Templates are designed for individuals to schedule their own meetings.
- Auto-Created Templates: Once a calendar is linked, two default templates, "30 Minute Meeting" and "60 Minute Meeting," are automatically created and are fully configurable.
- Template Management:
- All templates can be copied or deleted using the three-dot menu next to their name.
- Users can create new templates if the provided ones are not desired or if additional templates are needed.
- Sharing Scheduler Links:
- The scheduler link can be shared using the copy link button, which provides options for a URL, Short URL, or Embedded button. This is useful for manual emails or email signatures.
- These links are also integrated directly into Sense AI Chatbot and Sense Messaging tools.
- Types of Templates: If you do not want to use the provided templates, or want additional templates, you can also create a new template.
Two primary types of templates can be created, both sharing the same configurations:- 1:1 Individual Template: Allows scheduling meetings between one host and one attendee, checking the host's availability before booking. Commonly used by recruiters for interviews.
- Multi-Event Template: Allows scheduling meetings between one host and one attendee, but the host can add multiple events concurrently in the same time slot. This template type does not check for the host's availability before booking an event.
My Templates Configurations
The My Templates Configurations section, accessed via the Templates tab, allows users to define the specific stipulations for their meetings. The various configurable data points are outlined below.
Meeting Details
- Event Name: Helps in identifying the template when inserting a link via Sense Messaging or Sense Chatbot. Examples: "Recruiter Name- 30 Minute Meeting," "Recruiter Name-First Interview".
- Description: Information that appears in the description field for the recipient, should contain important details like the meeting purpose and participants.
- Location of the Event:
- Integrations are available with Google Meet, Microsoft Teams, and Zoom.
- For Google Calendar users, Google Meet is automatically connected.
- For Microsoft Teams or Zoom, refer to "Calendar Sync for Conferencing Tools" instructions.
- A unique link is automatically generated for each meeting booked through these conferencing tools.
- For in-person meetings, select "Custom Option" and type an address.
- Duration: Sets the length of the meeting on the calendar, configurable in minutes or hours, with a maximum of 23 hours.
- Booking Notice: Specifies the minimum lead time required before an event can be scheduled, ensuring sufficient preparation time. Configurable in minutes, hours, days, or weeks, up to a maximum of 7 weeks.
- Minimum Cancel Notice: Sets the minimum time before an event starts that an attendee can cancel, helping avoid last-minute cancellations. Configurable in minutes, hours, days, or weeks, up to a maximum of 7 weeks.
- Future Limit: Determines how far into the future an event can be booked, up to 7 weeks. This can be set based on working days or calendar days.
- Buffer Time: Sets the minimum time interval required between consecutive events, preventing back-to-back bookings and allowing preparation time for recruiters. Configurable in minutes or hours, up to 23 hours.
- Meeting Start (Minute Mark): Controls the frequency of offered meeting start times during the day (e.g., 15-minute intervals instead of default 30-minute intervals). This allows for more meetings in a day and better alignment with attendee availability.
- Maximum Number of Meetings Per Day for Hosts: Limits the total number of meetings that can be booked for the host of the template in a single day.
- CC: Allows the template creator to add other users' emails to the template, providing them visibility into meetings created using that template.
- Cancellation Policy: A custom message is displayed to attendees attempting to cancel a meeting. Attendees are also prompted to provide a cancellation reason.