Introduction
Your meeting settings control how client appointments land on your calendar — how long they are, how often slots are offered, how much padding sits around them, and how little notice a client can book with.
These are set per type of meeting. A renewal appointment and a quick service call don't have to be the same length, and they no longer are.
The Meeting Settings Table
You'll find it under Meetings → My Settings. Five meeting types run down the side, six settings run across the top, and every cell can be set on its own.
The five meeting types
Renewal — annual renewal appointments.
AEP enrollment — enrollments during the Annual Enrollment Period.
IEP enrollment — enrollments during a client's Initial Enrollment Period.
Cross-sell — follow-ups about a supplemental product.
Service — general servicing conversations.
Referral, escalation and other miscellaneous meetings book with your Service settings.
The six settings
Duration — how long the meeting is. Choose 15, 30, 45, 60, 90 or 120 minutes.
Interval — how often available timeslots are offered. Choose 5, 10, 15, 30 or 60 minutes.
Round To — rounds each slot's start time, so appointments begin on a tidy mark. Choose 5, 10, 15, 30 or 60 minutes.
Buffer Before — protected time blocked ahead of the meeting. Choose 0, 5, 10, 15 or 30 minutes.
Buffer After — protected time blocked after it, for notes or a breather. Same choices.
Minimum notice — the least notice a client can book with. Typed in whole hours rather than picked from a list: enter 0 for no minimum, or up to 168 hours (one week).
Each column header has an information icon with the same explanation, and What each setting does under the table expands the full list.
Gyde's Defaults
Every meeting type starts on Gyde's default for that type. You only need to touch the cells you want to differ.
Renewal, AEP enrollment and IEP enrollment — 60 minutes long, slots every 30 minutes, rounded to 15, no buffers, 12 hours' minimum notice.
Cross-sell and Service — the same, except 30 minutes long, since those conversations are usually shorter.
A cell you've changed is tinted and labelled Changed from Gyde default in the key beneath the table, so you can tell at a glance what you've customized and what is still following Gyde's lead.
Changing Your Settings
Step 1: Open your meeting settings
Select Meetings in the left navigation, then the My Settings tab. Scroll to Meeting settings.
Step 2: Select Edit
Use the Edit icon in the section header. Every cell in the table turns into a control at once — dropdowns for the five time settings, and a number box for Minimum notice.
Step 3: Change the cells you want
Change as many cells across as many meeting types as you like in one go. Anything you've touched but not yet saved is marked Not saved yet.
Step 4: Save
Select Save Changes at the bottom of the section. Cancel discards everything you changed in that sitting and puts the table back as it was.
If you try to leave the page with unsaved cells, GydeOS asks before letting you go.
Other Settings on This Page
Connect calendar
Shows the calendar account connected to GydeOS. Gyde reads it for your availability and writes meetings to it. See Connecting Your Calendar With Gyde.
LOB time blocks
The date range during which clients can book with you, set separately for each line of business — Medicare Advantage (MA), Individual & Family Plan (IFP), Small Group (SG), Large Group (LG) and Ancillary — so an MA renewal and an IFP renewal can open at different points in the year.
This section shows the current season only. Where you haven't set your own dates, the row shows the standard enrollment period for that line of business, and that's what bookings use. Dates you set in an earlier season aren't shown and aren't used, so it's worth a look at the start of each new season.
Open hours
The days and times you're bookable at all. Everything above operates inside these hours.
Both LOB time blocks and Open hours have their own Edit and a Reset to default settings option. Resetting cannot be undone, so be sure before you confirm.
Your changes apply to meetings booked from then on. For the wider picture of how your calendar behaves, see Managing Your Calendar in GydeOS.