How to Schedule a Meeting Using Calendar

You can schedule meetings with your contacts with a calendar invite. This help article will guide you through the process of scheduling a meeting for effective communication and time management.

Example

Imagine you need to quickly schedule a follow-up meeting with a client after an important call. Using the Calendar, you can set up the meeting time, select the attendees, and ensure that everyone gets a reminder about the upcoming session.

Benefits:

Save time by quickly setting up meetings through a streamlined scheduling process.
Easily manage meetings with an intuitive calendar interface that helps you stay organized.
Set reminders and preferences to ensure timely communication with all participants.

To Schedule a Meeting with a Calendar Invite

Step 1: In the side panel, navigate to Contacts. Click the “Actions” button and select “Schedule Meeting” from the drop-down menu.

navigate to contacts

Step 2: Set Meeting Details

Set the meeting date and time according to your requirements.
Select Attendees for the meeting.
Enter a clear subject line for the meeting to provide context for the participants.

set meeting details

Step 3: Configure Reminder Options

Select the reminder time (in minutes) before the meeting begins.
Set preferences for which attendees should receive reminders, how the reminders should be sent (e.g., email or notification), and when they should be delivered.
Review and confirm your preferences for the meeting invitation.
Click the "Schedule Meeting" button to confirm your meeting details.

configre reminder options

Your meeting is now successfully scheduled.

That's all about scheduling a meet using the Calendar. If you encounter any issues or have any questions, feel free to contact our support team.