Booking Meetings

Meetings are a Job Type that does not create a Conflict, meaning you can book Meeting and a Jobs for the same time.

If a Meeting is related to a specific Project then you can book it against the Project, or you may prefer to create a new Project for Internal use only, to use for booking meetings.

Please Note: If you require a Quote to Confirm a Job, then you will need to select or create a Quote.

To add a meeting to the Schedule, please follow these steps:

1. Follow the steps to Book a Job from the Schedule
2. Set the Job Type as Meeting
3. Your Meeting will show on the Schedule with a black background

To create a recurring meeting, follow the steps to Schedule a Recurring Job, although all Jobs will be separate and won't actually be related.