Engage with clients, colleagues, and prospects through scheduled appointments. Choose from the meeting types most appropriate for your appointment. Your contact will receive a text or email reminder, depending on the information available.
No extra third party software needed. Just schedule the meeting, and Segwik will contact them on your behalf.
Scheduling a meeting has never been easier.
Click on the Contact Type or search for the contact you want to invite
Click on the Calendar Icon
An “Invite to Meeting” pop-up will appear
Click on the drop-down menu icon
Your meeting types will appear
Choose the meeting type you need/want
A pop-up meeting box will appear
Ensure the correct meeting type has been selected
Ensure the date and time of the meeting are correct
Invite additional contacts as needed
Add any notes if needed
Click the orange Schedule Meeting button when ready
