- Open Company settings › Scheduling.
- Under Scheduling links, click New meeting type.
- Give it a name and a length, and choose who takes the meeting: one person, or whoever is free among a few.
- Choose where: Google Meet, Microsoft Teams, a call, in person or your own link.
- Set the hours, breaks, how much notice you need and how far ahead people can book.
- Copy the link and share it.
When someone books
- The meeting goes on the calendar of whoever takes it.
- The person gets a confirmation with a calendar invite, plus links to reschedule or cancel, and a reminder the day before.
- Someone new becomes a lead in the Pipeline.
For Meet or Teams links to be created, the person taking the meeting connects their Google or Outlook calendar. See Calendar, Google and Outlook.