Easily create, schedule, share, and manage meetings with Doplac CRM.
Step 1: Create a New Meeting Type
- Go to the 'Meeting Booking' section in your Doplac CRM account. Click "Event Types" and then "Create Meeting Type."
- Name your meeting (e.g., Campaign Planning).
- A default URL will appear. Customize it if needed, or leave it as is.
Step 2: Set Meeting Details
Write a meeting description (under 220 characters)
Set the host (your account is the default). You can also assign a team member.
Decide if you want attendees to be able to invite guests.
Choose a host designation (e.g., "Project Manager").
Select your meeting duration (e.g., 15 minutes).
Pick your communication tool (e.g., Google Meet).
Click "Save and Continue" after reviewing the details.
Step 3: Set Your Availability
Select the days and times you’re available for meetings.
Set your time zone.
Click "Save and Continue".
Step 4: Share the Meeting Link
Copy the meeting URL generated for your meeting type.
Share this URL with clients or others who need to book a meeting.
How Clients Schedule Your Appointments
Client client clicks the URL you shared. This will open a booking page. They pick an available date and time. They fill out their name and email, and click "Schedule Event".
Confirmation
A meeting will be confirmed on your Doplac dashboard.
An email confirmation will be sent to the client.
View Your Bookings
The dashboard will initially show upcoming events. Click "Past" or "Canceled" to view those events.
Use the dropdown menus to filter your bookings by:
Meeting Types Location
- Calendar
