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Creating a Meeting Invite From Your Calendar

Learn how to schedule a meeting directly from your Releventful calendar

Releventful Support avatar
Written by Releventful Support
Updated over a week ago

To schedule a meeting or appointment directly with a client, vendor, or any contact you'd like:

  1. Navigate to your Calendar by clicking the calendar icon in the left side navigation

  2. Choose Add in the top left

  3. Select Meeting from the dropdown

  4. Add a Meeting Title that will appear in the subject line of the meeting request

  5. Add a Description to give your invitee more details

  6. Add a Location. Paste in a physical address or copy and paste in virtual meeting details (Zoom, Google Meet, Skype, etc.).

  7. Choose the Start and End date & times

  8. Add Attendees. Start typing to find your attendees or type in an email address to add multiple attendees.

  9. Click Save and an email invite will automatically be sent to your attendees. It will come from Your Name, Your Business Name (see display example below)

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