" data-path="meeting-scheduler/create-and-manage/images/Screenshot-2023-04-19-at-11.34.49-AM.png" />

* **Use an Existing schedule:** By default business days (Mon - Fri) and common business hours (9 AM - 5 PM) will be selected along with your personal time-zone

* \*\*Use Custom Schedule:**Here you can create multiple schedules by selecting: \_ Custom business**days **of the week \_ Custom business**hours \*\* of the day \* Custom \*\*Timezone **Set as new schedule:** It helps you to save custom portfolios to be shared with other users. This saves hours to be reused with other events types. You can manage all your schedules under availability.

<img src="https://mintcdn.com/salesmate/bkMbhHuCO_fF3SNV/meeting-scheduler/create-and-manage/images/mceclip3-3.png?fit=max&auto=format&n=bkMbhHuCO_fF3SNV&q=85&s=8645fbe91b4722f3e7a903d000817bfc" alt="mceclip3.png" width="1238" height="580" data-path="meeting-scheduler/create-and-manage/images/mceclip3-3.png" />

* **Date Override:** Users can add dates when their availability changes from regular weekly hours.

<img src="https://mintcdn.com/salesmate/0W1NA5KYjMo7Y9df/meeting-scheduler/create-and-manage/images/Screenshot-2023-04-19-at-10.45.32-AM.png?fit=max&auto=format&n=0W1NA5KYjMo7Y9df&q=85&s=60802656854918dbacb23eb753a97777" alt="Screenshot_2023-04-19_at_10.45.32_AM.png" width="2054" height="538" data-path="meeting-scheduler/create-and-manage/images/Screenshot-2023-04-19-at-10.45.32-AM.png" />

* **By clicking on "** Add date override " user's can define the date(s) and hours of their availability for the limited duration for which the meeting schedule can be booked.

<img src="https://mintcdn.com/salesmate/bkMbhHuCO_fF3SNV/meeting-scheduler/create-and-manage/images/mceclip4-2.png?fit=max&auto=format&n=bkMbhHuCO_fF3SNV&q=85&s=69a5abaab0c44183dc9e3f572d4d19f6" alt="mceclip4.png" width="1300" height="992" data-path="meeting-scheduler/create-and-manage/images/mceclip4-2.png" />

* *Calendar*\* view Date(s) and Hours selection

* The current view offers defining Day(s) and hours by selecting the Time Zone using a Calendar view along with a custom schedule screen.

<img src="https://mintcdn.com/salesmate/bkMbhHuCO_fF3SNV/meeting-scheduler/create-and-manage/images/mceclip5-2.png?fit=max&auto=format&n=bkMbhHuCO_fF3SNV&q=85&s=61bf45fdac56b5911d57cf2ec13940e0" alt="mceclip5.png" width="2661" height="1413" data-path="meeting-scheduler/create-and-manage/images/mceclip5-2.png" />

* **Select Business** Days

* Select the Available **Time** Slots

<img src="https://mintcdn.com/salesmate/bkMbhHuCO_fF3SNV/meeting-scheduler/create-and-manage/images/mceclip6-2.png?fit=max&auto=format&n=bkMbhHuCO_fF3SNV&q=85&s=c09248fefb9d52e59f4cebc4844873bc" alt="mceclip6.png" width="1517" height="1221" data-path="meeting-scheduler/create-and-manage/images/mceclip6-2.png" />

* **Meeting Duration:** Select how long your meeting can go on, you can book a meeting for up to 12 hours.

* **Buffer Time:** Allot time before or after the meeting to prepare for the next one or wrap the current.

* **Show available start times in increment of:** Select the frequency of the slots to be displayed \* Eg: if you have select 1 hour here, then the slots will be shown as 8:00 AM, 9:00 AM, 10:00 AM & so on

* **Minimum Notice Time:** Set the minimum amount of time before a meeting that someone can book with you. \* Eg: If you select this as 4 hours and it's 12:00 pm right now then the invitee will see the next available schedule after 4 pm

<img src="https://mintcdn.com/salesmate/bkMbhHuCO_fF3SNV/meeting-scheduler/create-and-manage/images/mceclip7-2.png?fit=max&auto=format&n=bkMbhHuCO_fF3SNV&q=85&s=3369a6ee835e69e5c566603df87b0454" alt="mceclip7.png" width="1758" height="1712" data-path="meeting-scheduler/create-and-manage/images/mceclip7-2.png" />

* **Maximum Allowed Events:** Select the maximum events that can be booked in a day

* ***Timezone Display:*** Automatically detect and show the times in my invitee's time zone: It will auto convert your available time slots into their timezone slots

- Lock the timezone (best for in-person events): A single timezone will be locked where the invitee can only see the timezone you have locked

* **Private Event:** Select the check box to make this a Private event which the invitees can only see if they have a Scheduling link for this meeting

Once this has been personalized proceed with Setting up
[**Form Questions**](https://support.salesmate.io/hc/en-us/articles/4405400576525)
and
[**Email Notification**](https://support.salesmate.io/hc/en-us/articles/4405400597133)
.
