Workflows
Dynamic Variables Usage and Examples
Dynamic variables in meetergo allow you to personalize email templates, reminders, follow-ups, or calendar invitations with specific information relevant to each recipient. What are Dynamic Variables? Dynamic variables help customize emails by inserting specific information that is relevant to the recipient, rather than sending the same message to everyone. For instance, using the variable !M.Guest.Fullname , you can insert the guest's full name into your text. This automation streamliSome readersSending SMS with meetergo
You can now send SMS text messages directly from meetergo to hosts and participants to remind them of upcoming meetings or send follow-up messages after an appointment. Configuring SMS Reminders You can configure SMS reminders in the appointment type settings. Additionally, new host and participant SMS actions are available in the workflow editor. Enable SMS notifications and set the most suitable content and timing for your needs. SMS Limits per Plan Each meetergo plan has SMS liFew readersWorkflows
With Workflows, you no longer need to manually create notifications for appointment bookings, copy-paste, or send reminder/follow-up messages. Automating these processes saves time and effort, as these tasks are now handled automatically through your defined workflows. In this article, we will create a workflow step by step to personalize our entire communication surrounding the appointment. Creating a New Workflow A workflow can be assigned to multiple appointment types. If you haven't cFew readers
Videoconferencing
Connecting Zoom
Connecting your Zoom account to meetergo allows you to automatically create and add Zoom meeting links to your scheduled events. Follow these steps to integrate Zoom with your meetergo account. Create Zoom connection Log in to your meetergo account and go to Apps. Find the Zoom Integration and click on "Connect now". You will be redirected to Zoom. Log in to your account if you aren't already and grant the necessary permissions. Done!Some readersmeetergo Connect - A Privacy-First Video Platform for Online Meetings
meetergo Connect is an integrated video platform designed to facilitate secure and efficient online meetings. Built on WebRTC technology, meetergo Connect allows participants to connect directly with each other, ensuring that video and audio data is never routed through external servers. This peer-to-peer approach enhances privacy. All essential features like screen sharing are supported - to support productive virtual collaborations. You can leverage meetergo Connect in two primary ways: by geSome readersConnecting Microsoft Teams
Connecting meetergo with Microsoft Teams is easy and takes just a few minutes. The integration allows for instant creation of Microsoft Teams links upon a new booking, enabling meetings to be held directly in Teams. The Teams integration works hand in hand with our Outlook integration, ensuring your appointments are always synchronized with your Outlook calendar. No personal data is collected or stored through the granted access to the Microsoft account.Few readersWhy is Teams not available as a channel in my Microsoft connection?
We understand that it can be frustrating when you connect Outlook and Teams is not available. There are several possible reasons for this: You may not have the correct Microsoft license that includes Teams. Teams must be part of your Microsoft 365 or Office 365 license to connect with Outlook. Your IT administrator may not have properly set up the integration of Teams and Outlook. If your organization uses Teams, the IT admin must enable the connection. There may also be an issuFew readersMS Exchange and Microsoft Teams in a hybrid environment
meetergo supports Exchange and Microsoft Teams in a hybrid environment. With our Exchange connection, the Exchange calendar can be synchronized, and with our Teams add-on for Exchange, Teams links can be generated. This article details how to connect Exchange and Teams with meetergo. Connecting meetergo with Exchange and Teams in a Hybrid Environment Log into your meetergo account and go to Integrations. Follow these steps to connect Exchange byFew readers
Meeting type
Embed appointment bookings on your website
If you want to integrate meetergo on your website, you can easily do so by copying the booking snippet and pasting it into your website's code. The booking snippet contains the necessary code to provide the booking functionality on your site. Step 1: Copy the Booking Snippet Go to the Meeting Type Overview. Click the "Share" button next to the desired meeting type. The sharing popup opens. Click on the "Add to Website" tab. You will nowPopularMeeting types
Meeting Types are appointments that you hold regularly. With Meeting Types, you bundle all settings such as duration, buffer times, or the meeting channel. Additionally, you can personalize notifications, adjust the calendar invitation, and add fields to the form. Create a Meeting Type for each of your regular appointments and optimize your workflow! Here are commonly used Meeting Types: Initial consultation Advisory meeting Product demo Technical support Coaching session MeetinSome readersEmail Templates
