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Team booking links

Team booking links let you create a single booking link that distributes meetings across a team. For example, your business might run a qualification call before handing a prospect to a sales rep — create one team link and let My Meetings distribute bookings automatically.

Prerequisites​

You will need admin permissions to set up team booking links.

In the Business App, all members of a business are part of a single team. Team event types are available to all valid users of the business.

  1. Go to CRM > My Meetings.
  2. Click Manage booking links.
  3. Click + New under Your Team Event Links.

Team booking links overview

  1. Click + New Team booking.

Create a new team booking link

  1. Configure the following fields:

Team booking form

  • Event Title — What clients see when they book.
  • Event Link Name — Creates the URL for your booking link (e.g., /team-meeting).
  • Description — Optional description of the meeting.
  • Duration — Length of the meeting.
  • Team Members — Select the team members included in this booking link.
  1. Click Save to create the team booking link.

Assignment methods​

Choose how meetings are distributed to team members.

Assignment methods

Round robin​

Meetings rotate evenly across all available team members in a set sequence. Each team member gets an equal number of meetings over time. Only members with calendar availability are included in the rotation.

Best for: Balanced workload distribution across equal team members.

Priority assignment​

Meetings go to the highest-priority available member first. If that person is unavailable, the system moves to the next priority level, and so on.

  • Priority is set top to bottom — drag team members to reorder.
  • Useful for senior/junior structures where certain people should handle most bookings.

Best for: Teams with different experience levels or hierarchical routing.

Client selection​

The person booking chooses which team member they want to meet with. Only members available at the selected time are shown.

Best for: Service businesses where clients have preferences, or teams with different specializations.

Multi host​

Multiple team members attend the same meeting together rather than one person being assigned.

  • Only time slots when all selected hosts are simultaneously available are shown.
  • The invitee sees all host names on the booking page before confirming.
  • All hosts are notified and added to the calendar invite once confirmed.

Limits and requirements:

  • Maximum 5 hosts per multi-host event type.
  • All selected hosts must have their calendar connected for accurate availability checking.

Best for: Complex sales processes requiring multiple stakeholders (e.g., Sales Rep + Solutions Engineer), onboarding sessions, or consultations needing multiple experts.

Selecting team members​

For all assignment methods:

  1. Click in the team member selection field and choose from your available team members.
  2. Click the X next to any team member to remove them.
  3. Each selected team member must have their calendar connected and properly configured.

Managing availability​

Managing availability

Team members can be assigned to different days and time periods. For example, some members might be available Monday–Wednesday while others are available Thursday–Friday. Each member's individual availability settings and buffer times are respected.

Calendar customization​

Calendar integration requirements​

For team members to appear as available:

  • Each team member must have their personal calendar connected to My Meetings (Google Calendar or Microsoft 365 / Outlook).
  • Events marked as "busy" in personal calendars automatically block availability.
  • All-day events prevent bookings for the entire day.

Timezone settings​

Timezone settings

Choose how timezones are handled:

  • Use the company timezone.
  • Adjust to the visitor's timezone.
  • Set a specific timezone.

Customizing your booking page​

Customizing booking page

Personalize the team booking page with custom colors and questions. Custom questions are answered by visitors at booking time and are available to the assigned team member.

Sharing team booking link

  1. Click View to preview your booking page as visitors see it.
  2. Click Copy link to copy the booking URL.
  3. Share via email, social media, or add to your website.