Scheduling a call or meeting

This guide is designed to help new users get started quickly with scheduling and managing calls and meetings using Thriwin. By following these steps, you can organize virtual meetings efficiently and keep track of your scheduled appointments.

Scheduling a Call or Meeting

Select "Call" or "Meeting" Activity

To schedule a new call or meeting in Thriwin:

1. Navigate to the "+" Button: At the top of the navigation bar, you'll find the "+" button. Click on it to open the options menu.
2. Select "Call/Meeting": In the options menu, click on the "Call/Meeting" option. This will open the form to create a new call or meeting.

By following these steps, you can easily initiate the process to schedule your call or meeting.

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Fill in Call or Meeting Details

• After selecting "Call/Meeting" to create a new call or meeting, you will need to enter the required details:
  • Title: Give your call or meeting a relevant title, such as "Sales Call with Client" or "Team Meeting."
  • Date and Time:

• Choose the date for the meeting.
• Set the time that works for both you and the participants.
  • Participants:

• Add the email addresses or select from your contacts or users in Thriwin.
  • Agenda/Description (Optional)some text
    • Add a brief agenda or description of what the meeting will be about. This helps participants prepare for the meeting.

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After entering all the required details for your call or meeting, follow these steps to confirm and notify participants:

1. Review the Event Details:
   • Double-check the title, date, time, participants, and any other details you’ve entered. Ensure that all the participants are correctly listed and that the meeting details are accurate.
2. Click “Send Invitations”:
   • Once you have reviewed the event, click on the "Send Invitations" button to send the invites to all participants. This will notify them of the meeting schedule and provide them with the meeting link or location.

By clicking Send Invitations, you will finalize the scheduling process, and the participants will receive email notifications with all the meeting details.