Schedule a Meeting

 

Meetings make the world go round, and with Dialpad Meetings, scheduling meetings is a breeze. 

 

Let's take a look at scheduling a meeting in Dialpad Meetings.

Schedule a Meeting

Schedule a Meeting as an Organizer and invite all Participants to join you at a specific date and time.

Screen_Shot_2022-04-09_at_12.25.28_PM.png

From the Dialpad Meetings dashboard, select Schedule for Later.

You can also bookmark the Schedule menu for easy access in the future.

Enter the date, time, and length of the meeting. You can also choose to repeat the same meeting weekly, bi-weekly, or monthly on a recurring basis.

Invite other Participants by name, email address, or phone number. Choose to add the meeting to Google Calendar, iCal, Outlook, or Yahoo Calendar. Google Calendar and Outlook integrations take this further by offering easy editing for invitations.

If you're on a Dialpad Meetings Business license, you're also able to dial out to Participants automatically.

Once scheduled, the meeting will appear on your list of upcoming meetings.

 

Screen_Shot_2022-04-09_at_12.31.05_PM.png

If you've linked your Salesforce account as well, scheduled meetings also appear in Salesforce as a Task.

End-of-Meeting (5-Minute) Reminder

Dialpad Meetings displays a 5-minute reminder for meetings scheduled directly or any meetings scheduled using the Add-On for Google Calendar (see special instructions).

uc-5-minute-meeting-reminder.gif

 

This allows the Organizer and all other Participants to understand the meeting reached its scheduled end; however, the meeting will not officially end until the Organizer ends it or the Participants leave. Each person must dismiss the 5-minute reminder on their own, so the Organizer dismissing it will not do so for any Participants.

Keep in mind that this capability still works even if you've set a Meeting Countdown Timer during the conference. Both the 5-minute reminder and the meeting timer will appear simultaneously in the top-left corner.

Was this article helpful?

/