Docs/Meetings/Join a meeting

Join a meeting

Getting from the calendar to the call in two clicks, no link-hunting required.

Every confirmed meeting comes with a Google Meet link generated automatically at the point of booking. When it's time for the call, two clicks gets you from the calendar to the session — no copy-pasting links, no digging through your inbox for the invite.

Joining a Meeting

1

Find it

Spot the green Confirmed block on the calendar, pick it from the "Up next" list in the sidebar, or search by lead name.

2

Click to open its details

Any of those opens the same details card — title, time, lead, and campaign.

3

Click Join Meet

Shown only on Confirmed meetings that have a Meet link. It opens Google Meet in a new tab, ready to go.

4

Start the conversation

The lead joins from the same link in their confirmation email — pick up the relationship right where the emails left off.

No setup required

The Google Meet link is unique to each booking and generated automatically at confirmation. There's no manual meeting creation, no shared link management — just click and join.