Scheduling Meetings & Using the Meeting Room

The Calendar is the single source of truth for everything happening across your workspace.

Create a meeting

Click any time slot or hit + New Event in the toolbar. You'll be asked to pick:

• Internal Meeting — workspace members only.
• Client Meeting — adds the Client and Case fields.

Then fill in title, date, start/end time, recurrence (Daily / Weekly / Biweekly / Monthly), invitees, and an optional message. Toggle Generate room link off if you want to use an external link (Zoom, Google Meet, Teams).

Recurring meetings

Recurring series run for up to one year from the start date. Editing a single occurrence only updates that day; editing the series updates every future occurrence. Cancelling a single occurrence keeps the rest of the series intact.

Run the meeting

On the meeting detail page click Open Meeting Room. Inside the room you can:

• Mute/unmute, toggle camera
• Share screen
• Chat with other participants (if chat is enabled)

When the host clicks End Meeting, the meeting status changes to Completed and the room is closed.

Cancel a meeting

Open the meeting → click Cancel. Participants receive an email with a cancellation calendar update — most calendar apps remove the event automatically. The meeting detail page shows a red banner indicating the cancellation; chat history and notes stay accessible.