Platform Overview

meetergo is a scheduling platform that helps you automate appointment booking, reduce no-shows, and save time on coordination. This guide introduces the main features and helps you navigate the platform.

Dashboard Overview

After logging in, you'll see your main dashboard with:

• Upcoming appointments: Your next scheduled meetings
• Quick actions: Create meeting types, view calendar, access settings
• Activity feed: Recent bookings and changes
• Onboarding checklist: Guided setup tasks (for new users)

Main Navigation

Meeting Types

Create and manage the types of meetings people can book with you:

• One-on-one meetings: Standard appointments between you and one invitee
• Group meetings: Multiple hosts or multiple attendees
• Round robin: Distribute bookings among team members
• Selection pages: Let invitees choose from multiple meeting types

Each meeting type has its own booking link and customizable settings.

Calendar

View and manage your scheduled appointments:

• Calendar view: See bookings in day, week, or month format
• Appointment details: View attendee information, meeting links, and notes
• Manual actions: Reschedule, cancel, or mark appointments as no-shows

Availability

Control when you're available for bookings:

• Working hours: Define your standard schedule
• Exceptions: Block specific dates or add extra availability
• Multiple schedules: Create different availability patterns for different meeting types

Contacts

Manage the people who book with you:

• Contact list: View everyone who has scheduled with you
• Booking history: See past and upcoming appointments per contact
• Import: Add contacts from CSV files
• Enrichment: Automatically enhance contact data with company information

Workflows

Automate communications around your meetings:

• Reminders: Send email or SMS before meetings
• Follow-ups: Automatically reach out after meetings end
• Confirmations: Customize booking confirmation messages
• Cancellation notices: Notify attendees when meetings are cancelled

Integrations

Connect meetergo to your other tools:

• Calendars: Google, Outlook, Apple, CalDAV
• Video conferencing: Zoom, Teams, Google Meet, meetergo Connect
• CRM: HubSpot, Pipedrive, Salesforce
• Payments: Stripe for paid appointments
• Automation: Webhooks, Zapier

Settings

Configure your account and preferences:

• Profile: Your name, photo, and personal details
• Company: Branding, logos, and organization settings
• Notifications: Email preferences
• Security: Password, two-factor authentication

Key Features

Booking Pages

Your public-facing pages where invitees schedule time:

• Personal booking page: Shows all your available meeting types
• Direct meeting links: Link to a specific meeting type
• Embedded scheduling: Add booking to your website

Branding & Customization

Make meetergo match your brand:

• Logo and colors: Add your company identity
• Custom domains: Use your own domain for booking pages
• Email templates: Customize notification messages
• CSS customization: Advanced styling options

Team Features

For organizations with multiple users:

• Workspaces: Organize users into departments or teams
• Groups: Create booking pools for round-robin distribution
• Permissions: Control who can do what
• Admin controls: Manage settings for the whole organization

Analytics

Understand your scheduling patterns:

• Booking metrics: Track appointments over time
• No-show tracking: Monitor missed meetings
• Conversion insights: See how many visitors book

Mobile Access

meetergo works on mobile devices through your web browser. The interface adapts to smaller screens, allowing you to:

• View upcoming appointments
• Check booking requests
• Access meeting links
• Manage basic settings

Getting Help

In-App Support

• Chat widget: Click the chat icon in the bottom corner
• Onboarding checklist: Video tutorials and guides
• Tooltips: Hover over icons for explanations

Help Center

Browse documentation for detailed guides on every feature.

Contact Support

Reach our team for personalized assistance with complex questions or issues.

Next Steps

Now that you understand the platform, explore these areas:

• Quick Start Guide - Set up your first booking page
• Customize Branding - Add your logo and colors
• Set Up Workflows - Automate reminders
• Connect Integrations - Link your tools