> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zyme.sh/llms.txt
> Use this file to discover all available pages before exploring further.

# Meeting

> Add a meeting step to your workflow to schedule and manage live sessions with participants directly inside zyme.

## 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.

***

## Creating a Meeting step

<img src="https://mintcdn.com/zyme-b6636c57/r6uaL967O4GSFv8J/images/step_meeting.png?fit=max&auto=format&n=r6uaL967O4GSFv8J&q=85&s=d712efb50461ccc6dae41f6d8d8a3e58" alt="Step - Meeting" noZoom class="inline-block rounded-lg" width="2440" height="1372" data-path="images/step_meeting.png" />

<Steps>
  <Step title="Add a new step">
    In your workflow, select **Meeting** from the available step types.
  </Step>

  <Step title="Enter a meeting title">
    Give the meeting a clear title.\
    Example: *Weekly Check-in* or *Client Kickoff Call*.
  </Step>

  <Step title="Write a description">
    Add context about what the meeting covers.\
    Example: *Discuss project milestones and blockers*.
  </Step>

  <Step title="Add a meeting link or location">
    * Paste a video conferencing link (Zoom, Google Meet, Teams, etc.).
    * Optionally, add a physical location if relevant.
  </Step>

  <Step title="Set availability and timezone">
    * Choose when participants can book this meeting.
    * Select the timezone to avoid confusion for international clients.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Save the meeting step">
    Click **Save this for later** to add the meeting into the meeting templates list.
  </Step>

  <Step title="Apply">
    Click **Apply** to add the meeting into the workflow sequence.
  </Step>

  <Step title="Save">
    Click **Save** to store your workflow changes.
  </Step>
</Steps>

***

## 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.