Meetings

The Meetings module has two halves that both end in a meeting: records you create yourself, and booking links other people use to pick a time. Here is what each one is for, where to find it, and which to reach for.

Build a booking link from Meetings → Calendar in four steps: Details, Availability, Platform, Review. Now with a customisable public link, more than one booking per time slot, and a required Calendar sync that stops invitees booking over meetings you already have.

Two fields on step 1 decide whose calendar a booking lands on and who else is in the room. Both are easy to skip and awkward to discover later — here is what each one does.

The booking form is the only thing standing between an invitee and a booked meeting — and it is where your next contact record comes from. Here is how to choose one, check it, and decide what to ask.

Connect your Google account so every booking gets its own Google Meet link and a real Google Calendar event — plus what Google asks permission for, how the meeting status updates itself, and where the recording turns up.

Connect your Zoom account to AI Engage so every booking and every meeting gets its own Zoom link — and, when you want it gone, remove the app from Zoom and know exactly what changes.

Step 2 of the Calendar wizard decides when people can actually book you: how far ahead the link runs, how much notice you need, and which hours of which days are open. Here is every control on it, and what each one does to your week.

A booking link is only useful once people have it. Here is where the link lives, what its address looks like, the three ways the CRM offers to hand it out, and the places worth putting it.

What a booking link's address is made of, which part of it you can change, why it cannot carry your own domain — and how embedding puts the booking page on your site anyway.

Your booking link opens onto a page you never really look at — the one your invitee does. Here is what they see, how their timezone is handled for them, what they have to fill in, and what an empty page means.