First steps for organisation admins

In this article, as a company administrator, you'll learn how to set up meetergo for your team.

Step 1: Read our User Guide

If you want to manage your team and use meetergo for your own meetings, read the User Guide.

Step 2: Connect Integrations

Login to your meetergo Account and go to the Apps page. There, you'll find our integrations with various video platforms, calendars, CRMs, email providers, and more.

Meetings/Video Conferences

meetergo supports most popular video platforms.

• Microsoft Teams
• Microsoft Exchange on-prem / Microsoft Teams (hybrid)
• Zoom
• WebEx
• Google Meet

And more!

Customer Relationship Management (CRM)

meetergo syncs meetings with your CRM and updates corresponding data fields.

• HubSpot
• Pipedrive
• Salesforce
• MS Dynamics

Step 3: Invite Users

Now, let's go to the Team Settings.

Here, you can add a new member under "Users" using the blue button on the right.

The team member will receive an email with a link to join the account. After sending the invitation, you can also copy and send the link directly from the overview.

Let's invite all our users now.

Step 4: Create Teams

Next, we create teams (or groups) within meetergo to organize users.

This is also done in Team Settings.

Let's create a new team, e.g., for our Customer Success Team or regional Sales. Click on "Create Team" and enter the team name.

You will then see your new team in the overview. Click on it to assign users to the team using the dropdown.

You can designate certain users as Team Admins. Team Admins can adjust settings for the next steps only for the assigned team. Other team members can view these settings but cannot change them.

Step 5: Create Team Meeting Type

After creating a team and assigning users, let's create a meeting type for the team.

Go to the Meeting Type page and click on "New".

Now, create a Round-Robin (or Co-Hosts) meeting type and select our team as the workspace.

Configure your meeting type as usual by adjusting duration, channel, reminders, follow-ups, etc.

Unlike single meeting types, in meeting type settings, you will now see the Round-Robin tab.

Here, you can customize how appointments are distributed to the team. By default, appointments are evenly distributed among team members.

Using the example above: if we receive 10 bookings, 5 will be assigned to Richard and 5 to Pablo.

You can also create groups by clicking on "Create Group" and assigning people to the group.

With this configuration, if we receive 10 bookings, all will be assigned to Richard and Pablo together. Therefore, time slots will only be offered when Richard and Pablo are available in the calendar.

Step 6: Share or Embed Group Booking Link

We have now set everything up to receive simple Round-Robin bookings.

• Share your booking link directly with others by sending the link
• Embed the booking widget on your website and share a link from your own domain

meetergo's team features can do even more! Check out our Help Center for more information.

Updated on: 20/06/2024