CRM

alexagatiss
Contributor

Meeting Scheduler - Users and Specific Dates

SOLVE

Hi everyone, I have two questions about the meetings scheduler:

 

1. Are there any reasons why a user in HubSpot is not showing up when I create a Round Robin Meeting Scheduler? How can I get them to be a selectable option in the dropdown menu?

 

2. How can I limit the dates they can sign up- trying to schedule meetings for specific dates rather than open ended.

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Meeting Scheduler - Users and Specific Dates

SOLVE

Hi @alexagatiss,

 

The main reason why a user wouldn't show up in a round robin link is the lack of a seat: https://knowledge.hubspot.com/meetings-tool/create-and-edit-scheduling-pages?hubs_content=knowledge....

 

In the scheduling step of setting up the meeting link, you can specify a date range:

 

karstenkoehler_0-1741841907952.png

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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3 Replies 3
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Meeting Scheduler - Users and Specific Dates

SOLVE

Hi @alexagatiss,

 

The main reason why a user wouldn't show up in a round robin link is the lack of a seat: https://knowledge.hubspot.com/meetings-tool/create-and-edit-scheduling-pages?hubs_content=knowledge....

 

In the scheduling step of setting up the meeting link, you can specify a date range:

 

karstenkoehler_0-1741841907952.png

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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InboundSensei
Participant

Meeting Scheduler - Users and Specific Dates

SOLVE

Karstekoehler thanks for guiding very well my issue has also been resolved

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alexagatiss
Contributor

Meeting Scheduler - Users and Specific Dates

SOLVE

Hi @karstenkoehler  , Thanks for getting back to me. I was able to add a date range - thank you for that! I just confirmed the person I am trying to add does have a sales seat... I guess I will take it to HubSpot Support. Thank you.

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