Scheduling Options
Quick Schedule
Instant Meetings
- 1-click scheduling from dashboard
- Smart time suggestions
- Auto-participant detection
- Default AI settings applied
Advanced Schedule
Detailed Configuration
- Custom meeting protocols
- Specific AI behavior settings
- Integration configurations
- Advanced participant management
Recurring Meetings
Series Management
- Daily, weekly, monthly patterns
- Custom recurrence rules
- Series-wide settings
- Individual meeting overrides
Creating a New Meeting
Basic Meeting Setup
1
Meeting Details
Essential Information
- Meeting title and description
- Date, time, and duration
- Time zone handling
- Meeting type selection
2
Participants
Attendee Management
- Add internal team members
- Invite external guests
- Set participant roles
- Configure permissions
3
AI Configuration
Assistant Setup
- Enable/disable AI features
- Set intervention level
- Configure note-taking style
- Select integration triggers
Meeting Types
- Team Meetings
- Client Meetings
- Direct Meetings
Internal Collaboration
- Standup meetings
- Planning sessions
- Retrospectives
- All-hands meetings
- Casual communication style
- High AI intervention
- Team integration enabled
- Internal sharing permissions
Calendar Integration
Supported Platforms
Google Calendar
Full Integration
- Bi-directional sync
- Automatic meeting creation
- Attendee management
- Conflict detection
Outlook
Enterprise Ready
- Office 365 integration
- Exchange server support
- Teams meeting links
- Corporate calendar sync
Apple Calendar
Mac/iOS Support
- iCloud synchronization
- Native app integration
- Cross-device sync
- iOS notifications
Custom Calendars
Flexible Options
- CalDAV support
- Custom integrations
- API connections
- Webhook notifications
Sync Features
Advanced Scheduling Features
Recurring Meetings
1
Pattern Setup
Recurrence Configuration
- Daily, weekly, monthly options
- Custom interval settings
- End date or occurrence limits
- Exception handling
2
Series Management
Bulk Operations
- Edit entire series
- Modify single occurrences
- Cancel specific meetings
- Reschedule patterns
3
Template Application
Consistency Features
- Meeting template inheritance
- AI settings propagation
- Participant list management
- Integration configuration
Meeting Templates
Pre-built Templates
Ready-to-Use
- Daily standup
- Weekly team meeting
- Client check-in
- Project review
- Performance review
Custom Templates
Personalized Setup
- Save meeting configurations
- Team-specific templates
- Role-based settings
- Integration presets
Meeting Links and Access
Meeting Platforms
- Google Meet
- Zoom
- Microsoft Teams
Integrated Experience
- Automatic link generation
- Calendar integration
- AI assistant auto-join
- Recording capabilities
- Connect Google account
- Enable Meet integration
- Configure default settings
- Test AI assistant access
Access Management
1
Participant Permissions
Access Control
- Host vs. participant roles
- Screen sharing permissions
- Recording access
- Chat capabilities
2
Security Settings
Meeting Protection
- Waiting room configuration
- Password protection
- Participant verification
- Recording consent
3
External Access
Guest Management
- Guest invitation process
- Access limitations
- Data privacy controls
- Compliance requirements
Scheduling Best Practices
Optimal Scheduling
Timing Optimization
Smart Timing
- Consider time zones
- Respect focus time
- Account for meeting fatigue
- Plan buffer time
- 25/50 minute meetings
- Avoid back-to-back scheduling
- Consider energy levels
- Plan for preparation time
Participant Management
Right-Sizing Meetings
- Invite only essential attendees
- Define clear roles
- Consider meeting purpose
- Plan for decision makers
- 2-8 participants for discussions
- Larger groups for information sharing
- Clear agenda requirements
- Pre-meeting preparation
Meeting Preparation
Troubleshooting
Common Issues
Calendar Sync Problems
Calendar Sync Problems
Sync Issues:
- Calendar not updating
- Duplicate meetings
- Missing participants
- Time zone conflicts
- Reconnect calendar integration
- Check sync permissions
- Verify time zone settings
- Review calendar sharing
Meeting Access Issues
Meeting Access Issues
Access Problems:
- Participants can’t join
- AI assistant not appearing
- Recording not working
- Integration failures
- Verify meeting platform settings
- Check participant permissions
- Test AI assistant configuration
- Review integration status
Scheduling Success: Effective meeting scheduling sets the foundation for productive meetings. Take time to configure settings properly for the best experience.
- Google Meet Integration - Deep dive into Google Meet setup
- Real-time Transcription - Configure transcription features
- Meeting Records - Manage meeting history and archives

