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

If you do not only want to manage your team, but also want to use meetergo for your appointments yourself, read the user guide.

Go to the Apps page. There you will find our integrations with numerous video platforms, calendars, CRMs, email providers, and more.

Integrations that have the "Admin" label can only be managed by you and are not visible to users.

meetergo supports all common video platforms.

meetergo synchronizes meetings with the CRM and sets appropriate data fields.

We recommend making this connection together with your IT/CRM administrator.

Now let's go to the team settings.

Here we can add a new member via the blue button on the right under "User".

The team member will receive an email with a link to join the account. After the invitation has been sent, the link can also be copied and sent directly via the overview.

Now let's invite all users.

Next we create teams (or groups) within meetergo. Teams help you organize users into groups.

We also do this in the team settings.

Let's now create a new team, e.g. for our customer success team or regional sales. To do this, 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. Select the appropriate users from the dropdown.

You can then make specific users team admins. Team admins have the option of making settings for the next steps only for the assigned team. Other members of the team can only see these settings but cannot change them.

Now that we have created a team and assigned the users, let's create an appointment type for the team.

Let's go to the Appointment Type page and click on "New".

Now we do not select our personal workspace, but one of our teams. A group appointment type is thus created. Users who belong to the team are assigned automatically.

Now we configure our appointment type as usual by adjusting the duration, channel, reminder and followups etc.

Unlike single appointment types, we now have the round robin tab in the appointment type settings.

Here we can customize how appointments are distributed to the team. By default, appointments are distributed fairly to team members.

Using the example above, it would work like this: if we get 10 bookings, 5 of them will be booked with Richard and 5 of them with Pablo.

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

If we get 10 bookings with this configuration, they will all be booked at Richard and Pablo together. Accordingly, only time slots are offered for which Richard and Pablo are available in the calendar.

We've now set everything up to get simple round-robin bookings.

meetergo's team functions can do much more! Check out our help center :-)