Platform Overview
Understand the key features and navigation of meetergo's scheduling platform
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
Search
The search field at the top of every page finds anything in meetergo: pages, apps, settings, integrations, contacts, deals and meeting types. Open it with a click or with Cmd + K (Ctrl + K on Windows). On a phone, tap the magnifying glass.
- Apps you have not added show up too. Pick one to switch it on.
- Settings open right at the section you searched for, such as API keys or your password.
- Nothing found? The last row searches this help center.
The sidebar on the left has three parts.
Today
- Home (my.meetergo.com/dashboard): your next appointments, open tasks and the onboarding checklist
- Meetings (my.meetergo.com/appointments): every booking as a list, with details, reschedule, cancel and no-show actions
- Calendar (my.meetergo.com/calendar): bookings and connected calendar events in one view
- Messages: your inbox for WhatsApp, Live Chat and Team Chat, shown once one of those apps is switched on
Apps
meetergo is a suite of apps, and you choose which ones appear in your sidebar. Click Add apps at the bottom of the app list to open the catalog, add or remove apps and drag them into the order you like. Apps you add are grouped into Core, Platform and More.
| App | Opens | What it is for |
|---|---|---|
| Scheduling | my.meetergo.com/meeting-types | Meeting types and booking pages. Availability sits underneath it |
| Connect | Calendar, video calls tab | meetergo's own video calls |
| Notetaker | my.meetergo.com/notetaker | AI recaps of your meetings |
| Polls | my.meetergo.com/polls | Appointment polls |
| Forms | my.meetergo.com/forms | Forms, routing forms and funnels |
| CRM | my.meetergo.com/crm | Contacts, companies, deals and pipelines |
| Docs | my.meetergo.com/documents | Pages and spreadsheets |
| Client Spaces | my.meetergo.com/spaces | Portals you share with clients |
| E-Signatures | my.meetergo.com/e-signatures | Send PDFs for signature |
| Invoicing | my.meetergo.com/invoicing | Invoices and invoice settings |
| Payments | my.meetergo.com/payments | Payment links and packages |
| Newsletter | my.meetergo.com/newsletter | Newsletters and sign-up forms |
| Events | my.meetergo.com/events | Events with registration |
| Locations | my.meetergo.com/admin/locations | Branches and the location finder |
| AI Phone Assistant | my.meetergo.com/ai-phone-assistant | Mira answering your phone |
| WhatsApp, Live Chat, Team Chat | my.meetergo.com/conversations | Shared inbox and team messaging |
| Reviews & Referrals | my.meetergo.com/reviews | Collect and show reviews |
| Mira Chat | Opens as a panel | Your AI assistant inside the dashboard |
Platform
Workspace-wide tools, shown to admins:
- Workflows (my.meetergo.com/workflows): reminders, follow-ups and automations
- Skills (my.meetergo.com/skills): what Mira is allowed to do for you
- Email Templates (my.meetergo.com/admin/emails): the design and wording of every email meetergo sends
- Integrations (my.meetergo.com/integrations): calendars, video, CRM, payments, Zapier and Make
- Analytics (my.meetergo.com/admin/analytics): bookings, no-shows and conversion over time
Settings
The gear at the bottom of the sidebar opens Settings. It has three sections:
- You: Profile, Calendar (your connected calendars and your default Availability), Video calls
- Workspace: Company (branding and languages), Team, AI (Mira, Notetaker and the phone assistant), Billing, Legal & privacy
- Administration: Developer (API keys, file library), Email sending (own sender, SMTP)
Your avatar at the top opens your profile, workspaces, notifications, business card and logout.
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
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