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.

If you would rather set everything up yourself, or you skipped the wizard, Welcome to meetergo! walks through the same setup screen by screen.

Onboarding for insurance brokers

Choose all the goals that matter to you, then mark one with Start with this. Your other goals stay on Home, where you can switch tasks or continue with the next goal after a client completes the current one. After setup, company admins can open Apps and select AI Phone Assistant. Eligible paid companies can open the assistant; other admins see the €1 browser trial offer. The trial includes 30 minutes over 30 days and does not include a phone number. Customer numbers require an eligible paid plan and an explicit order. Then choose your broker management software. AMEISE, aB-Agenta and Professional Works have direct integrations. For other listed MVPs, or a name you enter under Other software, completing setup sends your integration request and account details to the meetergo team. This requests a connection; it does not activate one or promise a release date. Choose None yet if you do not use an MVP.

You can collect documents with a short upload form, try a sample signature, or open a sample client area. Samples are separate from your clients’ content. The sample portal uses the same email access step as a client portal.

For document requests, click Create form, review the prepared fields, then Publish to get your upload link.

For consultations, choose phone, video or in-person. If you host in person, add the meeting address.

After setup, Home continues your chosen task. Creating a form or contact is a starting point: share the form or add a follow-up task next. Opening a feature does not mark the task complete. You can skip setup and continue your chosen task from Home.

Onboarding Steps Overview

The wizard adapts to your selections, but typically includes:

Welcome & Preferences - Choose what you want to use meetergo for
Personal Information - Add your name and contact details
Calendar Connection - Link your calendar for availability checking
Availability Setup - Define your working hours
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)

A professional photo increases booking rates by making your page more personal and trustworthy.

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.

You can create multiple availability schedules later for different meeting types or time periods.

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.