Allow clients to schedule meetings from the client app

  • Give an option to schedule a meeting directly from the client app.

  • Allow the advisor to select a default meeting type for clients and default participants.

  • Allow the advisor to override the meeting type for specific clients.

  • Allow the client to schedule the meeting, creating the invitation and link, and showing the link on screen for the client to click to view and schedule.

  • Prevent the invitation email from being sent at the same time?

Please authenticate to join the conversation.

Upvoters
Status

In Review

Board

πŸ’‘ Feature Request

Date

Over 1 year ago

Author

Miguel Fernando

Subscribe to post

Get notified by email when there are changes.