Creating and sharing meeting links in your Fidu portal makes it easy for clients to schedule appointments without needing to reach out to your office.
Here’s how to do it add meeting links
1 - Navigate to Productize Menu:
Click on ‘New’.
Select ‘Meeting Link’.
If you have already integrated Calendly via the Optimize menu, your Calendly event types will be available to add.
If you don’t use the Calendly integration, you can share a URL to the event by selecting ‘Custom Meeting’.
To import a meeting type from Calendly, simply click ‘Import’.
The meeting link is now ready to be shared with clients within your Fidu portal.
There are two ways to share meeting links with clients
1 - Via the Meetings Page. To enable this:
Navigate to Account Settings.
Go to Navigation.
Ensure the Meetings page is enabled for all clients across your platform.
2 - Add Meeting Links to a Page:
Navigate to the Systematize menu.
Create a new page or use an existing page.
Click ‘Add from Library’.
Select the meeting link you want to add.
Click the check mark and then ‘Save’. The meeting link is now available for every client that has access to this specific page.
Now your clients have a seamless, hassle-free way to connect with you and free up your staff (or you) from having to play keeper of the calendar.