Managing HubSpot Sales and Meetings: Creating a Custom Scheduling Workflow
1. Click on Sales
2. Click on Meetings
3. Click on Create scheduling page
4. Click on One-on-One…
5. Type "Aaron Platt - Personal - Discovery OR Closing Booking Link"
6. Click on Event title
7. Click on Contact token
8. Click on First name
9. Click on Contact token
10. Click on Last name
11. Type Contact: First name Contact: Last name - Discovery OR Strategy Call
12. Click on Add videoconference link
13. Click on Zoom…
14. Click on OFF
15. Check ON
16. Type Type Your Description
17. Click on Meeting type
18. Click on Discovery Call
19. Click on Next
20. Type "ap-discovery"
21. Click on Duration options
22. Click on 15 min…
23. Click on Create one-on-one meeting…
24. Click on Your time zone
25. Click on Availability window
26. Click on Additional settings
27. Click on Minimum notice time
28. Click on 2 hours
29. Click on Buffer time
30. Click on No buffer time
31. Click on Start time increment
32. Click on 30 minutes
33. Click on Form
34. Click on Contact property
35. Click on Select a contact property
36. Type "Phone"
37. Click on Phone number
38. Click on Save
39. Click on OFF
40. Check ON
41. Click on Confirmation
42. Click on What should happen after a prospect or customer submits this form…
43. Click on Next
44. Click on OFF
45. Check ON
46. Click on Add reminder
47. Type "24"
48. Click on days before
49. Click on hours before
50. Check Email customization
51. Click on Create scheduling page
52. Click on Actions
53. Click on Set as default
