Set Up the Meetings Tool

Connect a Calendar:

1. Click the Settings (gear) icon in the main navigation menu.
2. In the left sidebar menu, navigate to General.
3. Click the Calendar tab.
4. Click Connect your Calendar.
5. In the dialog box, click Google / Gmail, Microsoft Outlook, or Microsoft Exchange, then click Connect your calendar.
   
6. Review the information in the dialog box, then click Accept and connect to [Selected email provider] to give the meetings tool access to your calendar.
   7.   You will be redirected to the meetings dashboard, where you can set up an individual scheduling page. 

Scheduling Page:

Scheduling pages give contacts the ability to book meetings with you in HubSpot.

1. Navigate to Sales > Meetings.
2. Click Create scheduling page.
3. In the dialog box, select a meeting option:
   • One-on-One: The contact will schedule time with just you or whoever the scheduling page is created for. 
   • Group (Sales Hub or Service Hub Starter, Professional, or Enterprise only): Displays time slots where all selected team members are available to meet. Use this option to enable a contact to book a meeting with more than one member of your team.
   • Round robin (Sales Hub orService Hub Starter, Professional, or Enterprise only): Shows the individual availability of all selected team members. Use this option to enable a contact to book a meeting with a team member whose availability best aligns with their schedule.
4. Click Next.

5. On the Overview page, edit the scheduling page's basic information.

   • Internal name
   • Organizer
   • Title
   • Location
   • Add videoconference link
   • Description
   • Cancel and reschedule
   • Meeting type (Sales Hub Professional or Enterprise or Service Hub Professional or Enterprise only)
6. When complete, click Next.

7. Add team members:

   1. Select which team members you want to include in the meeting.

   2. In the top right, click Add team member.
   3. In the right panel, click the Team members dropdown menu and select another team member, then click Confirm.

Add a Videoconference Link:

When creating a scheduling page:

1. Navigate to Sales > Meetings.
2. Click Create scheduling page. 
3. Within the Overview tab, click Add videoconference link and select your videoconference app. 
   
4. Click Save. 

Similarly, if you are editing an existing scheduling page:

1. Hover over the desired meeting name > Click Edit.
2. Within the Overview tab, click Add videoconference link and select your videoconference app.   
3. Click Save. 

Share a Scheduling Page:

1. Navigate to Sales > Meetings.
2. Hover over the meeting name and click Copy link.
3. Share the link with your contact.