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 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 All Contacts. Click the “Actions” button and select “Schedule Meeting” from the drop-down menu.

Step 2: Set Meeting Details

• Set the meeting date and time according to your requirements.

• Select Participants for the meeting.

• Enter a clear Meeting Title for the meeting to provide context for the participants.

Step 3: Configure Reminder Options

• Select the reminder time (in minutes) before the meeting begins.

• Set preferences for which attendees should receive reminders, how they 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. 

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.