Articles in this section

See more

How to Set Up and Use the ClientPoint Meeting Scheduler

Avatar
Elayza Cataluna
  • Updated
Follow

Overview

The ClientPoint Meeting Scheduler is a feature designed to simplify and automate the process of scheduling meetings with your clients and team members. By integrating with popular calendar platforms such as Microsoft, Google, and iCloud, this tool streamlines coordination, saves time, and ensures that your availability is always up to date. With customizable options, the Meeting Scheduler empowers attendees to book meetings directly through your ClientPoint, making the process seamless for both parties.

How to Set Up Your Meeting Scheduler

To read more about ClientPoint Meet, click here. 

  • Log in to Your ClientPoint Account

    • Sign into your ClientPoint account to get started.
    • On the homepage, find the MEET box with the description "Meet with anyone here, in an 'outer office' that features materials highlighting you, your company, and your value proposition."

homepage.png

  • Click on the "EDIT" Button

    • This action will take you to the Info tab of your selected ClientPoint, as if you were creating a new one.
    • Fill out the necessary information and click Save and Continue.
    • Note: You can copy your Meeting link or download it's QR Code from the small green icon. 

info tab.png

  • Add the Meeting Scheduler

    • Go to the Files tab and select Add to ClientPoint.
    • Choose Add Meeting Scheduler from the list of options.

files tab.png

    • You will be redirected to confirm and authorize the email associated with your business calendar.

redirect.png

  • Authorize and Sync Your Calendar

    • Select the account that corresponds with your business calendar (Microsoft, Google, or iCloud).
    • Grant all requested permissions to allow ClientPoint Meeting Scheduler to connect and sync with your calendar.

authorize.png

    • Once permissions are confirmed, click Proceed.

continue.png

  • Complete Syncing and Configure the Scheduler

    • After syncing is complete, you will be redirected to ClientPoint and prompted to configure the Meeting Scheduler.
    • The File Library will automatically have your Meeting. 
    • Click on the Meeting to select and click Edit on the top right.

file tab look.png

    • Adjust or customize the default meeting types (15 min, 30 min, 60 min) as needed.

add new.png

    • To add a new meeting schedule, ensure you customize all event details accordingly and click Save.
    • You can also add your own 3rd Party Meeting Scheduler link for ex. Zoom, Microsoft Teams, or Calendly. 

3rd party calendar.png

save meeting.png

  1. Preview Your Scheduler

    • Check the Preview tab to view the meeting event options (15, 30, 60 minutes) and confirm calendar availability.
    • meeting libeaey.png
    • This step ensures your event types are displayed correctly.

view of the meeting .png

  1. Access and Share Your Meeting Scheduler

    • Return to the homepage and copy the Meeting Scheduler link. The link is synced with the same email you authorized for seamless integration.

meet and schedule link.png

The ClientPoint Meeting Scheduler is a powerful tool for improving efficiency and communication. By following these simple steps, you can integrate your calendar with ClientPoint, customize your meeting types, and make scheduling effortless for your clients and attendees.

If you encounter any issues or have questions, don’t hesitate to contact support@clientpoint.net for assistance.

Related articles