Meeting Plans
Create the kinds of meetings you offer — set the length, the location type, and how the meeting looks to students.
A meeting plan is one type of meeting you offer. You might have a few different plans — for example, a 15-minute intro call, a 30-minute advising session, and a one-hour tutoring lesson. Each plan has its own booking page and its own settings, so students always know exactly what they are booking.
What a meeting plan includes
| Setting | What it does |
|---|---|
| Title | The name of the meeting, shown to students (for example, "30-Minute Advising Call"). |
| Description | A short explanation of what the meeting is for. |
| Length | How long the meeting lasts — for example, 15, 30, or 60 minutes. |
| Location type | How the meeting happens: Google Meet, Zoom, in person, or by phone. See below. |
| Web address | The link students use to reach this plan's booking page. You can pick a short, friendly name. |
| Color | A color label that helps you tell plans apart in your dashboard. |
| Thumbnail / cover image | A picture that gives the booking page a polished look. |
| Active or inactive | Turn a plan on when you are ready to take bookings, or off to pause it. |
You also set the plan's availability (open days and times) and booking rules — those have their own page: Availability.
How to create a meeting plan
- Go to Admin → Bookings → Meeting Plans.
- Click New Meeting Plan.
- Enter a title, a short description, and the length of the meeting.
- Choose a location type (Google Meet, Zoom, in person, or phone).
- Set your availability — the days and times you are open.
- (Optional) Add a thumbnail, pick a color, and set a friendly web address.
- Click Save, then set the plan to Active when you are ready.
Location types
When you create a plan, you choose how the meeting will take place. The right link or details are added automatically once a booking is confirmed.
| Location type | What students get |
|---|---|
| Google Meet | A video meeting link, created for you and added to the calendar invite. |
| Zoom | A Zoom link (with any join details), created for you and added to the invite. |
| In person | The address you enter, shown on the booking and in the invite. |
| Phone call | A phone number, or simply an agreement to call — no online link. |
For Google Meet and Zoom links to be created automatically, connect those accounts first. See Integrations.
What the student sees
On the booking page, the student sees the plan's title, description, length, and a calendar of open times. After they book, the confirmation shows the location — a join link, an address, or a phone number — and the same details appear in their calendar invite.
You can have as many meeting plans as you like. Keep each one focused on a single kind of meeting so students always know what to expect.
Good to know
- Set a plan to inactive when you want to stop taking new bookings without deleting it. Existing bookings are not affected.
- Want several students in the same session, or want students to suggest their own times? See Group & request bookings.
- To charge for a meeting, see Payments.
Bookings & Appointments
Let instructors and advisors offer bookable meetings, and let students pick a time and book online — with automatic meeting links and calendar invites.
Availability & Booking Rules
Choose the days and times you are open for meetings, and set rules for notice, gaps between meetings, daily limits, and deadlines.