Efficient Event Management: Scheduling Online and Offline Meetings

To schedule meetings, whether online or offline, utilize the Event platform: 

Accessing Events:

• Navigate to the Side Menu > Lead Manager > Choose Lead > Click Event. 

• If Google Meet is not configured, click here to configure it. 

Once Google Meet is configured, click "Choose Action" and select whether to send the architect availability link or schedule the online meeting. 

where I can access Scheduling Online Meetings: 

• Choose Action > Select "Create Meeting"> Select "Online". 

• Provide details: Title, Meeting Link (copyable), Schedule, Time Zone, Location, Notification Settings, Participants, and Agenda. 

• Click "Create Meeting." 

Managing Online Meetings:

• Upcoming meetings are displayed by default
  

 and  Past meetings can be viewed by clicking here. 

In the table, you can view the Date, Title, and User, and take actions: 

Action can be performed: 

• Start: Begin the meeting. 

• Edit: Make changes and click "Save Meeting" to update the invitation. 

• View Invitation: Preview the meeting details. 

• Delete: Remove the scheduled meeting. 

• The lead will receive an email notification, If they selected "Yes". 

Where I can access Scheduling Offline Meetings: 

• Click "Choose Action" > "Schedule Offline Meeting" > Select "Offline".

• Provide details: Title, Schedule, Location, Participants, and Agenda. 

• Click "Create Meeting" to finalize. 

Managing Scheduled Offline Meetings:

• Upcoming meetings are displayed by default, and  

• past meetings can be viewed by clicking here. 

• In the table, you can view Date, Title, User.

Action can be performed: 

• Edit: Modify the invitation. 

• Delete: Remove the meeting.

Send availability: Compose a mail to get the availability.