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Schedule a new Meeting
Schedule a new Meeting

Learn how to schedule a new meeting directly through Pod

Patrick Monnot avatar
Written by Patrick Monnot
Updated over a week ago

How can I schedule a new meeting in Pod?

It's easy to create new meetings right in Pod and avoid having to jump back and forth between tabs.

The most direct way to schedule a new meeting in Pod is using the Create New dropdown at the top right of the screen.

What's great is you can access this dropdown from any screen on Pod. Clicking on the New Meeting button will open up the new meeting panel.

Here is where you can fill in a few key details

  1. Meeting name

  2. Date & time

  3. Meeting link (with the click of a button, you can add a Google Meet link)

    1. You can add a phone number or physical location if the meeting is taking place there!

  4. Description (this is what will show up on the calendar invite)

  5. Participants (will source from the synced Contacts in your CRM)

With all that inputted, just hit Save Invite and the meeting invite is set!


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