With meetergo, you can customize every notification according to your needs. In this article, I'll show you how to customize a template and what they are specifically used for. Customizing Templates Go to Email Templates in the settings. Edit an existing template by clicking "Edit" next to the template. Alternatively, create a new template by clicking the blue "New" button. Now, you can customize the template. The Name of the tSome readersPrefill Forms with URL Parameters
With meetergo, you can prefill form fields by passing form values through the URL. Here's an example: https://my.meetergo.com/richard/example?firstname=Peter&lastname=Zwega Adding parameters to the URL of your meeting registration form speeds up the filling and submission process for participants. This reduces the time participants spend on registration, allowing them to book a meeting with you more quickly. How to Add Parameters to a Meeting Link Start with your meetergo meeting linSome readersSharing your booking link
tbdFew readersManaging No-Shows and Improving Meeting Insights
Someone didn't show up to your meeting but didn't cancel? No problem! You can mark attendees as No-Show and get better insights into your meetings. This feature helps you track attendance patterns and optimize your scheduling strategy. How to mark an attendee as no show Go to your appointments overview Click the "..." button next to a recent appointment Click "Mark as no show" That's it! The appointment now shows as a no-show. You can easilFew readersMeeting Type Templates
Meeting type templates are a powerful tool for administrators to create standardized scheduling options across your organization. This feature allows you to create consistent meeting types and easily assign them to multiple team members, ensuring a uniform scheduling experience for your clients and colleagues. How to Create Meeting Type Templates Log in to your meetergo account and go to Meeting Type Templates. Click on "CreateFew readersCustomizing your meeting form with data fields
Data fields allow you to tailor your meeting forms to gather exactly the information you need from invitees. This article will guide you through creating, adding, and managing data fields in your meetergo forms. Creating a New Data Field Login to your meetergo account and go to data fields Click the "Add field" button Choose the desired field type from the dropdown menu Fill in the field details.Few readersHow to cancel an appointment
As a host, you may sometimes need to cancel a scheduled appointment. This article will guide you through the simple process of canceling an appointment, ensuring both you and your attendee are promptly notified. Steps to Cancel an Appointment Login to your meetergo account and go to your appointment overview (https://my.meetergo.com/appoFew readersUnderstanding Your Analytics Dashboard
This article will help you navigate and interpret your analytics dashboard. You'll learn how to access key metrics, understand what they mean, and use this data to optimize your scheduling process. Accessing Your Analytics Dashboard To view your analytics Log in to your meetergo account and go to Analytics Choose your desired time period Click "Customize" to show or hide specific metricsFew readersHow to Block Emails from Booking
Ever wanted to stop certain people from booking meetings with you? meetergo's email blocking feature lets you do just that. You can block specific email addresses or entire domains to keep unwanted bookings at bay. This article will show you how to set it up and use it effectively. How to Block Emails Login to your meetergo account and go to your meeting type overview Select the meeting type you want to modify Click on the "Questions for inFew readers
Availability
Availability
The availability settings allow you to specify when you can be booked through your booking link. This ensures that you are only booked when you actually have time. Never be booked again during a break, vacation, or outside your business hours! How to set up your availability In your meetergo Account, go to your Availabilities. There you will see an overview of your availabilities. We have automatically created an availability for you. This is aSome readersConfigure availability for a specific time span
In this article, we explain how you can configure your availability for a specific period of time. This allows you to adjust your bookability within a defined date range. This is useful for temporary projects, sales promotions, event calendars, or seasonal services. How to configure your schedule for a specific period Go to the Appointment Types Overview in your meetergo account. Create a new appointment type by clicking on "New" or edit an exSome readersWhy are events in my calendar not blocking my availability?
