Setting Up In-Person Meetings
Want to schedule face-to-face meetings with your clients or team members? This guide will walk you through setting up in-person meetings, whether at your location or your attendee's.
To set up meetings at your own location, follow these steps:
Login to your meetergo Account and create a new meeting type
Enter a name and description for your meeting type
Unter "Location", click "+ Add" to add a new location
Choose the "In-person" channel from the channels dropdown
To create an address to show, click "New Location"
Enter the address details
Save your new meeting type
When you create a location, you'll provide a name that will be displayed on the booking page. The full address will only be shown to attendees after they've made a booking.
If you prefer to meet at your attendee's location, here's how to set it up:
Create a new meeting type
Select the "In-person at Attendee's location" channel
Save your meeting type
Remember, you'll need to collect the attendee's address separately. To do this efficiently:
Create a custom data field for the address
Add this field to your booking form
Insert the address field's dynamic tag into your notifications
This way, you'll receive the attendee's address when they book, allowing you to plan your travel accordingly.
Yes! You can create and save multiple locations. This is perfect if you have several offices or frequently meet at specific venues.
For meetings at your location, attendees will see only the location name on the booking page. They'll receive the full address details in their confirmation after booking.
You can update the meeting location after a booking is made. Be sure to notify your attendee of any changes to avoid confusion.
Creating an In-Person Meeting at Your Location
To set up meetings at your own location, follow these steps:
Login to your meetergo Account and create a new meeting type
Enter a name and description for your meeting type
Unter "Location", click "+ Add" to add a new location
Choose the "In-person" channel from the channels dropdown
To create an address to show, click "New Location"
Enter the address details
Save your new meeting type
When you create a location, you'll provide a name that will be displayed on the booking page. The full address will only be shown to attendees after they've made a booking.
Setting Up Meetings at Attendee's Location
If you prefer to meet at your attendee's location, here's how to set it up:
Create a new meeting type
Select the "In-person at Attendee's location" channel
Save your meeting type
Remember, you'll need to collect the attendee's address separately. To do this efficiently:
Create a custom data field for the address
Add this field to your booking form
Insert the address field's dynamic tag into your notifications
This way, you'll receive the attendee's address when they book, allowing you to plan your travel accordingly.
FAQ
Can I have multiple locations for in-person meetings?
Yes! You can create and save multiple locations. This is perfect if you have several offices or frequently meet at specific venues.
How do attendees see the meeting location?
For meetings at your location, attendees will see only the location name on the booking page. They'll receive the full address details in their confirmation after booking.
What if I need to change the meeting location after booking?
You can update the meeting location after a booking is made. Be sure to notify your attendee of any changes to avoid confusion.
Updated on: 13/09/2024
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