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8 docs tagged with "meetings"

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Groups and Service Menus

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.

List View — All Meetings

Learn how to view, manage, and filter all scheduled meetings across your team from a single list view in My Meetings.

Meeting Details page

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

My Meetings

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

Setting up calendar integration

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

Team booking links

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