Meeting Type Templates

Meeting Type templates are a powerful tool for administrators to create standardized scheduling options across your organization. This feature allows you to create consistent Meeting Types and easily assign them to multiple team members, ensuring a uniform scheduling experience for your clients and colleagues. If you need to streamline your organization's scheduling process and maintain consistency across all team members, this article will show you exactly how to set up and manage Meeting Type templates.

How to Create Meeting Type Templates

Creating Meeting Type templates gives you complete control over your organization's scheduling standards:

1. Log in to your meetergo account and go to Meeting Type Templates.

2. Click on "Create Template"
3. Create and configure your Meeting Type template.

Creating Meeting Type templates is straightforward and flexible. You can start from scratch, tailoring every aspect of the Meeting Type to your organization's specific needs, or use an existing Meeting Type as a foundation. This flexibility allows you to quickly set up templates that align with your current scheduling practices while providing room for customization and future adjustments.

Use an existing Meeting Type as a Meeting Type template

To save setup time and leverage your current scheduling configurations, you can transform any existing Meeting Type into a reusable template:

1. Go to your Meeting Types
2. Click the gear icon on one of your one-on-one or group Meeting Types
3. Choose "Create Template"

A new Meeting Type template is automatically created based on all the existing Meeting Type's settings. You can then assign this template to other users across your organization, ensuring everyone benefits from your proven scheduling setup.

How to Assign Templates to Users

1. Open the desired Meeting Type template
2. Choose "Assign user"

3. Click on the "Assign user" tab
4. Select the user(s) you want to assign the template to

Assigning a template to a user automatically creates a new Meeting Type for that person, with them set as the host. This process ensures each team member has their own copy of the Meeting Type while maintaining the standardized settings you've established. You can find these assigned Meeting Types in the Meeting Type overview by filtering for the specific user.

All assigned Meeting Types will be clearly marked with an "admin managed" label, making it easy to identify which Meeting Types are part of your organizational standards versus personal configurations.

Managing Template Assignments

If you need to remove a user's access to an assigned Meeting Type, the process is straightforward. Simply delete that specific Meeting Type from the user's account. This action will unassign the user without affecting the original template or other users' assigned Meeting Types, giving you precise control over who has access to what scheduling options.

FAQ

Can I modify a template after assigning it to users?

Yes, you can modify the original template at any time. However, changes to the template won't automatically update Meeting Types that have already been assigned to users. You'll need to reassign the updated template if you want users to have the new settings.

What happens to existing bookings when I remove a template assignment?

When you delete an assigned Meeting Type, any existing bookings made through that Meeting Type remain intact. Only future booking capabilities are affected, ensuring you never disrupt confirmed appointments.

Can users customize their assigned meeting types?

Users can make adjustments to their assigned Meeting Types, but these changes won't affect the original template or other users' versions. The "admin managed" label helps distinguish between standardized templates and user-customized versions.

How many users can I assign a single template to?

There's no limit to how many users you can assign a single template to. This makes it perfect for large organizations that need consistent scheduling options across entire departments or the whole company.

Updated on: 14/08/2025