The process to create a meeting is very straightforward. You can create meetings from the Home page or Meetings page. The steps are the same.
Step 1
Click on the Book a meeting button.
This popup will open:
Select your contact from the list in the Guest field, or simply enter your guest's email address.
To create a meeting you would like to join immediately, select "Meet now" option, otherwise select the "Meet later" and enter the date, start and end time.
Choose a team you would like to allocate your meeting to. If you are a member of only one team, that team will automatically be added to this field.
Add an observer by selecting them from the dropdown field, or invite a new observer by entering their email. Note that they must have a Mentor license or be an owner/member of a team on Business or Enterprise plan.
To confirm your choice, simply click on the Create Meeting button. You can copy the meeting link from the popup to add to your calendar or share with your guest.
*Note that your guest will receive an email invitation every time you invite them to a new meeting. They will also receive an email if you make any changes to a previously created meeting.