Calendar and Meetings

Calendar and Meetings

The Calendar and Meetings modules help you schedule, manage, and track meetings with customers and team members.

Calendar

Navigate to Calendar in the sidebar to view your schedule. The calendar shows:

• Meetings you have scheduled or been invited to.
• Tasks with due dates.
• CRM Events — deal close dates, follow-up reminders.

Switch between Day, Week, and Month views using the toggle at the top.

Scheduling Meetings

1. Go to Meetings in the sidebar.
2. Click New Meeting.
3. Enter:

• Title
• Date and time
• Duration
• Attendees (team members and/or external contacts)
• Location or video link
• Notes / Agenda

1. Click Schedule.

Attendees receive an email invitation with calendar (.ics) file attached.

Booking Links

Create a public booking link that lets external contacts schedule meetings with you:

1. Go to Meetings > Booking Links.
2. Click New Booking Link.
3. Set your available hours.
4. Choose meeting duration options (15 min, 30 min, 60 min).
5. Copy the link and share it via email, WhatsApp, or your website.

When someone books, the meeting appears on your calendar and a contact record is created (or updated) in the CRM.

Video Meetings

WRRK integrates with:

• Google Meet — Automatically generates a Meet link for scheduled meetings.
• Zoom — Connect your Zoom account to generate Zoom links.
• Microsoft Teams — Generate Teams meeting links.

Configure video integrations at Settings > Integrations > Video.

Meeting Notes

After a meeting:

1. Open the meeting from your calendar.
2. Click Add Notes.
3. Write your meeting notes. They are automatically linked to the relevant CRM contact.
4. AI can summarize your notes and suggest follow-up actions.

Tips

• Share your booking link in email signatures for easy scheduling.
• Use the Calendar view to spot scheduling conflicts before they happen.
• Link every meeting to a CRM contact for a complete interaction history.