Calendar: Meetings

Creating a meeting is a handy way to keep track of your time within the system.

It can be used for anything from documenting your lunch breaks, to other purposes like keeping an appointment slot open for a particular client, or simply letting your admin team know you will be out of the office and not to schedule a client at that time.


When a meeting is scheduled:

  • Clients will no longer be able to self-schedule (if enabled) on that time slot
  • Staff with access to your calendar can override this by canceling the meeting & scheduling

To schedule a new meeting, use the following steps:

  • First go to Calendar (left menu)
  • Then click on the date & time you'd like to create the meeting (just like an appointment)
  • At the top, click Meeting/Busy and enter the title and length of your appointment


Set the options:

  • Title
  • Time length (default is 1 hour)
  • Or all day
  • When finished click to schedule your meeting

Want to configure more advanced settings for the meeting?

Just click More Details / Options to the left of the button. This includes settings like repeat meeting namely, as well as the title/description, repeats, and start/end time.