Schedule a Meeting

 

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.

 

How to Schedule a Meeting:

• 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