Create video meetings, share join links, send invitations. Every one is ready to run, and you can adjust it in plain language.
Resend client meeting invites when a booked video link changes.
Guests get the current video link in their meeting invitation, and you get an email showing what changed.
Send an added client the current consultation link.
Your new guest gets the current meeting time and joining details by email, while you get a confirmation without emailing the other guests.
Get client meeting transcripts in your inbox before writing minutes.
Your meeting transcript reaches the organizer's inbox with timestamps and speaker labels, ready for review before you write minutes.
Add video links to virtual client meeting invitations.
Your guests get updated invitations with a video link, and you get an email explaining the fix when a virtual appointment needs one.
Book recurring client check-ins at one open time.
Get a recurring meeting that fits your calendar throughout the series. Your guests receive invitations, and you receive the confirmed schedule.
Add video links to client meeting invitations and update attendees.
Your guests receive a calendar update with a joining link when you mark an invitation “Video meeting” and choose a supported video service.
File client session decisions with the original audio.
Your in-person meeting notes land in a searchable team library. Decisions and follow-ups stay linked to the recording.
File client decisions and agreed actions from recorded meetings.
Find your meeting decisions and next steps in a searchable note, with the recording link alongside them.
Save client discussion and agreed next steps after each call.
Your team can find decisions and follow-ups from recorded online meetings in the notes library they already use.
Save client discussion notes under the scheduled meeting.
Get searchable meeting notes without another guest joining the call. Your private calendar keeps the recap and recording link together.
Refresh client meeting invitations with the current joining link.
Your guests get the current meeting invitation link when you change a scheduled video meeting, while uncertain matches come back to you for review.
Add a joining link to each booked client consultation.
You and your client get the same joining link in the updated invitation for a video appointment.