How to create a 2 step meeting form (example in post)

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New Contributor

Hey everyone,

I want to create 2 step meeting links that look like the image below but can't work out how to set it up.

Would appreciate any help. Thank you!

 

Screenshot 2020-03-06 at 15.09.01.png

 

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Regular Contributor

So right now, there isnt really an elegant way to do this. There are dozens of posts here about wanting this feature. You can check out some of those for workarounds, but none of them are especially satisfying.

 

You may want to check this out though. https://www.webmechanix.com/tool-hubspot-multi-step-form-generator-dynamic-progressive-forms/ . I have worked with this team in the past and had good results. I cannot personally attest to this particular tool though.

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HubSpot Product Team

Hi @RyanWatson,

 

Thanks for sharing that screenshot! This option will appear if you are using a round robin meetings link and have selected the "If contact is owned, show owner's calendar" checkbox. With this option enabled, this will prompt a visitor to enter their email address first as this will allow for HubSpot to display the contact owner's meetings link instead. More on team meetings links is outlined here for reference! 

 

Best,

Olivia 

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