Invite Questions for the Meeting Scheduler

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Form Questions

• Navigate to the More option from your left sidebar menu
• Click on Meeting Scheduler

• Select the Meeting
• Complete the steps — Details and Date & Time Availability as per the selected
• Meeting Type
• Go to “Form Questions”

• Click on “Add Salesmate Fields” to add any existing fields from the Contact module
• Example: Description field to capture their requirements or purpose of the call.
• Click on “Add Custom Questions” to add new custom fields as questions that are not part of your account as fields but are relevant to the meeting question form.
• Example: Select type custom field as a question to let invitees choose their preference.

• Pre-populate fields with known values: Enabling this will automatically fill the fields with the value stored in the browser.
• Enable Captcha: Enabling this will avoid bots from booking repeated calls.

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Confirmation Options

• Customize a meeting confirmation message on how you would like to notify the invitees on the scheduling page.
• You can choose whether to show a successful confirmation message to your customers or auto-redirect them to a website URL for the next steps.

• On Confirmation:

• Display Salesmate Confirmation Message: Salesmate’s default confirmation message will be shown.
• Display button to schedule another event: If selected, it will display a button to the invitee to book another call.
• Button Name: You can customize the button name. By default, it is shown as “Schedule Another Meeting.” You can rename it (e.g., “Schedule New Meeting”).
• Success Message: You can include an additional message above the default message to make it look more personalized. Example: “Your meeting is booked with {Organization Name}.”

• If the user chooses “Redirect to an external site” for On Confirmation, they will be asked to provide the URL to which the invitee should be redirected after the booking.