Schedule a meeting for yourself on desktop

• In your HubSpot account, navigate to your contacts, companies, deals, or tickets.
• Click the name of the record.
• In the left panel, click meetings, Schedule a meeting. A pop-up box of your connected calendar will appear. To set up your meeting:
  • Click the Duration dropdown menu to set the length of your meeting.
  • Click the desired time on your calendar. 

• Enter a title for your meeting.
  
  • Click the Meeting type dropdown menu to select the meeting type. This setting is available only if you have enabled customized call and meeting types.

• Click the Attendees dropdown menu to search and select other contacts and users who should be included in the meeting.

• Click the Location dropdown menu and select one of the following options for the meeting location. 
  • • Phone call: Write the phone number in the text field.
    • In-person: Write the address in the text field.
    • Video conferencing: Connect a video conferencing app such as Zoom, Google Meet, or UberConference. A link will be autogenerated upon the creation of the meeting. Learn more about using HubSpot's integrations with Zoom, Google Meet, or UberConference. If you're a developer or have a developer on your team, learn how to use the Video Conference Extension API.
    • Custom: Write customized location details in the text field.
• To send reminder emails before a meeting, in the 

Scheduled reminder emails section, select how many weeks, days, hours, or minutes before the meeting an email should be sent out, enter a number in the text field, then click the Scheduled reminder email dropdown menu and select a time measure.

If the turn-on meeting reminder by default  switch is on for your account, new meetings will inherit the default reminders.

• • You can add up to three reminder emails. To add additional reminder emails, click + Add reminder. To delete a reminder, click the delete trash can icon delete
  • To include the invite description in the reminder email body, select the Include the Invite Description in the reminder email body checkbox.

Click + Add Internal Note to open the Team notes text box. In the Team notes text box, enter any internal notes for your team members to review. The meeting contact attendees will not see this information on their calendar invite. Use the formatting options at the bottom to modify the text, insert a link, attach a file, or use a snippet. 

• • Click the Associated with dropdown menu to search and select/clear the checkboxes next the records to associate with the meeting activity. 

 

 

• You can also click the collapse icon to schedule the meeting without viewing your calendar.
  

   

  

   

• Click Save.
  
  • The contact needs to have a valid email address populated in the Email property to receive an invitation.
  • Once the meeting is scheduled, your contact will receive an invitation with an .ics file which can be added to their calendar.
  • A meeting will automatically be created for you in your calendar.
    
    

The meeting will save as an engagement on the record's timeline. Your name will be listed as the host and organizer.