0️⃣ Can I Create Meetings Manually?

Aside from Sharing Your Booking Links and having your Customers book their Meetings from there, you can also create and edit your Meetings from your Lineup Calendar page or a Customer’s individual profile.

1️⃣ Creating a New Meeting on Your Calendar Page

Step 1: Adding it to your calendar

  1. Head to your Calendar page.
  2. Click on the Add Meeting button, located on the right side above your calendar.
  3. If you are located in the Month view, you can also click on the day you want your new Meeting to be on to set it up.
  4. On the Week view, you can also click on the time slot you want your Meeting to be on to add it.
  5. A pop-up will appear, giving you further options to set up your Meeting.

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Step 2: Configuring your new meeting

  1. At Date, select the date you want the Meeting to take place on.
  2. At Time, select the time frame for this Meeting.
  3. At Location, select where the Meeting will occur. This can be an online Meeting, a phone call, an in-person Meeting, or a custom location. The options provided in this pop-up will change slightly depending on your choice of location. We will go over these options a little further down.
  4. At Assigned Meeting Type, select which of your Meeting Types this should be fall under.
  5. At Assigned User, select which one of your Users will attend to your Customer.
  6. At Customer details, fill in the information of the Customer this Meeting will be with. Add their name, email address, and phone number.
  7. At Meeting notes, you can add any information that came up during the Meeting, so that you might be able to check it later.

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If you select Phone call as your location, you will have the option to select whether the assigned User will call the invitee or the invitee should call the assigned User.