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Calendars overview

Create custom Calendars with Mixmax, including custom fields and availability to schedule and organize meetings efficiently.

Updated over a month ago

Calendars are available on all Mixmax plans, including the Free plan, but some options, like Automated Reminders, are available only on the Small Business plan and above. Check out our pricing page for more information.

You can use custom Calendars to schedule everything from coffee meetings to product demos quickly. Each unique Calendar allows you to specify the duration, availability, title, and location.

Creating a custom Calendar

To create a custom Calendar, go to your Calendar page and click the New calendar button. It will open a blank Calendar. Edit the placeholder in the top bar to give it a unique name.

Default event details

These event details will be displayed in the meeting confirmation window, in the Mixmax invitation emails sent to you and your recipient, and inserted into your Calendar event.

They include the title, location, calendar to schedule on, and meeting description.


Custom fields

Create custom fields to ask guests for specific information. Custom fields are a great way to ask for phone numbers, preferred locations, website links, etc. The field responses will be added to the calendar event description.

Guests will be prompted to fill out these fields when they follow your calendar link (see below). Fields are not shown when inserting availability directly into an email.

Adding fields

Click the Add a field button, add the field label (the prompt your guests will see), and choose if the field is required. Click the ( + ) circle to add more fields or the ( - ) circle to delete fields.

When recipients visit your Calendar booking page (not when booking through an email), they'll see a calendar of your available times. Once they click one of those time slots, they'll be prompted to fill out their name, email address, and custom fields! Like "Phone number" and "Role interested in" in the image below:

Filling in the field

Advanced: Fill in Calendar variables from the URL

If you'd like to pre-fill custom fields, you can append ?<custom variable name>=<value> to the calendar URL. The following examples will all fill in the custom field named "phone number":

https://cal.mixmax.com/mixmaxuser?phone_number=3444

https://cal.mixmax.com/mixmaxuser?phonenumber=3444

https://cal.mixmax.com/mixmaxuser?phoneNumber=3444

Sample custom field

You can also use a variable as your value. For example, you can use: https://cal.mixmax.com/mixmaxuser/meetingtype_397?favorite_color={{color}}

then use the data you already have in your Mixmax contacts or CSV file to fill in the variable.

It can be used in your Sequences, where you use a Calendar that requires a certain field, such as "Mailing Address," which you may already have for some of your contacts. If the information is already associated with a contact, it will be pre-filled for them automatically by using ?mailing_address={{mailing address}} in the calendar URL.

You can add multiple fields by using the & symbol.

Example: You have a "Favorite color" and "Pet" fields. Adding ?favorite_color=blue&pet=cat to the end of the URL will pre-fill in the "Favorite color" and "Pet" fields with "Blue" and "Cat":

Fields filled in

Calendar link and page title

Share this link so guests can book directly on your calendar. Edit the link to make it easily memorable if you want. Click View to visit your Calendar and Copy URL to share the link.

This calendar is where guests will be prompted to fill out the custom fields (see above) after selecting a time to meet.

The Page title shown in the recipient's browser can be customized by filling out this field. If you leave the page title blank, the page will say, "Schedule a Meeting with <<calendar name>>."

You can also copy the Calendar link and the HTML code to embed the meeting calendar on your website when you hover over Share your link in the top right corner of the page.

Available Times

You can set your availability by selecting checkboxes next to the day you'd like to be available. Click the ( + ) circle to add multiple time windows.

Available times

For more details on setting up your availability, see Calendar Availability settings.

Allow guests to modify the invites

You can allow guests to modify the meeting invites and invite others to join the event. To enable this setting, check the box next to Guests can modify meeting invites under Options.

Prevent double booking

Prevent double booking on other calendars you own or shared with you. This feature is powerful if you're scheduling an event for multiple people on your team and only want to offer times when everybody is available.

You must have "Make changes to events" permission on the shared calendar before you can add it to the Prevent Double Booking section.

To learn more, see sharing calendars.

Default guests

If you are coordinating this calendar with several different people, you can add them as default guests in the 'Default guest' section by typing in their email addresses.

You must have "Make changes to events" permission on the shared calendar before you can add it to the default guests.

Follow these steps to add default guests to a Calendar:

  1. On the Calendars page, select the Calendar from the left menu you'd like to adjust.

  2. Scroll down to the bottom, where you'll see the Default Guests section.

  3. Type in the email address(es) for the additional default guest(s).

The default guest(s) will be added to the event whenever a meeting is confirmed on this Calendar. Additional default guests will automatically be added to Double booking prevention if you have read/write permissions for their calendar. To learn more, see double booking prevention.

Set Reminders

Schedule an automated message to remind guests about an upcoming meeting. Specify how many days before the meeting to send the reminder, compose the message, and switch the scheduled message toggle ON in the top right corner.

Scheduled messages will be sent from the email address tied to your Mixmax account—you cannot send them through an email alias. To learn more, see automated reminders.

Scheduled message

Insert Calendar availability in an email

Gmail users can insert their new Calendar and send out availability to their recipients by opening up a compose window and typing /meeting. You'll immediately see a list of your available custom Calendars. Choose the one you'd like, and Mixmax will suggest meeting times that fall within your set parameters.

You can also choose Insert Calendar Link in the Meetings dropdown to add a link to your Calendar directly in your email.

Inserting custom meeting template

Currently, Mixmax Email Enhancements in the Inbox are not supported for Outlook-based users. You can insert the Calendar in your email in the following way:

Hover over Share your link in the top right corner of the page, then click Copy link. You can paste the copied link into your email to share your Calendar.

Sending a calendar link

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