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Activity Meeting Types

Required Permission
Manage Company Settings - You must have the Manage Company Settings permission to access this setting.

Configure meeting categories for appointments and scheduling.

Overview​

Meeting Types define the different kinds of meetings your team schedules. These are often used with online scheduling and calendar integrations.

Accessing This Setting​

  1. Go to Settings > Scheduling > Activity Meeting Types

Configuration Options​

Creating Meeting Types​

  • Meeting Type Name - Name of the meeting type
  • Duration - Default length of this meeting type
  • Location - Default location or "Virtual"
  • Description - Description shown to clients
  • Buffer Time - Time before/after meetings
  • Active Status - Enable or disable types

Common Meeting Types​

  • Initial Consultation
  • Sales Presentation
  • Design Review
  • Pre-Construction Meeting
  • Progress Walk-through
  • Final Walk-through

Using Meeting Types​

Meeting types are used for:

  • Scheduling appointments
  • Online booking (if enabled)
  • Calendar organization
  • Meeting duration defaults