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Book an appointment

A good appointment starts before the invitation. Follow the setup from a clear agenda to the client, meeting format and time. The walkthrough also shows where to review existing appointments after setup.

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In this video

A good appointment starts before the invitation. Follow the setup from a clear agenda to the client, meeting format and time. The walkthrough also shows where to review existing appointments after setup.

What you’ll learn

  • Add a meeting title, agenda and client.
  • Choose video or phone and set the meeting length.
  • Review the time zone, date and available times.

Put it to work

Agree on the format and time with the people attending. Double-check the time zone and meeting length before creating the appointment.

About this walkthrough. The example stops before submission; no appointment is booked in the demonstration.

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