When creating a new client, clicking “Schedule Now” allows you to set up the meeting details. Creating a meeting is optional when creating a client and totally depends on the requirements.
The user can also schedule a meeting later from the Schedule page. Click here to know more about how to schedule a meeting and manage your calendar.
Step 1: Choose the Master User
Select who will manage the meeting (it will show team members).
Step 2: Choose the Type of Task
Choose a category like walkthrough, design meeting, or inspection. Categories can be customized in Settings → Calendar.
Step 3: Fill in meeting details
You can set:
Task name (meeting name shown on calendar)
Date & time
Repetition (if needed)
Attendees (team members)
Reminder bell for team reminder emails. It will send a reminder email before the set minutes or hours.
Meeting address (or checkbox to use the same as project address)
Description of the meeting.
Contractor Tip:
Use categories so every meeting is consistent, and your customer gets the right email automatically.