Meeting types

A meeting type is a reusable booking link: what the meeting is, who hosts it, how long it lasts, where it happens and which rules protect your hosts' time. Every meeting type gets a public page at /book/<workspace>/<link>, and the same meeting type is what a router's Display calendar step, Handoff, the REST API and AI agents book.

Manage them under Booking links in the sidebar. The editor shows a live preview of the scheduling page next to its settings.

General

The Active switch in the header turns the public page on and off. An inactive link's page returns "not found" and its public booking endpoint rejects new bookings.

Location types

Hosts

Pick one of three hosting modes under Hosts & availability.

Round robin and collective links require a team, and only admins can create or edit them. Members can create and manage One host links for themselves.

For round robin, the team's settings decide who gets each meeting: its distribution mode and whether it's flexible or strict. When an invitee picks a time, the fairest rep who is free at that moment gets it. See Teams and round robin.

A collective meeting is created on the first host's calendar with the other members as co-hosts. Paused team members are left out of both modes.

Required internal guests are added per booking rather than per meeting type: in Handoff, add teammates under Additional teammates and keep Required on. They must be free at the chosen time and join as co-hosts.

Scheduling rules

These settings live under Hosts & availability and Buffers & limits. Working hours themselves come from each host's availability.

When a host reaches a daily or weekly limit, that host's remaining times for the day or week disappear. On a round robin link, other reps keep the slots open.

Limit bookings per prospect

Turn on Limit bookings per prospect to stop the same person or company from booking this meeting type over and over. The rule reads like a sentence:

At most 1 meeting per week for each email address

• Count: 1 to 100 meetings.
• Period: day, week, month or year. The limit counts confirmed and completed meetings of this type that start in the same calendar period as the requested time.
• Scope: email address counts the invitee's own bookings. company domain counts every booking from the same email domain. Personal addresses (gmail.com, outlook.com and so on) are always counted per email, so one Gmail user can't block another.

When the limit is reached, the invitee sees "You already have a meeting booked for this period. Check your inbox for the details." (or the company version for domain limits). The limit applies to public booking pages and router bookings, not to Handoff, API or MCP bookings.

Guest form

Name and email are always collected. Add up to 30 extra questions with Add question.

Each question has:

• Required: invitees can't submit without an answer. Required questions are enforced on public pages and router bookings; Handoff, API and MCP bookings can skip them.
• Key: the answer's identifier, used in prefill URLs and in the API. Keys must be unique within the meeting type.
• Lead field: when set (for example company or team_size), the lead's value for that field prefills the question and the answer is written back to the lead.

Answers appear on the meeting, in the host's notification email, in the {{answers}} tag and in the Attio meeting note. A question with the key company also sets the lead's company. Invitees can additionally add up to 10 guests by email.

Meeting invite

The Meeting invite section controls the calendar event created on the host's calendar. Click a tag below either field to insert it at the cursor; the preview renders with sample values.

• Event title defaults to {{meeting}} · {{invitee}} <> {{host}}. It becomes the meeting's title in Cauliflower, on the calendar event and in the .ics file.
• Event description is the body of the calendar event. Leave it empty to use the default, which lists the invitee, company, answers, notes and a reschedule/cancel link.

The title only supports the first seven tags, because location, answers, notes and the manage link aren't known when the title is rendered. Unknown tags render as empty text.

{{meeting}} with {{host_first_name}}

{{invitee}} ({{company}}) booked this through our website.

{{answers}}

{{notes}}

Join: {{location}}
Reschedule or cancel: {{manage_url}}

Notifications

Choose which emails this booking link sends and what they say. Each email has a switch and an Edit button:

• Booking confirmation, Rescheduled, Cancellation and Reminder, to the invitee and their guests;
• Host notifications, to the host and co-hosts when a meeting is booked, moved or cancelled.

Edit opens the email with a live preview. Changes apply to this booking link only and are saved with it; until you edit one, the link uses the workspace's version from Settings → Emails (see Email). Use workspace wording removes the link's own version. A switch that's off at workspace level (Settings → Workspace → Notifications) shows as off here too.

Reminder emails go to the invitee and their guests before the meeting. Add up to five from the presets: 1 week, 2 days, 1 day, 4 hours, 1 hour or 15 minutes before. New meeting types start with a single reminder one day before.

Reminders that would fall in the past at booking time are skipped. If every reminder is skipped and the meeting is more than 90 minutes away, a single reminder goes out one hour before. Reminders move with the meeting when it's rescheduled and are dropped when it's cancelled.

After booking

Confirmation message is shown on the confirmation screen after booking, for example preparation notes. Redirect after booking sends the invitee to a URL of yours a moment after they book; a router's Redirect step overrides it for routed leads.

Invitee permissions

Under Advanced:

Hosts, co-hosts, the teammate who booked the meeting and admins can always reschedule or cancel it from the meeting page in the app. See Booking pages for what invitees see.

Duplicating and deleting

Each booking link card's menu can duplicate a meeting type, keeping every setting, or delete it. Before deleting one, update any router path that books it.

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