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Planning a meeting

Desktop
Mobile

Follow these steps to schedule a meeting directly from the desktop app.

Create a new meeting

  1. Access the Meetings tab.
  2. Click on the New Meeting button.
  3. The New Meeting view appears.
  4. Set the meeting topic :
    • Click on the meeting topic to edit it.
  5. Set the meeting date and time :
    • Click on the date field to choose the day of the meeting.
    • Click on the first time field to set the start time of the meeting.
    • Click on the second time field to set the end time of the meeting.
    • You can select a different time zone by clicking on it, and the list of time zones will appear.
  6. Add a description :
    • Click on Add a description to enter a description.
  7. Add participants :
    • Click on Add participants.
    • Search and click on the contacts you wish to invite to the meeting.
    • The selected contacts will appear above the search box.
    • Once all participants are selected, click on the Add button.
  8. Send an invitation to participants
    • If the invitation toggle is enabled: participants will receive an invitation in a conversation with the meeting details, and the meeting will appear in their meeting list.
    • If it is disabled: the meeting will only appear in their meeting list, but they will not be notified.
  9. Click the Create button to finalize the creation of the meeting.

Learn more

Want to invite people? Learn how to join a meeting.

Follow these steps to schedule a meeting directly from the mobile app.

Create a new meeting

  1. Go to the Meetings tab.
  2. Click on the New Meeting button.
  3. The New Meeting view appears.
  4. Set the meeting topic :
    • Click on the meeting topic to edit it.
  5. Set the date and time :
    • Click on the date field to choose the meeting day.
    • Click on the first time field to set the start time.
    • Click on the second time field to set the end time.
    • To change the time zone, click on it to display the list of available time zones.
  6. Add a description :
    • Click on Add a description to enter meeting details.
  7. Add participants :
    • Click on Add participants.
    • Search for and select the contacts you want to invite.
    • Selected contacts will appear above the search bar.
    • Once all participants are selected, click on the Add button.

  8. Send an invitation to participants
    • If the invitation toggle is enabled: Participants will receive an invitation in a conversation with the meeting details, and the meeting will appear in their meeting list.
    • If it is disabled: The meeting will only appear in their meeting list, but they will not be notified.
  9. Click on the Create button to confirm the meeting creation.

Learn more

Want to invite people? Learn how to join a meeting.