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CRM - My Meetings

Simplify scheduling with Growth IQ My Meetings—create booking links, sync calendars, and automate reminders to manage appointments efficiently.

📖 How to Access Calendar Settings

Purpose

My Meetings in GrowthIQ makes scheduling simple for both you and your customers. It allows prospects and clients to book time with you easily, while automated confirmations and reminders help reduce no-shows. Every meeting is automatically linked to the relevant contact or opportunity in your CRM, so your team always has full context and nothing falls through the cracks.

Included Features

  • Personal & Team Booking Links
  • Availability settings and time-off blocks
  • Calendar sync (Outlook/365/Google Calendar)
  • Multi-host events (up to 5 team members)

How to Use My Meetings

  1. Access Dashboard → CRM → My Meetings
  2. Connect Calendar → Microsoft Outlook/365/Google Calendar → grant access
  3. Configure Availability → working hours, meeting buffers, time-off
  4. Create Booking Link → Personal or Team → set meeting details → save and share
  5. Share Booking Link → via email, social, website; bookings sync to CRM

FAQs

Q: Can I set different meeting durations?
A: Yes, per booking link.

Q: How many hosts per event?
A: Up to 5.

Q: Do I need special access for Outlook/Teams?
A: A Microsoft 365 account is required.

Q: Which video link is used for multi-host meetings?
A: Generated by the conferencing provider.