9 docs tagged with "meetings"

View your team's schedule, filter by team member or service, and book, reschedule, or cancel meetings directly from the My Meetings calendar.

Access and customize meeting settings, including bot settings, note-taker name, and compliance announcements.

Learn how to organize your event types into Groups and Service Menus to give customers a single link where they can choose the right meeting or service, including multi-service booking.

Review recorded meetings with AI-generated summaries, insights, participants, and transcripts in the CRM.

Create booking links, manage availability, and track meetings from within the CRM.

Capture in-person meeting audio from the My Meetings page and upload it to the CRM for analysis.

Learn how to send a meeting request email directly from a contact's profile in the CRM so they can pick a time that works for them.

Learn how to connect your Google Calendar or Microsoft 365 / Outlook calendar to enable meeting scheduling and automatic notetaker functionality.

Learn how to set up and manage team booking links for My Meetings in the Business App.