Getting Started
Welcome to meetergo!
In this article, you'll learn how to set up meetergo in just 5 minutes! Step 1: Set up your profile Before we start scheduling appointments with people, let's customize our profile so they can better understand who we are. After creating your account, go to the profile settings. Here we can customize our full name, profile picture, description, phone number, and job title. meetergo Profile Settings (https://storage.crisp.chat/users/helpdesk/website/bFeaturedFirst 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, andSome readersUpgrade to a paid plan
No matter if you're still in the trial phase, using the Basic plan, or already on another plan - you can adjust your plan anytime. The upgrade takes only 2 minutes, and then you can start using meetergo right away. Let's get started! How to Upgrade Your Account Go to the Billing Page in settings. Choose whether you prefer annual or monthly billing. (https://storage.crisp.chat/users/helpdesk/website/8bc51e3e3c7b8000/5277a19f-0b27-4205Some readers
Use cases
How to Schedule Webinars with meetergo
As a coach or marketer, you can easily use meetergo to allow your audience to book webinars. This guide will walk you through the process of setting up a webinar schedule and creating a group meeting type that can be shared with potential attendees. Step 1: Create Availability for Your Webinar Before creating a meeting type, we'll set up a dedicated availability schedule for webinars. This allows you to offer specific time slots that may differ from your regular availability, giving you fuSome readersSetting Up a Group Meeting with Multiple Hosts
Our group meeting feature allows you to create a booking page where multiple hosts are scheduled together. This is ideal for scenarios like: Panel interviews where several team members need to be present Group sales calls with multiple account representatives Team presentations where several experts contribute This guide will walk you through setting up a booking link that displays only slots where all hosts are available at the same time. Set up a group meeting type To set up a grSome readersHow to Have a Single Booking Link for Your Team
For small businesses that need to let customers book appointments with different members of their team, you can create a single booking link that rotates between multiple hosts. Example use cases include: A customer support team where incoming requests get distributed evenly between reps A sales team that needs to share inbound lead assignments A panel of interviewers that take candidate calls in a rotating order No matter the scenario, having a single booking link that automatically assSome readersCustomize Branding
Every user in your meetergo organization has their own booking page. On a booking page, invitees can schedule meetings with the host. If you want your company logo to appear on all booking pages, you can upload a logo for all users. Here's an example of a booking page with the company logo on the left: (https://meetergo-8387ca1c99cb.intercom-attachments-1.com/i/o/734901980/e445d9Few readersSetting Up In-Person Meetings
Want to schedule face-to-face meetings with your clients or team members? This guide will walk you through setting up in-person meetings, whether at your location or your attendee's. Creating an In-Person Meeting at Your Location To set up meetings at your own location, follow these steps: Login to your meetergo Account and create a new meeting type Enter a name and description for your meeting type Unter "Location", click "+ Add" to add a new locatFew readersCancel a meetergo meeting as an attendee
As an attendee, you may sometimes need to cancel a scheduled appointment. This article will guide you through the simple process of canceling your appointment, ensuring your host is promptly notified of the change. Steps to Cancel Your Appointment Locate your appointment confirmation email from the host or find the calendar invite Click on the cancellation link provided in the email or calendar invite You will be directed to a cancellation page (Optional) Enter a reason for canFew readersHow to Create a Booking Link Where Attendees Can Choose Their Host
Allow your clients to choose their preferred host when booking meetings with your team. This feature is perfect for consultants, medical practices, or any business where clients may prefer to work with specific team members. Creating a Team Meeting Type with Host Selection Go to the Meeting Types overview page and click "Create" (https://my.meetergo.com/meeting-types?create=true) Select "Team" for your meeting type Choose "Round Robin" scheduling Select either a specific team orFew readersTrade Fairs
meetergo can transform your trade fair strategy. Whether you're exhibiting with a team or attending solo, meetergo offers powerful advantages to maximize your success. From pre-fair planning to on-site efficiency and post-event insights, learn how to boost booth traffic, optimize your time, and improve your performance at future events. Pre-Fair Appointment Booking Set the stage for a successful event before it even begins: Prior to fair start, embed meetergo's round-robin bookingFew readersUsing a Custom SMTP Server
Want to send notifications through your own email server? This article explains how to set up and use your custom SMTP server for sending all emails, giving you more control over your email communications. Why Use Custom SMTP? Using your own SMTP server helps maintain brand consistency since emails will come from your company's domain. This increases trust with your recipients and ensures better deliverability rates. This feature is available for all users on the Team plan. Setting Up CFew readersMigrating to Our New and Improved Booking Page
We've launched a faster, more modern booking page that's ready for you to use. This guide will help you understand what's new, how to test it, and how to make the switch when you're ready. What's New The new booking page brings several improvements: Lightning-fast loading speeds for your clients Modern, polished design that reflects your professionalism Enhanced link preview when sharing on social media and messaging apps Same familiar link structure, just on a new subdomain HoFew readersCollecting and Managing Reviews
Reviews help build trust with potential clients by showcasing feedback from previous meetings. This article explains how to enable and configure the reviews feature in meetergo, allowing you to collect valuable feedback after meetings and display it strategically. Enabling Reviews To start collecting reviews for your meetings: Navigate to my.meetergo.com/reviews Click the ⏻-button in the top right corner Toggle the switch to enable review collectFew readers
Troubleshooting
Understanding Why Your Booking Page Shows as Unavailable
If your booking page is showing as unavailable when you believe it should be open for bookings, don't worry. This issue can often be resolved easily by checking your connected calendar and configured availability settings. Here's a step-by-step guide to help you troubleshoot and resolve the problem. Check Your Booking Page in Troubleshoot Mode First, visit your meeting type settings and go into Troubleshooting mode. Here's how you can find it: Go to your meeting type overview (https://Some readersResolving Missing Meeting Link Errors
When you receive a notification about a missing meeting link, don't worry! This article will guide you through the simple steps to fix the issue and ensure your appointments have the correct video conferencing links. What Happened? Your video conferencing connection (like Google Meet or Microsoft Teams) was temporarily lost. This can occur for various reasons, such as changing your password, downtime in other clouds or changes in security policies. The good news is that it's easy to fix!Few readersWhat to do when meeting types are paused
Your meeting types may be paused if you're using more than allowed in your current plan or if they include features not available in your plan. This article explains why this happens and how to get your scheduling back on track. Understanding meeting type limits The Basic plan allows you to have one active meeting type at a time. When your trial expires or if you downgrade your plan, we'll pause your meeting types if: You have more than one meeting type active Your meeting type uses fFew readersWhy Are New Appointments Not Appearing in My Calendar?
If you've noticed that your new meetergo appointments aren't showing up in your calendar, you're in the right place. This article will help you troubleshoot calendar sync issues and ensure your appointments appear where you need them. Checking Your Calendar Sync Settings To fix calendar sync issues, you need to verify that you've selected the correct calendar for synchronization: Log in to your meetergo account Click on your user image in the top right corner of the screen SelectFew readers