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Setting Default Meeting Links in HubSpot

A Step-by-Step Guide to Customize Your Scheduling Experience

Overview

This article provides step-by-step guidance on setting default meeting links in HubSpot. Understanding the limitations of default meeting link settings can help ensure a smoother scheduling experience.

Key Information

  • Ownership of Default Meeting Links: Only the user who creates a specific meeting link can set it as their default meeting link.
  • Limitations on Shared Links: Meeting links created by other users cannot be designated as default links for your account.

Follow these simple steps to set your default meeting link:

  1. Log in to HubSpot: Access your HubSpot account.
  2. Navigate to "Meetings": In the main navigation bar, locate and select the "Meetings" tool.
  3. Select Your Meeting Link: Find and choose the meeting link you created that you wish to set as your default.
  4. Set as Default: Look for the option to set this link as your default and click to confirm your choice.

Troubleshooting

If you encounter issues when trying to set a link as default, consider the following:

  • Check Link Ownership: Ensure that the link you are trying to set as default was created by you. If it was created by another user, you will not have the necessary permissions to make it your default.

By following these steps, you can effectively manage your meeting links and enhance your scheduling convenience within HubSpot. If you have further questions or need assistance, please don’t hesitate to reach out to your HubSpot support team.