Complete Your Onboarding

After creating your account, the onboarding wizard helps you configure meetergo for your needs. This guide explains each step of the wizard and how to skip or resume it.

Onboarding Steps Overview

The wizard adapts to your selections, but typically includes:

1. Welcome & Preferences - Choose what you want to use meetergo for
2. Personal Information - Add your name and contact details
3. Calendar Connection - Link your calendar for availability checking
4. Availability Setup - Define your working hours
5. Meeting Type Creation - Set up your first bookable meeting

Step 1: Welcome & Preferences

Choose your primary use case:

• Meetings: Focus on scheduling appointments
• Business Card: Create a digital business card
• Both: Access all features

Your selection determines which features are highlighted during setup, but you can always access everything later.

Step 2: Personal Information

Enter your details that will appear on your booking page:

• Name: How you want to be displayed to invitees
• Profile photo: Helps invitees recognize you (optional but recommended)

Step 3: Calendar Connection

Pick your provider and follow the authorization prompts. Once connected, meetergo hides times when you are busy and writes confirmed bookings back to your calendar. You can connect more calendars later from Settings, and Connect your calendar lists every supported provider with its own setup guide.

What Permissions Does meetergo Need?

meetergo requests only the permissions necessary for scheduling:

• Read your events: To check when you're busy
• Create events: To add confirmed bookings
• Modify events: To update or cancel bookings

We never access email content, contacts, or other sensitive data.

Step 4: Availability Setup

Choose the days you work, set a start and end time for each one, and confirm your timezone. Whatever you enter here becomes your default schedule, and you can split days around breaks or add more schedules later. See Availability.

Step 5: Create Your First Meeting Type

Give the meeting a name, a duration, a short description, and a location such as meetergo Connect, Zoom, Microsoft Teams, Google Meet, or a phone call. Everything else on a meeting type can be changed afterwards, so keep this one simple. See Create a meeting type.

Completing Onboarding

After finishing all steps, you'll see a confirmation screen with:

• Your new booking page link
• Options to share via email, copy link, or embed
• Quick access to the onboarding checklist for additional setup

The Onboarding Checklist

After the initial wizard, a checklist helps you explore additional features:

Meeting Setup Tasks

• Learn meetergo basics (video tutorials)
• Customize your meeting types
• Set up automation and reminders
• Configure team features

Business Card Tasks (if selected)

• Create your digital business card
• Share and connect with contacts

Access the checklist anytime by clicking Get Started in the bottom corner of your dashboard.

Skipping or Resuming Onboarding

• Skip steps: Click "Skip" to move past optional steps
• Resume later: Your progress is saved if you close the browser
• Restart: Contact support if you need to redo onboarding

After Onboarding

Once complete, explore these next steps:

• Add your branding
• Set up buffer times
• Create additional meeting types
• Invite team members