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How to create a meeting?

How to create a meeting in a few easy steps

Updated over a week ago

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:

  • 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.

  • Enter the preferred date and time.

  • Select your guest from the list in the Guest field, or simply enter their email address.

  • 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: 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.

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