Creating a scheduling page

pageType: Application Application Application Application Application Application Application Application Application

screenKeywords:
Create one-on-one meeting a : Step 20of 3
OVERVIEW SCHEDULING AUTOMATION
Scheduling
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. . q A https: tings.hubspot. jdoe-mobbin/scheduling-a-meeti
https://meetings.hubspot.com/jdo.. = scheduling-a-meeting B e esting
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30 mins
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Schedule Form Confirmation April
MON TUE WED THU FRI SAT SUN 00:15
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|Create one-on-one meeting a u : Step 3 of 3
OVERVIEW SCHEDULING AUTOMATION
Automation
Confirmation email
Send a confirmation email o attendees immediately after they schedule a meeting.
Send fest email ~ Test email will be sent to jdoe.mobbin@gmail.com

Pre-meeting reminder

Send an email reminder to attendees before a meeting starts.
Cancel Create scheduling page
|Create one-on-one meeting O Step1of 3
OVERVIEW SCHEDULING AUTOMATION

Overview
Internal name * @

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Organizer @

Jane Doe (me) v

@ Scheduled meeting

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|Create one-on-one meeting O Step1of 3
OVERVIEW SCHEDULING AUTOMATION

Scheduling a meeting
Organizer @

Jane Doe (me) v

@ Scheduled meeting

Event title © & Contact token ¥ Hs Company token v

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Location @
Let's catch up for a quick call!
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Cancel and reschedule [T
Include cancel and reschedule links in the event description
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Need to make changes?

e Reschedule: | Reschedule Link
B I U L | § Personalize~
|Create one-on-one meeting O Step1of 3
OVERVIEW SCHEDULING AUTOMATION
Overview
Internal name * @
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Jane Doe (me) v
@ Firstname Lastname and
Event title © & Contact token ¥ Ha Company token ~ Jane Doe
Jane Doe
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|Choose a scheduling page type X
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set.
View example use cases View example use cases
|Search meeting names Q_ | Owner: Jane Doe (me) ¥  Meeting type: All meeting types ~
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;t:;r:bi?ngif:;:f:gnlf in meeting Jane Doe One-on-one Multiple @ 0 0 N/A
js«di:?n(:lojtljl:g/:chm:iirii:gg-u-meering & Jane Doe One-on-one 30 min 0 0 N/A
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|Search meeting names Q_ | Owner: Jane Doe (me) ¥  Meeting type: All meeting types ~
MEETING NAME ORGANIZER TYPE DURATION VIEWS © ESSTKI:DGS gg.:g’ERSION
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Removing attachments

appName: HubSpot

appCategory: Business

appTagline: Software, tools, resources for your business

companyHqRegion: US & Canada

companyStage: Public & Mature

platform: web

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pageType: Application Application Application Application

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screenKeywords:
Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 A ‘ v
< Contacts Actions ~ Overview Activities °v Attachments Add ~
Abigail J Smith - i
9 Search activities Q Collapse all ~ & About _ Mobbin.pdf (23.6KB) X
Design Manager at Mobbin
abigailsmith.mobbin@gmail.co ® Activity Notes Emails Calls Tasks Meetings
m —
v Contact create attribution
9 ‘ e ° Filter by: Filter activity (21/30) v  All users ~
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v About this contact Date range: All time
> Email - Mobile Design Project from Jane Doe Apr 19, 2023 af 8:30 AM GMT+8 ® Other Lead Creation
Email to Abigail J Smith, jsmith.mobbin@gmail.com
abigailsmith.mobbin@gmail.com @ Scheduled
Phone number Dear Abigail,
+1(628) 267-9041 I hope this email finds you well. I am writing to request a brief meeting with you and your team
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Contact owner
Jane Doe ~
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PP T d P Show all interactions
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> Task assigned to Jane Doe Due: Apr 30, 2023 at 8:00 AM GMT+8 v List memberships Manage
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April 2023
v Website activity
v~ Playbooks Manage
Website activity shows you how many times a > Note by Jane Doe Apr 18, 2023 at 5:36 PM GMT+8
. . . . . . . T . . . . Build a library of sales resources for your
contact has visited your site and viewed your Abigail is a creative and highly motivated individual with extensive experience in the v v
P e These could include call scripts or positioning
paaes.
|Remove About _ Mobbin?
Permanently delete this file
Cancel
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 ‘ ‘ v
< Contacts Actions ~ Overview Activities °v Attachments Add ~
Abigail J Smith - i
g Search activities Q Collapse all ~ @ About _ Mobbin.pdf (23.6KB) X
Design Manager at Mobbin
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abigailsmith.mobbin@gmail.com @ Scheduled o Other Lead Creation
Phone number Dear Abigail,
+1(628) 267-9041 I hope this email finds you well. I am writing to request a brief meeting with you and your team
to discuss on the new mobile design project you are launching. We are confident that our team
Contact owner
Jane Doe ~
Lifecycle stage
Opportunity ¥ > Task assigned to Jane Doe Due: Apr 21, 2023 at 8:00 AM GMT+8
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April 2023 . .
~  Website activity email, and automation.
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g Search activities Q Collapse all ~ Mobbin °
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m —
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v About this contact
> Email - Mobile Design Project from Jane Doe Apr 19, 2023 af 8:30 AM GMT+8 Abigail Smith - New Deal
Email to Abigail J Smith, jsmith.mobbin@gmail.com Amount: --
abigailsmith mobbin@gmail.com ® Scheduled Close date: April 30, 2023
Phone number Dear Abigail, Stage: Appointment scheduled ~
+1(628) 267-9041 I hope this email finds you well. I am writing to request a brief meeting with you and your team i .
i . . . . . View associated deals
to discuss on the new mobile design project you are launching. We are confident that our team
Contact owner
Jane Doe ~
v~ Tickets (0) + Add
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o . . . o . . . . v~ Attachments
preferences. Abigail is a creative and highly motivated individual with extensive experience in the


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screenKeywords:
Talk to Sales
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title
cta.module
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|You have 12 days left in your Marketing Hub Professional trial. Go to trial guide Switch trial view v Show features v
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4


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Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 ‘ ‘ v
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AblgCIlI J Sm lTh v~ Task assigned to Jane Doe Actions ¥ Due: Apr 30, 2023 at 8:00 AM GMT+8 i
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Type Priority Queue Assigned to Abigail Smith - New Deal
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abigailsmith.mobbin@gmail.com Close date: April 30, 2023
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> Note by Jane Doe Apr 18, 2023 at 5:36 PM GMT+8 this record.
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v Attachments
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Setting up activity feed

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screenPatterns:
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Marketing Director at Rocketsalt clicked link in email

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I/ CEO at Steelworth Metalworks, Inc. opened email Interested in increasing the top of your funnel?

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0 VP Sales at Padlock Security visited page Pricing page

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Want to start seeing some real activity?
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I will only send emails through HubSpot
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Next, you're going to need the extension

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pageType: Marketing Marketing Marketing Marketing

screenKeywords:
% Discussions v Connections v Groups v Resources v Advocacy v
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