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Groups and Service Menus

Groups and Service Menus let you organize your event types into curated collections, so you can share a single link with prospects or publish a full service catalogue on your website.

  • Groups — Bundle multiple event types under one link. The invitee chooses which meeting type they want, then picks a time. Great for sales teams who want to send one link instead of asking the prospect which meeting they need.
  • Service Menus — A structured, multi-level catalogue of Groups and/or Event Types. Ideal for publishing a service booking page on a website where customers browse and select a service before booking.
note

Groups and Service Menus are shared across your organization. Any team member can create, edit, or delete them.

Setting up Groups​

Create a Group​

  1. Navigate to My Meetings > Settings > Groups tab.
  2. Click + New group.
  3. Fill in the group details:
    • Name — A descriptive name that invitees will see (e.g., "Jeff's Sales Meetings").
    • Link — A URL slug is generated automatically. You can customize it.
    • Description (optional) — Briefly describe the purpose of the group.
    • Color — Pick a color to identify the group.
  4. Under Event types, add the event types you want in the group. You can mix personal and team event types.
  5. Click Create new group.

After creating the group, copy its link from the Groups list (or from the group's settings). Share it via email, include it in a calendar invitation, or add it to a website button like "Book a Demo."

When an invitee clicks the group link, they see all event types in the group and choose the one that fits them before picking a date and time.

Edit or delete a Group​

From the Groups list, click the kebab menu (⋮) next to a group:

  • Settings — Edit the name, description, color, and event types.
  • View event link — Preview the booking page.
  • Delete — Permanently remove the group (this does not affect the underlying event types or existing bookings).
note

The General Personal Event Link and General Team Event Link groups are created automatically and cannot be deleted.

Setting up Service Menus​

Create a Service Menu​

  1. Navigate to My Meetings > Settings > Service menu tab.
  2. Click + New service menu.
  3. Fill in the service menu details:
    • Name — A descriptive name (e.g., "Cory's Cut and Shave").
    • Link — A URL slug is generated automatically.
    • Description (optional) — Describe what customers will find here.
    • Color — Pick a color.
  4. Under Groups & event types, add one or more Groups and/or individual Event Types.
  5. Click Create service menu.

Share or embed a Service Menu​

After creating the service menu, copy its link from the Service menu list. You can:

  • Publish the link on your website (e.g., as a "Book an Appointment" button).
  • Use the Add to my website embed code (available on individual event types) for inline booking widgets.

Customer booking flow​

When a customer clicks your Service Menu link:

  1. They see all Groups and direct Event Types in the menu.
  2. If they choose a Group, they then see the event types within it and select one.
  3. They pick an available date and time and confirm.

Best practices​

For Partner sales teams (Groups):

  • Group related meeting types together — e.g., Discovery Call, Product Demo, Pricing Review in one "Sales Meetings" group.
  • Keep groups to 3–5 event types to avoid overwhelming the invitee.
  • Share the group link in outbound emails instead of a single event type link, so prospects self-select the right meeting.

For service-based businesses (Service Menus):

  • Use Service Menus when you want a structured hierarchy (e.g., service categories > specific services).
  • Use In-Person (Host Location) event types for physical services — do not offer Video or Client Location options for services that happen at your premises.
  • Use Round Robin if any available staff member can serve a customer; use Client Selection if customers prefer a specific person.

General:

  • Name your Groups and Event Types clearly so invitees immediately understand their options.
  • Your branding (logo, colors) applies automatically to Group and Service Menu booking pages.
  • Existing event types can be added to Groups and Service Menus immediately — no need to recreate them.