Schedule your meeting π
Meetings are a great way to communicate information and foster connection with your newcomer, but each meeting takes time to set up. You have to check availabilities, contact the people involved, send out invites, and add to your calendar.
With Workleap Onboarding, you can automatically schedule meetings right from your activity cards. Whether you're scheduling a coffee chat, a networking session, or a one-on-one, you can add people and set up the call in just a few clicks.
Note: Once you schedule a meeting with Zoom, the Workleap Onboarding Zoom app will be installed to your account.
All you have to do is open the Activity you need and follow these steps (See images below):
Assign roles
Sync to Calendar: click on the "Authorize" button to install Workleap Onboarding to your Zoom account.
Choose length of meeting
Choose date of meeting
Choose time
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Once you're finished you can click Send invitation (see image above) so that all assignees will receive an email inviting them to the meeting. If there are no available meeting times on a certain day, don't worry! Select a different day and more availabilities will appear.
Note: Remember to assign roles to see calendar availabilities and send invites to the right people. Don't forget to invite yourself to the meeting!
That's it! Now you're ready to use activities to create and invite your teammates to meetings.