BIGContacts makes it easy to schedule meetings, whether you're setting up a follow-up with a client or planning an internal discussion. You can create meetings directly from a contact record or your calendar, ensuring they are linked to the right people and visible in your schedule.
Keeps Meetings Organized – Meetings are automatically linked to contacts, making tracking past and upcoming discussions easy.
Improves Team Coordination – Shared visibility helps team members stay informed about scheduled meetings and avoid conflicts.
Saves Time – Quick scheduling from the contact record or calendar eliminates the need for manual tracking.
When planning a follow-up discussion with a client or lead.
Coordinate internal meetings with your team.
When setting reminders for important calls or negotiations.
You can also schedule a meeting directly from the calendar. The calendar offers three different views: Day, Week & Month. Your selection of the view will affect how you schedule the meeting.
Day OR Week View - In both of these views, click on a specific time slot when you want to schedule the meeting. This will open a pop-up with the date and time already filled in. You are now ready to search for the contact with whom you want to schedule a meeting. Once you’ve selected the contact, enter the remaining details of your meeting (e.g., meeting location, attendees, etc.).
Month View - In this view, click on the specific date when you want to schedule a meeting. A small menu will appear, offering three different options, as shown in the screenshot below.
That’s everything you need to know about scheduling a meeting. If you encounter any issues or have any questions, don't hesitate to reach out to our support team.