Meetings and the calendar

Meetings booked on cases, by your team or by clients.

Steps

1. In a journey's Meetings tab, add the kinds of meeting it offers.
2. Book one from a case; clients can book, move or cancel theirs too.
3. The calendar shows your week and your team's.
4. After a meeting, mark how it went from My work.

Where to go in the app

Open these from the menu on the side of the app:

• Calendar
• My work

The same guide is in the app, under Help and support.