Creating a Meeting

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
• But staff can still manually override that

To schedule a new meeting, use the following steps:

• Then click on the date & time you'd like to create the meeting
  • (the same way as you would if scheduling an appointment)

• At the top, click Meeting/Busy and enter the relevant information in the fields below:

  

  
  

Set the options:

• Title
• Time length (default is 1 hour)
• Or all day