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Overview

A Meeting step lets you schedule live sessions like consultations, coaching calls, or team syncs directly within a workflow. It connects with your favorite calendar tools so you can manage availability, time zones, and participation settings in one place, making coordination easy.

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Creating a Meeting step

Step - Meeting
1

Add a new step

In your workflow, select Meeting from the available step types.
2

Enter a meeting title

Give the meeting a clear title.
Example: Weekly Check-in or Client Kickoff Call.
3

Write a description

Add context about what the meeting covers.
Example: Discuss project milestones and blockers.
4

Add a meeting link or location

  • Paste a video conferencing link (Zoom, Google Meet, Teams, etc.).
  • Optionally, add a physical location if relevant.
5

Set availability and timezone

  • Choose when participants can book this meeting.
  • Select the timezone to avoid confusion for international clients.
6

Define meeting details

  • Duration – Set length in minutes.
  • Start offset – Add buffer time before meetings begin.
  • Start date / End date – Limit when meetings are available to book.
7

Enable advanced options

  • Requires confirmation – Approve bookings before they’re confirmed.
  • Disable cancelling – Prevent participants from cancelling.
  • Disable rescheduling – Prevent participants from changing times.
  • Allow receiving feedback – Collect comments after the meeting.
  • Allow receiving rating – Gather star ratings for the session.
  • Hide in client view – Keep the meeting internal-only if needed.
8

Save the meeting step

Click Save this for later to add the meeting into the meeting templates list.
9

Apply

Click Apply to add the meeting into the workflow sequence.
10

Save

Click Save to store your workflow changes.

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Best practices

  • Use buffer times (start offset) to prevent back-to-back sessions.
  • Keep durations realistic, shorter for quick syncs, longer for deep-dive sessions.
  • Collect ratings and feedback to improve future meetings.
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