First steps for organisation admins

As a company administrator, you need to set up meetergo for your entire team, not just yourself. This involves connecting your company's tools, inviting team members, organizing them into groups, and creating shared Meeting Types that work for everyone. This comprehensive guide walks you through all six essential steps to get your organization fully operational on meetergo, from initial setup to sharing your first team booking links.

Step 1: Read our User Guide

1. Access the User Guide from your meetergo dashboard
2. Review how basic meetergo features work for individual users
3. Understand Meeting Types, availability settings, and booking flows
4. Practice creating your own meetings before managing others

Understanding how meetergo works for individual users helps you guide your team effectively. You'll be managing their accounts and answering their questions, so knowing the basics makes everything smoother.

Step 2: Connect Integrations

1. Log into your meetergo account and go to the Integrations & Apps page
2. Browse through available integrations for video platforms, calendars, CRMs, and email providers
3. Click "Connect now" on integrations your company uses
4. Follow the setup instructions for each integration
5. Look for integrations labeled "Admin" - only you can manage these company-wide tools

Admin-labeled integrations affect your entire organization and remain invisible to regular users. This gives you centralized control over company-wide tools while keeping individual user accounts simple.

Meetings/Video Conferences

meetergo connects with all major video platforms your team already uses:

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

And more!

Customer Relationship Management (CRM)

Your meetings automatically sync with your CRM system and update relevant data fields:

• HubSpot
• Pipedrive
• Salesforce
• MS Dynamics

CRM integrations ensure meeting data flows directly into your sales and customer management processes without manual data entry.

Step 3: Invite Your Team Members

1. Navigate to Users setting in your admin dashboard
2. Click "New member"
3. Enter the team member's email address
4. Click "Invite user"

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.

Each team member receives an email with a link to join your meetergo organization. They'll create their accounts under your company umbrella, giving you visibility and control over team scheduling.

Let's invite all our users now.

Step 4: Create Teams Within Your Organization

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

This is also done in Team Settings.

1. Stay in Teams Settings and look for the Teams section and click "Create Team"

2. Enter a descriptive team name (like "Customer Success Team" or "Regional Sales")
3. Click "New" to create the team

4. Click on your new team name in the overview

5. Use the dropdown menu to assign users to this team

6. Designate Team Admins who can manage settings for their specific team

Teams help you organize users logically and give you granular control over who manages what. Team Admins can adjust settings for their assigned team while other members can view but not change team configurations.

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.

1. Go to the Meeting Types page and click "New"

2. Select Team and Round-Robin or Co-Hosts as your Meeting Type

3. Choose your team as the workspace

4. Configure duration, meeting channel, reminders, and follow-ups as usual
5. Click on the Hosts & Invitees tab in Meeting Type settings

6. Choose how appointments distribute among team members (evenly by default)
7. Optionally create groups within the team for specialized handling

Round-Robin Meeting Types automatically distribute bookings among available team members. If you have 10 bookings for a 5-person team, each person gets 2 meetings. Co-Host Meeting Types require multiple team members to be available at the same time.

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

Advanced Team Distribution

You can create groups within teams for more sophisticated booking distribution. Groups ensure specific combinations of people are available together, perfect for meetings that require particular expertise or role combinations.

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

Your team booking system is now fully operational. People can book appointments and meetergo automatically assigns them to available team members based on your distribution settings.

Your basic team setup is complete, but meetergo offers many more advanced features for organizations. Explore team analytics, advanced routing rules, custom workflows, and integration-specific features to optimize your team's scheduling efficiency. Check out our Help Center for more information.

FAQ

Do team members need separate meetergo accounts?

No, team members join your organization account. They get individual profiles and settings within your company's meetergo workspace.

Can I have multiple teams in one organization?

Yes, create as many teams as needed to match your company structure. Different departments, regions, or specialties can each have their own team with unique settings.

What's the difference between Round-Robin and Co-Hosts Meeting Types?

Round-Robin distributes meetings among team members individually. Co-Hosts requires multiple team members to be available at the same time for collaborative meetings.

Can Team Admins see all company integrations?

No, Team Admins only manage settings for their specific team. Admin-labeled integrations remain visible only to organization administrators.

What happens if someone leaves the team?

You can remove team members from your organization anytime. Their individual meetings remain in the system, but they lose access to team features and company integrations.

Can I customize different teams differently?

Absolutely. Each team can have unique Meeting Types, distribution rules, branding settings, and availability patterns that match their specific role and workflow.

Updated on: 25/08/2025