The Meetings Module in HelloCRM lets you create and share scheduling pages so customers can easily book time with you. By connecting your calendar and video conferencing tools, you can streamline meeting scheduling, send automated reminders, and log all meetings directly in CRM.

Key Features #

Calendar & Video Integration #

• Connect your calendar (Google, Outlook, etc.) to sync availability.
• Integrate with Zoom or Google Meet for online meetings.

Multiple Meeting Types #

• Create different formats such as One-to-One, Group Meetings, or Round Robin meetings.
• Assign organizers and set custom availability for each type.

Customizable Booking Page #

• Add meeting details: title, duration, location, and slug for the booking URL.
• Define availability windows to control when customers can book.
• Embed a booking form to collect participant details during scheduling.

Automated Notifications #

• Send confirmation emails to participants.
• Enable reminder notifications via SMS or WhatsApp.

Share & Embed Options #

• Share meeting links directly with customers.
• Copy and embed booking widgets on your website for seamless scheduling.

Automatic CRM Logging #

• All booked meetings are automatically logged in HelloCRM.
• Meetings are linked to the associated contact record for a full activity history.

How to Use #

Step 1: Connect Calendar & Conferencing Tool #

• Navigate to Meetings → Settings.
• Connect your calendar (Google or Outlook).
• Connect your Zoom or Google Meet account.

Step 2: Create a Meeting Type #

• Go to Meetings → Add Meeting.
• Select meeting type (One-to-One, Group, or Round Robin).
• Add organizer, location, duration, and availability.

Step 3: Customize Booking Page #

• Set a meeting title and custom slug for the URL.
• Add a booking form to collect required information (e.g., name, email, notes).
• Set expiration rules or availability windows if needed.

Step 4: Share or Embed #

• Copy the generated meeting link and share with customers.
• Or embed the booking widget into your website using the provided code.

Step 5: Manage Meetings #

• Once booked, meetings automatically appear in the Meetings dashboard.
• Each meeting is logged against the associated contact record for tracking.

Video Walkthrough #

For a complete guided demo, watch the Meetings Module Documentation video here:
👉 Watch Video

Best Practices #

• Always connect your primary calendar to avoid double-booking.
• Use different meeting types for sales demos, support calls, or consultations.
• Embed the booking link on your website or email signature to increase accessibility.
• Enable reminders (email, SMS, WhatsApp) to reduce no-shows.
• Review scheduled meetings in CRM to maintain a full history of customer interactions.

Next Steps #

• Explore the Tasks Module to set follow-up actions after meetings.
• Use the Campaigns Module to invite contacts to book meetings.
• Check the Reports Dashboard to measure meeting volume and outcomes.