How can I set recurring client meetings?
To set recurring client meetings, go to the meeting scheduling settings and select the option for recurring appointments. You can choose how often the meeting will repeat (e.g., weekly, bi-weekly, monthly) and specify the end date or number of occurrences. Recurring meetings are helpful for long-term projects, consultations, or regular check-ins with clients. Once set up, both you and the client will receive reminders for each upcoming session, ensuring consistency and continuity.
PreviousHow do I assign client meetings to specific team members?NextIs there a way to collect additional information from clients when they book a meeting?
Last updated