Go to Schedule, click Add, and choose New meeting. Pick In person or Video, add a title and a time, choose who is joining, and click Create meeting.
Steps
- Click Schedule in the sidebar.
- Click Add, then New meeting.
- Choose In person or Video.
- Type a Title, for example "Weekly sync with Acme".
- Click Select date & time under When and choose the time. Use Repeats for a regular meeting.
- Under Who's joining, check the people. You are added already. Click Add more to add others.
- Add an agenda or notes if you want.
- Click Create meeting.
Future meetings follow your working hours in your profile time zone. A time in the past is logged as a completed meeting.
Video meetings need a connected calendar
If you choose Video and have no calendar connected, the window says "Connect a calendar for video meetings". Click Open Integrations, and link Google, Outlook, Zoom or Calendly. See How to connect Google Calendar and Google Meet to FlowForce and How to connect Outlook Calendar and Microsoft Teams to FlowForce.
Send the meeting assistant
The Add menu also has Send assistant. The meeting assistant can join a video meeting for you. See How to set booking reminders and the meeting assistant in FlowForce.
If it did not work
Create meeting is greyed out. A meeting needs a title and a time.
There is no video link. Connect Google Meet or Microsoft Teams as well as your calendar.
The time looks wrong. Meetings use your profile time zone. Check it under Location and time in your profile.