Create an event type

An event type is one meeting you offer, such as a 20-minute intro call or a 60-minute strategy session. Set it up once and every booking follows the same rules.

Open Scheduling › Event Types and select New event type.
On Event details, enter the Name, Description and Duration.
Under Location, choose where the meeting happens. Select Add to offer more than one, and turn on Default for the usual one.
On Scheduling, choose Who takes bookings and the Schedule.
On Booking form, choose an intake form if you want to ask more than name and email.
On Notifications, check the reminder emails.
Select Create event type.

Event types list showing each event type's duration, location and active status, with share and actions buttons

You're done when the event type is listed as active in Scheduling › Event Types. Add it to a booking page to start taking bookings.

If something required is missing, a message next to the button links to the tab that needs it. To change an event type later, select its name in the list.

Choose a location

Phone: the number you'll call from, or the one clients call.
In person: the address or room.
Google Meet, Zoom, Microsoft Teams: a meeting link is made for each booking. Connect the app in Settings › Apps first; until then the option is greyed out. Google Meet needs a team member with Google Calendar connected.
Custom: any other instructions, such as "We'll send a link the day before".

Not sure which video app you'll use? Start with Phone and change it later. If guided setup made your event types, they use a phone call with the number from your profile until you connect a video app.

Connect bookings to your CRM

On the Advanced tab, turn on Create lead. Each booking is then matched to a contact by email, or a new lead is created. The booking links to their most recently updated open deal and shows on the contact's and the deal's timelines.

Event type Advanced tab with Create lead turned on and the Move their open deal to stage picker

To move the deal forward when a call is booked, choose a stage under Move their open deal to. Deals only move forward, and won or lost deals aren't touched. The Advanced tab can also create a task, project or time entry after each booking.

Prepare a meeting brief

Open the event type and go to Notifications.
Turn on Prepare a meeting brief and choose when: 1 hour before, 2 hours before, Morning of the meeting or when it's booked.

Before each meeting, the host gets a brief: who it's with, key numbers, the objective, a timed agenda, questions to ask and the next step to agree. Open it from the appointment with Open brief, and select Print or save as PDF to keep a copy.

Good to know

Make a separate event type for each offer whose length, price, host or questions differ.
Allow cancelling and Allow rescheduling on Advanced control whether clients and your team can change bookings of this type.
Offer seats lets one time take several bookings, for classes and workshops.
Turn off Active on event types you no longer offer.

Create an event type