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Meeting scheduling in Jump

Create booking windows, share a direct link, and let clients self-schedule based on your real calendar availability.

Written by Jamee Western
Updated yesterday

Who has access to this feature?

  • All users on Ramping, Core, and Scale (legacy)

  • All users on Meet


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What is Meeting Scheduling?

Meeting scheduling lets you share a booking link so clients can schedule time with you based on your availability.
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It allows you to:

  • Create different booking links for different meeting types

  • Set your availability, duration, and booking rules

  • Prevent double booking by checking your connected calendar

  • Add video conferencing

  • Send automatic confirmations, reminders, and reschedule/cancel links
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Before you start

To use Meeting Scheduling, you will need:

  • A supported calendar connection:

    • Google Calendar, or

    • Microsoft Outlook 365

If you have multiple calendars connected, you’ll choose which one each booking window uses for event creation. Availability is checked across all connected calendars to prevent conflicts.
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Create a booking window

Booking windows are the building blocks of Meeting Scheduling. Each booking window represents a specific type of appointment and its availability rules.
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You can create a booking window from:

  • The Booking Windows section on the Home screen
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  • Profile & settings → User settings → Booking Windows → + Create a booking window
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  • New Meeting → Create a Booking Window

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When creating a booking window, you’ll configure:

  • Calendar

  • Meeting duration

  • Availability

    • Repeating weekly availability, or

    • A one-time window for specific dates

  • Start time increments (e.g., every 15, 30, or 60 minutes)

  • Minimum time before booking (must be 24 hours or less before the meeting)

  • Maximum days in advance a client can book

  • Video conferencing (optional)
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Note: If you select Zoom, you may be prompted to disconnect and reconnect your Zoom integration. This is required so Jump can request additional permissions needed to create Zoom links for booked appointments.


You can create a booking window with just a name, calendar, and availability — everything else is optional.
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Note: Calendar event titles follow a fixed format ("Meeting with [Client Name] & [Advisor Name]") and cannot be customized.


Share your booking link with clients

Each booking window generates a shareable link that you can copy and send to clients.
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When a client opens your booking link:

  1. They see available times based on your configured availability and conflicts on your selected calendar.

  2. They select a time.

  3. They provide their name, email address, phone number, and SMS opt-in preference.

  4. They receive a confirmation email or text with links to reschedule or cancel the meeting. These links are also included in the calendar event description.

  5. The meeting is automatically added to your selected calendar as an accepted event (it is not sent as a pending invite). If a client cancels, the meeting is removed from your calendar and you are notified.
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Note: Clients cannot include a custom note or description when booking.


Branding and disclosures

Your booking page can include:

  • A logo in the top-left corner

    • If your Jump account has an account-level logo, it will appear on your booking page.

    • If you have set a personal logo, it overrides the account-level logo.
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  • A disclosure section

    • Any disclosure text configured in your account settings will automatically appear on your booking page.
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Schedule a meeting

You can share your availability or pick a meeting time yourself:

  • New Meeting → Create a Booking Window
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Manage your booking windows

You can manage all booking windows in Profile & settings → User settings → Booking Windows.
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From there, you can:

  • Edit a booking window

  • Delete a booking window

  • Copy its shareable link
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Booking links are also accessible from the Home screen for quicker access.
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View availability in Calendar view

When you create booking windows, your availability will be visible in Jump’s calendar view as available time blocks on applicable days.
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This helps you quickly see:

  • When you're available for booking

  • How your availability aligns with your scheduled meetings
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Reminders

Meeting Reminders let you automatically notify clients before meetings booked through your Jump scheduling links.

You can send reminders via email, text message (SMS), or both. Reminders are configured per booking window, so you can customize the timing and message for different meeting types.
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Before you start

  • Email reminders: No additional setup required. Available on all accounts with the Meeting Add-On.

  • SMS reminders: Must be enabled on your account by an administrator. Once enabled, you'll see SMS as a channel option when configuring reminders.
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Note: Users get 500 SMS reminders per month at no additional cost.


