WBoTCRM
Tutorials / Reach customers

Meeting scheduler

Book a call with a customer, send the invitation and remind both of you before it starts.

WhereDock → Schedule → Meetings → New meeting
  1. Plan it

    Choose the chat, a Title, the date, time and Duration.

  2. Add a video link

    Paste a Meet or Zoom link, or press Create link for a free Jitsi Meet room.

  3. Reminders

    Pick Remind the customer (e.g. 1 hour before) and Remind me (e.g. 10 minutes before).

  4. Send the invite

    Press Save & send invite. The customer gets the details on WhatsApp.

  5. Your calendar

    Press Add to calendar to download an invite for Google Calendar or Outlook. Cancel meeting removes its reminders.