Re:catch Guide
  • Introducing Re:catch
  • Getting Started
    • Basics
      • Signing Up
      • Calendar Integrations
      • Basic Settings
    • Start Here
      • Suggest Meeting Time
      • Create Booking Page
      • Build Your Form
  • Features
    • Meeting Suggestion
      • Suggest a meeting time
      • Confirming a meeting
    • Scheduled Events
    • Booking Page
      • Install Booking Page
    • Workflow
      • Form
        • HTML Form Integration
      • Lead Routing
        • Input Conditions Table
      • Assign Meetings (Settings)
      • Installation
    • App Integrations
      • Slack
  • Workflow Installation
    • Embed Re:catch Form
    • Integrate Custom Web Form
      • Custom HTML Form
      • SDK Mode
  • Pricing
    • Upgrade
    • Downgrade
    • Refund Policy
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On this page
  • Configure basic settings
  • Edit attendees' information
  • Create a form
  1. Features
  2. Workflow

Assign Meetings (Settings)

Configure meeting settings that are best-suited for your sales team!

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Last updated 1 year ago

Configure basic settings

  1. Decide the attendee assign rule based on the purpose of your meeting.

  • Collective: When someone books a meeting on this booking page, all attendees will be included in the meeting.

  • Round Robin: When someone books a meeting on this booking page, it will rotate among the listed attendees one by one.

  • For Round Robin, you can also write separate descriptions for each attendee on the next page.

  1. Configure basic settings for meeting location, such as the length of each meeting and buffer time, for your booking page while reviewing the preview on the right side. You can also add additional meeting locations if necessary. Note: During the buffer time you set, meeting participants won't be able to book a meeting with you.

Edit attendees' information

  1. If you're using the Round Robin assignment rule, you can provide individual descriptions for each listed attendee.

  2. Choose calendars to specify where scheduled meetings will be added to, add conflict calendars to avoid scheduling conflicts, and set your working hours for booking meetings.

  3. Define the date range for this booking page and specify the minimum gap between scheduling and the meeting time to prevent short-notice bookings. Note: Enabling 'Prevent short notice of meetings' can help you avoid missing last-minute bookings.

Create a form