Meeting scheduling is available on paid plans (same upgrade path as Form builder). Hosts need a calendar connected under Settings → Profile → Calendar.
From a form (after submit)
- Open the form editor → Settings.
- Under After submit, choose Schedule a meeting or Let visitor choose.
- Select a router whose members’ calendars power slots, and configure meeting rules (duration, timezone, notice, buffer, window).
- Save and share the form.

From a contact record
- Open a Contact record.
- Click Schedule meeting.
- Choose the host, duration, and timezone.
- Pick an available slot and confirm.

Offer available times in email
- Compose an email from a contact (or related engagement flow).
- Insert available times for the recipient.
- Send the email. The recipient opens the public booking link and confirms a slot.


