Meeting Hub Setup Checklist

Your organisation will require Admin Users - those that can make changes to Organisation settings etc and Customer Service Representatives - those that can manage bookings but not make Organisation setting changes. These  need to be created to ensure your internal users have the access they need. Click the tutorial link below to guide you through this process.

The Organization Settings page contains the primary configuration settings for your Organization. Meeting Hub has configured basic information for you. Please review and update accordingly. Click the tutorial link below to guide you through this process. 

Create the locations or centres where your bookable spaces are located. Configure the address, opening hours and other location-level settings before adding individual spaces.

Create the bookable spaces within each location, such as meeting rooms, halls or studios. Configure each space’s capacity, availability, pricing and booking settings.

The team at Meeting Hub provide you with a template for both Terms and Conditions and Privacy Policy that cover payments via credit card.  Please review & amend as required. 

Cancellation terms determine what refund if any a customer should receive if they cancel a booking. Click the Tutorial link below to guide you through this process. 

Make it easy for customers to book online by adding a Book Now button or direct booking link to your website. Choose whether customers book a specific space or search across multiple locations and spaces.

Meeting Hub uses the Stripe payment gateway for credit card payments. No credit card details are stored in the Meeting Hub software.   Click the link below to be guided through how to register for Stripe and the set up process. 

Once Stripe is set up you'll need to know how to navigate to payments within Stripe - click the tutorial link below to guide you through this process. 

If you are a Pro or Enterprise Account it is possible to edit the standard email templates provided by Meeting Hub. Click the link below to be guided through how to edit email templates.

Meeting Hub Pro and Enterprise customers can integrate an existing Google Calendar with Meeting Hub. This enables all bookings made within Meeting Hub to be shown in the associated Google Calendar and likewise where a booking is made from Google Calendar the availability is blocked out within Meeting Hub. Click the link below to guide you through how to use Google Calendar once configured.

To create a seamless booking experience for your customers, consider setting them up as Users before you Go Live. When a customer registers themselves, by default, their client type will be set to "External".  You can change this after they have registered to ensure your reporting is accurate. Click the knowledge base article link below to learn more.

Before going live, experience Meeting Hub as your customers will. Search for a space, select a date and time, complete a test booking and confirm that your pricing, booking rules, confirmation emails and payment settings are working as expected.

Creating a shortcut will save some navigation steps when logging in to Meeting Hub. Click the tutorial link below to guide you through this process.