If you have connected your calendar with meetergo, you should be able to trust that your existing appointments will block your availability for bookings. However, if this isn't happening, don't worry! This article guides you through the necessary steps to ensure everything works smoothly. Events in calendar must be set to 'Busy' meetergo's availability check relies on the settings of your appointments in your calendar. Make sure all appointments that should block your availability are setFew readersHow to Block Time Off for Appointments, Holidays, or Unavailability
When you need to take time off for appointments, holidays, or any other reason, it's important to block that time in meetergo to prevent unwanted bookings. This article explains two simple methods to ensure your unavailable times are accurately reflected in your scheduling. Creating a Busy Event in Your Connected Calendar The first option is to create an event in your connected calendar such as Google Calendar or Outlook. This method works well for recurring blocks or when you prefer to maFew readersConfigure full day availability
If you want to use a meeting type with a duration of one day or more, you need to set up a positive availability rule. This allows you to make yourself available for an extended period. (https://downloads.intercomcdn.com/i/o/762365684/4dfd9605d9e704c4d9629ae0/Screenshot+2023-06-13+at+12.31.01.png?expires=1716993000&signature=598dea0ad73f6dfcd86f1d05ba6d3e30a6ea8f1d0b8f6ec49f29f1f52Few readersAvailability Exceptions
Availability exceptions allow you to customize your schedule beyond your regular availability settings. Whether you need to block off time or make yourself available during unusual hours, exceptions give you the flexibility to manage your calendar with precision. This article will guide you through creating, using, and managing availability exceptions. Blocking Rules Blocking rules let you mark yourself as unavailable during times when you'd normally beFew readers
Calendar connection
Connect your calendar
Connecting your calendar is an essential part of scheduling appointments. When you connect your calendar, meetergo can: Display your availability more accurately Consider meetings booked outside of meetergo Prevent overlapping appointments Add events to your calendar To connect your calendar, navigate to your Profile settings. Here, you can connect your primary calendar. If you already see a connected calendar, you may have connected one during the sSome readersConnecting Apple iCloud Calendar
Linking Meetergo with your Apple iCloud calendar makes your life easier. By connecting both, Meetergo ensures that no appointments collide. To connect iCal, we first need to create an app-specific password in our Apple account. Step 1: Create an App-Specific Password in iCloud First, you need to create an app-specific password in your iCloud account. This password is quickly created and will be needed in the next step to connect with Meetergo. To create an app-specific password, please rSome readersConnecting CalDav Calendars
meetergo supports the integration of CalDAV calendars, providing a great way to connect your self-hosted calendars. How It Works Log into your Meetergo account and go to Profile Settings. Under Calendar Sync on the right side, next to CalDav, click on 'Connect'. Enter the corresponding Server URL (e.g., https://meinedomain.de/caldav/1234) and your login credentials. Click on 'Add Connection'. Done! CSome readersConnecting Exchange Calendar
Connecting with Exchange is secure, simple, and within minutes, Meetergo can synchronize with your Exchange calendars. Integration with all common Exchange versions is supported (including Exchange 2013, 2016, and 2019). We also support the use of Microsoft Teams in an Exchange hybrid environment. Connecting Meetergo with Exchange Log into your Meetergo account and go to Profile Settings. Next to Exchange, click on Connect. Enter your ExchangeSome readersConnecting Outlook Calendar
Linking meetergo with your Outlook calendar makes your life easier. Microsoft's email program, Outlook, also includes a calendar function. By connecting both, meetergo ensures that there are no scheduling conflicts. And the best part: You can link meetergo with Outlook in just a few clicks. How to Quickly Connect meetergo with Outlook Log into meetergo and go to your settings. Click on the 'Connect' button next to the Outlook calendar icon. Allow meetergo access to your Outlook.Few readersConnecting Google Calendar
