Meeting settings
Confirmations, reminders, the brief, rebooking, CRM and the notetaker.
Open Meetings, "Settings" (specialist page). Change the values and save.
Who can use this
- Owner
- Administrator
- Sales
- Compliance (audit only)
Fields and options
- Confirmation by email
On by default. Sent shortly after booking; announces the SMS reminder.
- Reminder by email
On by default, 24 hours before (1 to 72).
- Reminder by SMS
On by default, 60 minutes before (15 to 240). Never before 7:00 in the contact's time zone.
- Call after a no show / after a cancellation
Both on by default. Minutes until the call: 15 (5 to 1440). Call attempts: 2 (0 to 5).
- Send the brief
On by default, 2 hours before (1 to 48).
- Create tasks in the CRM
On by default.
- Update the deal stage in the CRM
Off by default.
- Notetaker active
Off by default. With: join booked meetings (on), allow adding by link (on), calendar meetings ("No calendar meetings", "Meetings with external participants", "All calendar meetings"), discard when removed from the meeting (on), maximum duration 120 minutes (10 to 240).
- Analyse the conversation / Draft a follow up email
Both on by default.
- Keep the audio recording and names in the meeting
Recording law settings, off by default. Only Owner, Administrator and Compliance can change them.
Related
- The notetaker
A bot that joins video meetings, takes notes and produces a transcript and analysis.
- The meeting page
People, reminders, the brief for the rep, rebooking, CRM sync, notetaker and analysis of one meeting.