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Email & CalendarConfigure Meeting Types, Buffers, and Notice

Configure Meeting Types, Buffers, and Notice

Shape what a client can book: length, padding, how soon, how far ahead, reminders and the questions asked first.

Open Calendar in BrokerPlus

A meeting type is one bookable offer on your link: a discovery call, a renewal review, a signing appointment. A client picks from the types you publish on the Booking tab.

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Creating a meeting type and walking through its length, buffer, notice, and reminder settings.

When You'd Use This

Set this up when you want something specific to offer - a single "30-Minute Call," or several types (intake, renewal, signing) with their own length and rules. Come back when a meeting runs too tight, clients book with too little warning, or you want to ask something first.

Create a Meeting Type

Under Meeting Types, click New, name it and set a duration. Each row's On/Off switch takes a type down without deleting it or losing its link and history.

The booking tab with the weekly hours, the blocked days, the booking handle and the published meeting types

The Knobs

Most of this lives under Advanced Options, collapsed by default so the form opens on name, duration, location and color first, and the scheduling machinery waits until asked.

SettingWhat it does
Duration5 to 480 minutes.
LocationA preset (call, Meet, Zoom, Teams, in person) or free text. No auto-generated link.
ColorTints this type's calendar events.
Start-time intervalHow far apart bookable start times are, independent of duration.
BufferPadding held on both sides of a booking.
Minimum noticeHow close to start time someone can still book.
Bookable up toDays out the type is open (7 to 90).
RemindersUp to five, each a preset offset before the meeting.
Reminder channelEmail, text, or both. Text needs a phone number.
Intake questionsShort-text or multiple-choice, each optionally required.
AvailabilityThis type's own window, or your general hours by default.

Start-Time Interval vs. Buffer

Interval decides where offered start times land: at the meeting-length default a 30-minute meeting offers 9:00, 9:30, 10:00; at 15 minutes it offers 9:00, 9:15, 9:30. Buffer decides what happens around a booking once made, blocking time on both sides so back-to-back meetings never touch.

Minimum notice stops someone booking your 2:00pm at 1:58; bookable-up-to caps the far end so your calendar isn't open months out for a type booked a week ahead. A custom value keeps its own slot instead of resetting.

Ask Questions and Set Availability

Intake questions appear on the booking page and again on the confirmation, so answers travel with the meeting. Common starters - what the client hopes to accomplish, the property address, whether they're pre-approved - are one-tap chips.

Every meeting type opens on your general weekly hours and stays tied to them, moving when you update your hours. Click Availability on a type's row for its own narrower window, say signings only Tuesday and Thursday afternoons. The editor flags changed days; matching it back exactly returns the type to following your hours automatically.

Someone booking picks an open time, answers any intake questions, and confirms, landing on a confirmation screen with a management link (reschedule or cancel) that rides along in every reminder you've turned on.

Common Gotchas

  • Turning every meeting type off leaves your booking link with nothing to offer, though the link still resolves.
  • A type with no calendar connected can still be booked, since availability defaults to your set hours: connect it first so conflicts block slots.
  • Requiring text reminders makes the phone field mandatory, which can cost a booking from someone unwilling to share a number.

What to Do Next

Keeps track of what you have already been through.

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