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Answers & Best Practices

Sending a Meeting Link in an Email

Scheduling meetings can be a productivity killer. The back and forth of emails determining availability usually delays meetings by days – using this integration with your email, you can let your client see when you are available and schedule calls quickly.

  1. Go to the Accounts page.
  2. Click a client’s email address and a Compose Email box will appear.
  3. In the bottom, left of the box, click Meeting Links to send a calendar invite.
  4. Click Add Scheduling Page.
  5. Fill out requested information and click Next.
  6. Choose when the event will take place and click Create.
  7. Click Copy Link in the bottom, left-hand corner of your event.
  8. Paste link into your email.


Note: This will only work if you have your calendar connected to your email.

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