The Meeting Types section in Organization Settings is where Admins can set up standard meeting types for all reps within their organization, saving time in building out meetings so your staff can focus on the customer.

Billing Plan: Org-wide meeting types are available on the Drift Premium and Enterprise plans.

In this article, we'll cover:

• How to Customize Meeting Types

To customize meeting types for your organization: 

1. Go to the Meetings Tab
2. Click the button labeled “Create meeting type” 
3. Follow the steps to setting up a new meeting 

For each meeting type you can…

• Set the title to make it easy to understand the purpose of the meeting
• Set the Duration
• Identify a location, whether that be in person, on the phone, or over a video conferencing tool
• Add in your own video conferencing link. If you use Zoom, see this help article for setting up a direct integration
• Set a description for the event
• Personalize your meeting description with Personalization tokens
• Copy the generic booking link, which can be sent to others to book that meeting type with you
• Set whether users who visit that booking link should be required to provide their name and phone number in addition to their email address in order to book time with you
• Set up Guest Reminders to alert your guests via email when the meeting is scheduled, and remind them at a set time before the appointment to make sure they don’t forget!

These org-wide meeting types can only be set up and modified by Admins to ensure all reps are on-brand, have consistent messaging, and follow standard practice. Admins can also use these meeting types in the ‘book a meeting’ skill in playbooks to set more reliable outcomes in your routing.

For further info on meetings, check out this help doc here.