Log in to my.x.ai and click on Templates in the upper right hand corner.
Click on "New Meeting Template to get started.
Type in your "Meeting Template name" and the Calendar Page Link. The end of the link will also be your template shortcut. Next, select the Location for this Meeting Template. You can also set if you want the meetings added into a specific calendar.
Next, you can customize the Availability for this Meeting Template.
First, you'll set the "Scheduling hours" which are the days and hours this Meeting Template is available. You can either add custom hours for just this template or have this Meeting Template use what you set for your Scheduling hours on your Default Meeting Template. If you are using custom hours, you can also adjust the timezone, which is useful when you have an upcoming trip to a different timezone.
You will also set the Meeting Duration, which is how long this meeting is. In addition to the basics like Scheduling hours and Meeting Duration, there are several advanced options you can use to customize the availability.
You can add available dates. The default is to make this Meeting Template available indefinitely, but you can also opt to make it available for a rolling period of days or a specific date range.
You can also limit how close to the meeting time your guest can book this Meeting Template. You can specify "breather time," meaning how much time you want before and after this Meeting Template. You can choose to limit the number of available slots you offer for this Meeting Template, and you can opt to only schedule this Meeting Template at the top of the hour. Finally, you can choose to limit the number of meetings using this meeting template by adding a Max Meetings Allowed Per Day or Per Week.
You can set yourself as optional in these meetings, control whether guests are allowed to add optional guests when scheduling through your Calendar Page, or add email addresses to be included on the invite (such as a coworker, your office's front desk security). They will be added as optional and their availability will not be taken into consideration.
You can personalize the Meeting Template with a custom Greeting that will appear at the top of the corresponding Calendar Page. Custom invite notes will be included with the calendar invites for this Meeting Template. Individual and Team users can also customize the scheduling flow for their Calendar Pages by adding a custom redirect, instead of x.ai's confirmation page.
You can also set additional Privacy restrictions, including hiding this Calendar Page from your Homepage, requiring a passcode, require confirmation when guests want to book through this Calendar Page, and control how the Event shows in your Google or Microsoft Calendar.
You can ask your guests to answer custom questions by adding Guest Questions. These will be optional or required fields for your guest to fill out when they book a meeting from your Calendar Page.
Individual and Team users can connect their Stripe account and then collect payment from guests when booking through a Calendar Page. Learn more.
You can also use your Meeting Template shortcut to schedule over email and Slack.
Learn more about email scheduling.
You can also customize the number of Scheduling Follow-ups and the frequency of those follow-ups.
When you've done all this, click "Create" and the Meeting Template will be ready to use.
Learn more about how to use Meeting Templates.