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4 min readBasicAgentManagerAdmin

Scheduling a meeting with a customer

In person, Zoom/Meet or phone — with an invite to the customer and calendar sync.
Before you start
  • Ideally a connected Google or Outlook calendar (see Connecting your calendar)
Open in CloseUp

Steps

  1. 01

    Start a new meeting

    My schedule›New meeting

    From the schedule: New meeting → type the lead's name or phone.
    From the lead card: Schedule meeting.

  2. 02

    Fill in

    • Meeting name.
    • Meeting type: In person (with Address / office) · Video · Phone.
    • Duration: 30 / 45 / 60 min.
    • Date and time — offered within your working hours.
    • Attendees — the lead's email is added; Add attendee for more.
  3. 03

    Video: pick a service

    Under Video service choose Google Meet or Zoom. A link is created and attached.

    Note: Meet needs Google Calendar. Zoom without a calendar only creates a link — send it yourself.
  4. 04

    Save

    Click Schedule meeting.
    If the slot is busy: "This time is busy in your calendar" — Pick another time · Double-book · Cancel the existing one.

    You should see: "Scheduled and synced to Google Calendar" and the customer gets an invite. No calendar: "Saved in CloseUp only".

Questions

The customer got no invite.

Invites go out only with a connected calendar and a lead email. Check Personal settings → Connections.

"Save as internal meeting only" — what's that?

No calendar is connected. The meeting stays in CloseUp without an invite. Click Connect Google Calendar.