Meetings & Booking

Booking calls, availability, calendar handoffs, video links, and meeting notes.

Support category

Meetings & Booking articles

Booking calls, availability, calendar handoffs, video links, and meeting notes.

Booking Calls2 articles

How do booking calls work in ORCHESTRIS beta?Booking calls are designed to collect call details, place the call on the right person's calendar, send invite information, and make the call accessible from ORCHESTRIS.For Workspace admins, Staff, HostsHow do I add a planning-call option for clients?A planning-call option should let a host book a call from the portal and route that call to the correct assigned staff member or team workflow.For Workspace admins, Staff, Hosts

Availability2 articles

How do I set availability for booking calls?Availability controls when booking calls can be offered. Workspace admins can set general availability and later connect team calendars for more accurate booking windows.For Workspace admins, StaffHow do calendar connections affect booking availability?Connected calendars should help ORCHESTRIS avoid showing call times that conflict with existing calendar events once calendar integration is enabled for that workspace.For Workspace admins, Staff

Calendar & Video1 article

How do video meeting links work during beta?Video meeting links should let the assigned user and invitees join the call from the ORCHESTRIS calendar, dashboard, or invite details when that meeting feature is enabled.For Workspace admins, Staff, Hosts

Meeting Notes1 article

How do meeting notes and action items work?Meeting notes are intended to summarize calls, preserve decisions, and create action items that can be linked back to events, clients, or CRM records.For Workspace admins, Staff, Hosts