How to Schedule a Meeting in BIGContacts

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.

Why Scheduling Meetings in BIGContacts Helps

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 Should You Schedule a Meeting?

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.

How to Schedule a Meeting

From the Contact record

Navigate to the specific contact record with whom you want to schedule a meeting.
Click the "More" option at the top of the contact details page.
From the drop-down list, select "Schedule Meeting".

A pop-up window will open, allowing you to enter meeting details. Once all the information is filled out, click the "Schedule" to confirm and add the meeting to your calendar.

From the Calendar

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.

Click on "New Meeting" and now you can enter the meeting details.
After filling in the information, click "Schedule" to save the meeting to your calendar.

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.