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Book meetings with Gist

By Jitta

Updated 6 days ago

With Gist Meetings, your prospects can schedule appointments with you faster and can completely avoid the back-and-forth emails. Your schedule will be in constant sync with your Google calendar, so your prospects will always see your most up-to-date availability.

In this article, we’ve given you a quick overview of Gist profiles and meetings and then walk you through how quick you can get started.

Step 1: Complete your profile

Each member of your team gets a unique and dedicated URL with their profile that they can share with your prospects and connect with your leads and customers by providing a direct line to your business.

The profile page provides essential details about your teammates including a short bio, social links, where they live, whether they are online right now etc. This adds human touch to your business communication and shows to your prospects that someone on your team is available to help them out.

Here’s how you can create your profile page: 

  1. Go to your project settings 
  2. Switch to My Settings tab 
  3. Upload a Cover Picture 
  4. Enter your name, short bio, social profile links and other details 
  5. Create your own unique profile URL 
  6. Open your profile to public visibility

That’s it. Your profile URL will be accessible from https://convertfox.me/{your_handle}


Step 2: Finalize your meeting types

You can allow your prospects to book meetings with you from any of the five predefined durations which are 15 minutes, 30 minutes, 45 minutes, 60 minutes and 90 minutes.

All these five meeting types are by default enabled on your profile and you may choose to disable a few of them and they will disappear from your profile page too.


Note: You can add a small description of the meeting along with the location where it’s going to happen and these details will be automatically added to the calendar invite.

Note: Each meeting URL is fully customizable and it is usually recommended to make it something simple and easy to remember so you can send it at the right moment.


Step 3: Setup your timezone and availability

Gist allows you to choose when you would like to be available to accept new appointments.

From your My Settings > Meetings page, you can click the edit button and scroll down to the Availability section. By default, the availability is set from 9 am to 5 pm Monday through Friday, but this can be completely configured to fix your schedule - for one day or for several at a time.

You can either choose to set up the recurring weekly schedule by selecting the weekdays from the drop down and adding the respective availability for that day or you can also setup availability for a particular date by picking the date from the date picker.

You can also select the timezone of the place you live and your calendar events will be created based on it.


Step 4: Connect your Google calendar

Integrating your Google calendar with Gist meetings will allow your meetings and your calendars to stay in sync. This way, your Gist meetings and your calendar can talk to each other so that if you have created an event in your Google calendar manually or via other tools, your Gist meetings will show you are busy for that time.

Here’s how to integrate with Google calendar: 

  1. Go to My Settings page within your project settings 
  2. Click the Connect Calendar button 
  3. You will be redirected to Google where you’d need to login to the Google account you want to integrate with 
  4. When prompted, click Allow to give the Gist meetings access to your calendar 
  5. Select the calendars that will be checked to avoid double bookings


Now, go ahead and share your profile link and book more meetings and close more deals with less work.

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