Calendar management

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Suggestions on how to manage the HubSpot meetings integration with the calendar when I'm not sure when I will be available from week to week?

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Does this post help you? If so, then help others by accepting it as a 'solution'. (HubSpot word)

 

Q: Suggestions on how to manage the HubSpot meetings integration with the calendar when I'm not sure when I will be available from week to week?

 

Short A: n/a

 

Longer A:

Here are a few things you may wish to do to help control your calendar.

 

-1- Set blocked days/times on your Gmail/Outlook calendar.
This will prevent ALL calendar integrations from allowing meetings to be booked on those days/times. Unfortunately, it will also block new internal meeting requests.
(see Gmail example)
hubspot-calendar-control-gmail.png


-2- Set HubSpot meetings to only allow meetings to be booked during certain blocks of time.
This will prevent MANY potential conflicts if/when calendar integrations are periodically interrupted.
Example: If you have regularly scheduled company meetings exclude those days/times from ALL HubSpot meeting links.
(see image)

hubspot-calendar-control-meeting-availability-gif.gif

 

 This is what the above work yields when booking from HubSpot.
(see image)

 hubspot-calendar-control-meeting-scheduler.png

 

This works for all integrations against your calendars (i.e., Outlook AND Gmail).

 

Does that help answer your question? If so, remember to accept this 'solution'.

Best,
Frank

 


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www.MFrankJohnson.com

2 Replies 2
Community Superstar

_hubspot-button-accept-as-solution-gif-v00.gif

Does this post help you? If so, then help others by accepting it as a 'solution'. (HubSpot word)

 

Q: Suggestions on how to manage the HubSpot meetings integration with the calendar when I'm not sure when I will be available from week to week?

 

Short A: n/a

 

Longer A:

Here are a few things you may wish to do to help control your calendar.

 

-1- Set blocked days/times on your Gmail/Outlook calendar.
This will prevent ALL calendar integrations from allowing meetings to be booked on those days/times. Unfortunately, it will also block new internal meeting requests.
(see Gmail example)
hubspot-calendar-control-gmail.png


-2- Set HubSpot meetings to only allow meetings to be booked during certain blocks of time.
This will prevent MANY potential conflicts if/when calendar integrations are periodically interrupted.
Example: If you have regularly scheduled company meetings exclude those days/times from ALL HubSpot meeting links.
(see image)

hubspot-calendar-control-meeting-availability-gif.gif

 

 This is what the above work yields when booking from HubSpot.
(see image)

 hubspot-calendar-control-meeting-scheduler.png

 

This works for all integrations against your calendars (i.e., Outlook AND Gmail).

 

Does that help answer your question? If so, remember to accept this 'solution'.

Best,
Frank

 


hubspot-solutions-signature-mfrankjohnson-v03.png

www.MFrankJohnson.com

New Member

If there are two people requesting the same date+time AT THE SAME TIME - does it over book?

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