Meeting Type Templates

Meeting type templates let administrators create standardized meeting configurations that can be applied across team members. Templates ensure consistency in branding, settings, and workflows while allowing individual customization where needed.

What Are Meeting Type Templates?

Templates are master configurations for meeting types that include:

• Meeting name, description, and duration
• Availability settings
• CRM integration options
• Reminder and notification settings
• Form fields and questions
• Buffer times and scheduling rules

When you create meeting types from a template, they inherit these settings automatically.

Who Can Use Templates?

Templates are managed by company administrators. Regular users can:

• Create meeting types from templates
• Use templates assigned to them
• Customize certain settings (where allowed)

Creating a Template

1. Go to Settings → Templates or Admin → Meeting Type Templates
2. Click Create Template
3. Configure the template settings:
   • Basic info (name, description, duration)
   • Availability schedule
   • Reminders and notifications
   • Form fields
   • CRM sync options
4. Save the template

Template Settings

Templates can include all standard meeting type settings:

Assigning Templates to Team Members

After creating a template:

1. Go to the template settings
2. Find Assign Hosts or Team Members
3. Select which team members should use this template
4. Save changes

Assigned members can then create meeting types based on this template.

Creating Meeting Types from Templates

When team members create new meeting types:

1. Go to Meeting Types → Create New
2. Select From Template
3. Choose the assigned template
4. Customize any allowed settings
5. Save the meeting type

The meeting type inherits all template settings but can be customized as needed.

Pushing Template Changes

When you update a template, you can push changes to all meeting types created from it:

1. Edit the template
2. Make your changes
3. Click Push Changes or Sync to Meeting Types
4. Select which meeting types to update
5. Confirm the update

What Gets Updated

When pushing changes:

• Settings defined in the template are updated
• Custom modifications may be preserved (depends on settings)
• New fields are added to meeting types

Best Practices for Pushing Changes

• Review which meeting types will be affected
• Communicate changes to team members
• Test on a few meeting types first
• Schedule updates during low-traffic times

Template Use Cases

Sales Team Templates

Create standardized discovery and demo meeting types:

Template: Sales Discovery Call
- Duration: 30 minutes
- CRM: Auto-create HubSpot deal
- Form: Company name, size, budget
- Reminders: 24h and 1h before

Support Templates

Ensure consistent support consultation setup:

Template: Support Consultation
- Duration: 15/30 minute options
- Form: Issue description, priority
- CRM: Create Salesforce case
- Buffer: 10 min after for notes

Interview Templates

Standardize candidate interviews:

Template: Technical Interview
- Duration: 60 minutes
- Form: Portfolio link, availability
- Channel: Google Meet
- Reminders: 24h with preparation guide

Managing Multiple Templates

Organizations often need several templates:

Each can have different settings appropriate to its purpose.

Template Permissions

Admin Capabilities

• Create, edit, delete templates
• Assign templates to team members
• Push changes to meeting types
• View all meeting types using a template

Team Member Capabilities

• Create meeting types from assigned templates
• Customize allowed settings
• View their own meeting types

Best Practices

Keep Templates Focused

Each template should serve a specific purpose:

• Don't create one template for everything
• Group similar meeting types under one template
• Name templates clearly

Document Your Templates

For each template, note:

• Intended use case
• Required customizations
• Who should use it
• When to update settings

Regular Reviews

• Review templates quarterly
• Check if settings still make sense
• Remove unused templates
• Update CRM mappings as needed

Test Before Rolling Out

Before assigning to the whole team:

1. Create a test meeting type
2. Book a test appointment
3. Verify integrations work
4. Check email templates

Troubleshooting

Template Not Appearing

If team members can't see a template:

1. Verify template is assigned to them
2. Check template isn't deleted or disabled
3. Ensure user has permission to create meeting types

Changes Not Syncing

If pushed changes don't appear:

1. Confirm the push completed successfully
2. Check if meeting type has custom overrides
3. Verify the specific setting is included in template

Conflicting Settings

If meeting types behave unexpectedly:

1. Check template settings
2. Review meeting type customizations
3. Identify which setting is taking precedence

FAQ

Can I convert an existing meeting type to a template?

Not directly. Create a new template with the desired settings, then optionally recreate meeting types from it.

Do templates work with round robin?

Yes, templates can include queue/round robin settings that meeting types inherit.

Can team members override template settings?

Depends on your configuration. Some settings can be locked to the template, others allow customization.

What happens if I delete a template?

Existing meeting types remain but are no longer linked. Future changes won't sync, and users can't create new meeting types from it.

Can templates include workflows?

Yes, communication settings and reminder configurations are included in templates.

Related Articles

• User Roles and Permissions
• Organization Administration
• Meeting Type Settings