How to set up Reminders

  1. Open your Booking Window settings
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    Navigate to Profile & settings > User settings > Booking Windows. Find the booking window you want to add reminders to.
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  2. Create a Reminder
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    Click "+ Add Reminder" to open the reminder setup wizard. You'll configure:
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    ​Timing — Choose when the reminder should be sent relative to the meeting start time (e.g., 24 hours before, 1 hour before, 15 minutes before). You can add multiple timing intervals.
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    ​Channel — Select email, SMS, or both for each timing interval.
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    ​Message — Customize the reminder content using the built-in editor. You can insert dynamic variables like the client's name, meeting date/time, advisor name, and links to cancel or reschedule.
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  3. Save and activate
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    Once configured, click Save reminder. All future meetings booked through this scheduling link will automatically receive reminders at the times you specified.
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Note: Email reminders are sent through your connected email service (e.g., Salesforce, HubSpot) when available. If no email integration is connected, Jump sends the reminder directly from [email protected]. Either way, the content and formatting are the same.


Available template variables

Use these variables in your email and SMS templates to personalize each reminder automatically:

Variable

What It Inserts

{attendee_name}

The client's name

{advisor_name}

Your name (the advisor)

{attendee_email}

The client's email address

{booking_window_title}

The name of the scheduling link

{meeting_date}

The date of the meeting

{meeting_time}

The time of the meeting

{cancel_link}

A link for the client to cancel

{reschedule_link}

A link for the client to reschedule


SMS Reminders: What to know

Client opt-in

Clients must opt in to text reminders on the booking form. The opt-in checkbox is unchecked by default — clients choose to receive texts, and Jump records their consent automatically. If a client doesn't opt in, they'll only receive email reminders.
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How clients respond to texts

Clients can reply directly to any text reminder. Jump handles these replies automatically:

Client Replies

What Happens

Client Sees

CONFIRM, YES, or Y

Meeting is marked as confirmed. Remaining reminders are cancelled.

"Got it! You're confirmed for [meeting details]."

CANCEL, NO, or N

Meeting is cancelled. You'll be notified.

"Your meeting has been canceled. Contact [advisor] to reschedule."

STOP

Client is unsubscribed from all future SMS reminders.

"You've been unsubscribed."

HELP

Sends a help message with available commands.

"Reply CONFIRM or CANCEL. Text STOP to unsubscribe."

Anything else

Logged for review. No action taken.

"Sorry, I didn't understand. Reply CONFIRM, CANCEL, or STOP."


SMS best practices

  • Keep SMS templates short and clear — under 160 characters avoids message splitting.

  • Always include the advisor name and meeting time so the client has context at a glance.

  • The STOP keyword is legally required and handled automatically — you don't need to do anything extra.
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What happens when meetings change?

  • Meeting rescheduled: Pending reminders are cancelled and new ones are created for the updated time.

  • Meeting cancelled: All pending reminders are automatically cancelled. No further messages are sent.
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Frequently asked questions (FAQs)

Can I have a landing page with multiple booking types?

Each booking window has its own individual shareable link and supports a single meeting format (for example, Zoom, phone, or in-person). To offer multiple formats, create separate booking windows.
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Can clients cancel or reschedule?

Yes. Clients receive a confirmation email after booking that includes options to cancel or reschedule their meeting.
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Can I use this for in-person meetings?

Yes. When creating a booking window, video conferencing is optional. If you do not select video conferencing (e.g. Zoom), you can use the booking window for in-person meetings.
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Why do my available times look off?

Confirm that you are viewing times in the expected timezone. Availability is based on the availability rules in your booking window and conflicts on your selected calendar.
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Why is a time slot missing?

If a time slot does not appear, check your connected calendar for conflicts during that time. Confirm your booking window availability settings allow that time.
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Can I set up different reminders for different meeting types?

Yes. Reminders are configured per booking window, so you can have different timing, channels, and templates for each scheduling link.

What if a client didn't provide a phone number?

They'll only receive email reminders. SMS reminders require a phone number and explicit opt-in on the booking form.

Can clients opt out of text reminders?

Yes. Clients can reply STOP to any text message to unsubscribe from all future SMS reminders.

Is there a limit on how many reminders I can send?

Reminders are included with your subscription. If your account reaches unusually high volume, your account team will reach out to discuss options.

Do reminders work for meetings booked outside of Jump?

Not currently. Reminders are available for meetings booked through Jump scheduling links (booking windows) only.

What number do SMS reminders come from?

Reminders are sent from a dedicated toll-free number. The number is the same for all clients.

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