meetergo seamlessly integrates with your Google Calendar, making scheduling and managing your meetings effortless. By connecting your Google Calendar, you'll be able to sync your availability and automatically create Google Meet links for your online meetings. Follow these simple steps to connect your Google Calendar and streamline your scheduling process. Connect meetergo to Google Login to your meetergo account and go to your profile settings. LocFew readersConnecting Your Web.de-Calendar
Web.de is a popular email and productivity service provider in Germany. meetergo allows you to connect your Web.de calendar, enabling you to seamlessly manage your schedules and appointments across both platforms. How to Connect Your Web.de Calendar Follow these simple steps to connect your Web.de calendar: Log in to your meetergo account and go to Integrations. Scroll down or search to find the Web.de option and click on it. Enter your WebFew readersConnecting your Posteo Calendar
Posteo is an email provider, and integrating your calendar allows you to seamlessly manage your schedules across both services. meetergo allows you to connect your Posteo calendar, enabling you to seamlessly manage your schedules and appointments. How to Connect Your Posteo Calendar Follow these simple steps to connect your Posteo calendar. Log in to your meetergo account and go to Integrations. Scroll down or search to find the Posteo optionFew readersConnecting Nextcloud Calendar
meetergo supports connecting with your Nextcloud calendar. Step 1: Find Your Nextcloud Calendar URL Log in to your Nextcloud account and open the Calendar app. Click on 'Settings & Import' in the left-hand menu. Scroll down and copy the 'Primary CalDav Address'. Nextcloud CalDav Address (https://meetergo-8387ca1c99cb.intercom-attachments-1.com/i/o/734865663/c735faf041Few readersConnecting Your mailbox.org Calendar
mailbox.org is a secure email and productivity suite provider, and integrating your calendar allows you to seamlessly manage your schedules across both services. meetergo allows you to connect your mailbox.org calendar, enabling you to seamlessly manage your schedules and appointments. How to Connect Your mailbox.org Calendar Follow these simple steps to connect your mailbox.org calendar. Log in to your meetergo account and go to Integrations.Few readersConnecting your Web.de Calendar
Web.de is an email provider, and integrating your calendar allows you to seamlessly manage your schedules across both services. meetergo allows you to connect your GMX.net calendar, enabling you to seamlessly manage your schedules and appointments. How to Connect Your Web.de Calendar Follow these simple steps to connect your mailbox.org calendar. Log in to your meetergo account and go to Integrations. Scroll down or search to find the Web.de oFew readersConnecting your GMX.net Calendar
GMX.net is an email provider, and integrating your calendar allows you to seamlessly manage your schedules across both services. meetergo allows you to connect your GMX.net calendar, enabling you to seamlessly manage your schedules and appointments. How to Connect Your GMX.net Calendar Follow these simple steps to connect your mailbox.org calendar. Log in to your meetergo account and go to Integrations. Scroll down or search to find the GMX.neFew readersEnsuring meetergo Invitations Appear on Your Google Calendar
At meetergo, we want to make sure your scheduled meetings appear seamlessly on your calendar. If you're using Google Calendar, you may need to take a simple extra step to ensure your meetergo bookings are displayed correctly. What You Need to Do When you receive a meetergo invitation in your Google Calendar: Look for the invitation in your email or calendar. Click on the "I know the sender" button. Select "Yes" to accept the invitation. By following these steps, you ensure thatFew readersHow to Change Your Email Address
Keeping your contact information up-to-date is crucial for smooth communication. This article guides you through the process of changing your email address on meetergo, ensuring you never miss important notifications or updates. Changing Your Email Address Log in to your MeeterGo account and go to your profile settings Under "Name & Avatar", find the "Email" field Enter your new email address Click "Save Changes" at the bottom of the page AftFew readers