Create a Phone Meeting Type
Set up meeting types for phone calls instead of video conferences
Not every meeting needs video. Phone calls are perfect for quick check-ins, consultations, or when attendees prefer audio-only communication. meetergo supports two types of phone meetings.
Phone Meeting Options
| Type | You Call Them | They Call You |
|---|---|---|
| Outgoing Call | You dial the attendee | Attendee provides their number |
| Incoming Call | Attendee dials you | You provide your number |
Create an Outgoing Call Meeting Type
With outgoing calls, you call the attendee at the scheduled time.
Setup Steps
- Go to Meeting Types
- Click Create Meeting Type (or edit existing)
- In Location/Channel settings, select Phone (Outgoing)
- Save your meeting type
How It Works
- Attendee books and provides their phone number
- At meeting time, you see their number in your calendar event
- You call them at the scheduled time
Best For
- Sales calls where you want to initiate
- Client consultations
- Follow-up calls
Create an Incoming Call Meeting Type
With incoming calls, the attendee calls you at the scheduled time.
Setup Steps
- Go to Meeting Types
- Click Create Meeting Type (or edit existing)
- In Location/Channel settings, select Phone (Incoming)
- Enter your phone number that attendees should call
- Save your meeting type
How It Works
- Attendee books the meeting
- Confirmation email includes your phone number
- At meeting time, attendee calls you
Best For
- Support calls
- Situations where you want to control the phone number shared
- International attendees (they control their calling costs)
Requiring Phone Numbers
For outgoing calls, you need the attendee's phone number.
Make Phone Number Required
- Edit your meeting type
- Go to Booking Form settings
- Find the phone number field
- Mark it as Required
- Save changes
This ensures every booking includes a valid phone number.
Phone Number in Calendar Events
When a phone meeting is booked, the calendar event includes:
For outgoing calls:
- Attendee's phone number in the event description
- Reminder to call the attendee
For incoming calls:
- Your phone number in the confirmation to attendee
- Note that attendee will call you
Combining with Other Options
You can offer phone as one of multiple location options:
- Edit your meeting type
- Enable multiple location options
- Select Phone along with other options (Zoom, Teams, etc.)
- Save changes
Attendees choose their preferred method when booking.
International Calls
Considerations
- Phone numbers should include country codes
- Consider who pays for international calls
- Specify if you only accept calls from certain countries
Collecting Country Codes
Add a note to your booking form requesting full international format:
+1 555 123 4567 (US)
+49 30 12345678 (Germany)
Best Practices
Clear Instructions
In your meeting type description, explain:
- Who will initiate the call
- What number to expect (for incoming calls to attendees)
- What to do if the call doesn't connect
Backup Plan
Consider adding a note about what to do if phone connection fails:
- Alternative number to try
- Email to contact
- Fallback to video call
Time Zone Clarity
Phone calls don't have the "join link" visual cue. Make sure:
- Time zone is clearly displayed
- Confirmation includes local time
- Reminders go out before the call
FAQ
Can I switch between phone and video for the same meeting type?
Yes, enable multiple location options and let attendees choose when booking.
What if the attendee doesn't answer?
Follow your standard no-show policy. Consider sending an SMS reminder before calls.
Can I use a virtual phone number?
Yes, any phone number works—landline, mobile, or VoIP numbers.
Does meetergo make the call automatically?
No, you manually place the call at the scheduled time. meetergo doesn't have calling functionality built in.
Related Articles
Was this article helpful?
Let us know if this article answered your questions.