Skip to main content

What are Meeting Types?

Meeting types are categories you create to organize different kinds of meetings. For example, you might create types like “Discovery Call,” “Product Demo,” “Onboarding,” and “Support.” Each type gets a color so you can quickly identify meetings on your calendar and in scheduling analytics.

Creating Meeting Types

Set up your meeting type categories from the Settings page.
1

Go to Settings

Navigate to Settings → Meetings in the dashboard.
2

Add a new type

Click “Add Meeting Type” and enter a name like “Discovery Call” or “Product Demo”.
3

Choose a color

Select from 10 preset colors to visually distinguish this type on your calendar and in analytics.

Color Coding

Each meeting type is assigned a color from 10 presets. Colors appear on calendar events, in the meetings list, and in analytics charts. Available Colors: Green, Blue, Purple, Red, Orange, Yellow, Pink, Teal, Indigo, Gray

Default Meeting Type

One meeting type is marked as the default (shown with a “Default” badge in Settings → Meetings). It is preselected when creating new event types.

Usage in Analytics

Meeting types power your scheduling analytics, helping you understand how your time is distributed.

Breakdown Charts

See how many meetings you’ve had per type over time. The color-coded charts make it easy to spot trends.

Calendar View

Meeting type colors appear on calendar events, making it easy to visually scan your week and understand your meeting mix.
Quick accessYou can manage meeting types from Settings → Meetings in the dashboard. The same page also manages meeting outcomes (e.g. Live Call, No Show), which can trigger workflows when set on a meeting.

Next Steps

Availability & Working Hours

Set when you’re available

Notifications & Reminders

Set up email notifications