To schedule a meeting or appointment directly with a client, vendor, or any contact you'd like:
Navigate to your Calendar by clicking the dashboard icon in the left side navigation. At the top of the page, select the Calendar icon
Choose Add in the top left
Select Meeting from the dropdown
Add a Meeting Title that will appear in the subject line of the meeting request
Add a Description to give your invitee more details
Add a Location. Paste in a physical address or copy and paste in virtual meeting details (Zoom, Google Meet, Skype, etc.).
Choose the Start and End date & times
Add Attendees. Start typing to find your attendees or type in an email address to add multiple attendees.
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)
