Meeting templates for the meetings you book again and again
Different companies. Different calendars. One meeting.
Kick-off meetings, quarterly reviews and interviews look the same every time. With meeting templates the organisation saves the setup once – participants, duration, reminders and any meeting series – and everyone who may book meetings can start from the template.
Why meeting templates save time
Most organisations book the same type of meeting over and over: onboarding a new customer, the weekly review, an interview, the quarterly check-in. Every time the same details are typed in again, and small differences creep into duration, participants and reminders.
A meeting template locks the setup once. The organisation's owner or co-owner saves the meeting type with the right duration, participants, reminders and any meeting series, and files it under a category of their own. An existing meeting can be saved as a template and edited before it is stored.
When someone books, the normal booking wizard opens with everything prefilled. Nothing is locked: participants can be swapped, the time can be moved and the text rewritten before the request is sent. The result is consistent meetings without losing flexibility.
What a template can hold
Ready-made meeting settings
Title, description, duration, location or video meeting and reminders are stored in the template.
Participants are optional
A template can include internal participants and external invitees – or be left empty and filled in when booking.
Recurring setup
A template can contain a complete meeting series, so interval and end conditions come along too.
Categories, active or disabled
The organisation creates its own categories and can disable a template without deleting it.
How it works
- 1
Create the template
Owners and co-owners create templates in the admin section, or save an existing meeting as a template and edit it before saving.
- 2
Pick a template when booking
When active templates exist you choose between From template and Start from scratch when you click Book meeting.
- 3
Adjust and send
The template fills in the wizard. Every field, time and participant can be changed before the booking or request is sent.
Common templates
Customer kick-off
Fixed duration, account manager and technician as participants and a reminder the day before – ready to book as soon as the deal is signed.
Recruitment interview
The same setup for every candidate, with the right interviewers prefilled and the candidate as an external participant.
Quarterly review
A template with a ready-made quarterly series, so the whole year's reviews are booked in one step.
Frequently asked questions
- What is a meeting template in MeetSync®?
- A meeting template is a saved meeting setup with prefilled settings – title, duration, reminders, participants and any meeting series – used as the starting point when a new meeting is booked.
- Who can create and edit templates?
- The organisation's owner and co-owners create, update, disable and delete templates. Anyone allowed to create meetings can book from an active template.
- Must a template contain participants and times?
- No. Participants and times are optional in a template. You can save a setup without participants and choose them when the meeting is booked.
- Can I change things after choosing a template?
- Yes. The template opens the same booking wizard as a normal meeting, and everything – participants, time, duration, reminders and text – can be changed before the request is sent.
- Can a template contain a recurring meeting?
- Yes. A template can hold a complete series so interval, end condition and breaks follow along when the meeting is booked from the template.
- Can we organise the templates?
- Yes. The organisation creates its own categories and can disable templates that should no longer be selectable for new bookings, without losing history.
Book the standard meeting in seconds
Create an account, save your most common meetings as templates and let the team book from them.