How to Add LiveSwitch Video to your Appointment Scheduling Tool
Appointment scheduling tools are a great way to quickly and easily book meetings. Most of these tools allow you to add in your preferred video conferencing tool also known as the meeting "Location".
Below are instructions for adding your LiveSwitch Video Meeting Link to Calendly and HubSpot Meetings. Other tools like Appointy and Simplybook should have similar options and allow you to add your preferred meeting place. Need help? Just reach out to help@liveswitch.com for assistance and we will walk you through it.
Calendly
- Login to your LiveSwitch Account
- Navigate to the Account tab
- Click on the blue Copy/Paste icon located beside your Personal Meeting Link. Paste your Personal Meeting Link somewhere you can easily find or proceed to the next step
- Login to your Calendly account
- If you already have a Calendly Event setup Click the Gear icon and Select Edit. If you do NOT have an Event setup follow these Calendly instructions to setup a NEW Event and make sure to put your LiveSwitch Video Personal Meeting Link in the Location area (see step 7 - 9 below).
- Once your event you chose to edit opens, Click on the first box "What Event is this" so it expands your options
- Under Location Click Edit and use the dropdown box to select Custom
- Paste your LiveSwitch Video Personal Meeting Link in the empty text box provided and Click Update
- Select Save & Close
Now you are all set! Anytime you share your scheduling link with someone and a meeting is scheduled it will be on your LiveSwitch Video Personal Meeting Link. Make sure you add your LiveSwitch Video Meeting Link to all of your Calendly Events.
HubSpot Meeting
- Login to your LiveSwitch Video Account
- Navigate to the Account tab
- Click on the blue Copy/Paste icon located beside your Personal Meeting Link. Paste your Personal Meeting Link somewhere you can easily find or proceed to the next step
- Login to your HubSpot account and navigate to Sales>Meetings
- Follow these HubSpot instructions to setup a NEW meeting or click Edit to update the Location of any meeting you already have setup
- When creating a NEW Meeting or Editing an existing meeting Paste your LiveSwitch Video Personal Meeting Link in the Location box
- Click Save
Now you are all set! Anytime you share your scheduling link with someone and a meeting is scheduled it will be on your LiveSwitch Video Personal Meeting Link. Make sure you add your LiveSwitch Video Meeting Link to all of your HubSpot Meetings.