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Create and schedule group meetings and reminders
Create and schedule group meetings and reminders

Set meetings and appointments and send reminders to entire groups of contacts at once.

Robert Moore avatar
Written by Robert Moore
Updated over 2 years ago

Now you can schedule meetings and appointments and send reminders to entire groups of contacts -- perfect for group trainings, demos and webinars, for example.


1. Go to APPOINTMENTS > Click on Create

Go to APPOINTMENTS > Click on Create

2. Set the date and time, then set meeting duration

Set the date and time, then set meeting duration

3. Give your meeting a name

Give your meeting a name

4. Enter a location or a link

Enter a location or a link

5. Enter the meeting notes, description

Enter the meeting notes, description

6. Select a List (or not)

You don't have to select an entire contact list, you can leave this blank and select contacts by tag (next step).

Select a List (or not)

7. Include or exclude contacts by tag

Include or exclude contacts by tag

And then set reminder notices as with individual meetings -- add to your calendar and send a calendar invite to the entire select group of contacts.

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