> ## Documentation Index
> Fetch the complete documentation index at: https://help.reevo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating Meeting Events

> Reevo offers multiple ways for customers to book meetings, each designed for different sales scenarios and workflows. 

These booking methods help sales teams streamline scheduling, eliminate back-and-forth emails, and automatically capture meeting data in your CRM.

There are three primary ways to book meetings in Reevo:

1. **Scheduling Links** - Share personalized booking links that let prospects self-schedule based on your availability
2. **Direct Meeting Creation** - Manually schedule meetings from within Reevo (from contact pages, pipeline stages, or the calendar)
3. **Calendar Sync** - Meetings created in your connected Google Calendar automatically sync to Reevo

All booked meetings flow into your **Upcoming Events** page in Reevo, where they're automatically enriched with contact information, company research, and recording capabilities.

## **Step-by-Step Instructions**

### **Method 1: Create and Share Scheduling Links**

Scheduling links are ideal for outbound prospecting, email campaigns, and any scenario where you want prospects to self-schedule.

1. Navigate to the **Upcoming events** page in Reevo
2. Click **Scheduling Links** in the top right corner
3. Share the link via email, sequences, or your website

See [Scheduling Links](/Conversations/Scheduling-Links) to learn how to set up and manage your scheduling links.

**What happens when someone books:**

* The prospect selects an available time slot from your calendar
* Both you and the prospect receive confirmation emails with meeting details
* The meeting appears on your **Upcoming Events** page in Reevo
* The meeting syncs to your connected Google Calendar
* Reevo automatically creates contact records for all attendees
* If auto-record is enabled, the meeting bot will join automatically

### **Method 2: Schedule Meetings Directly in Reevo**

Use this method when working with existing contacts in your CRM, especially during pipeline progression.

1. Navigate to a contact page, account page, or opportunity in your pipeline
2. Click **Schedule meeting**
3. Select the meeting participants (contacts with email addresses)
4. Choose the date, time, and duration
5. Add a meeting title and description
6. Select your conferencing provider
7. Click **Create** to send calendar invitations

**What happens after creation:**

* Calendar invitations are sent to all participants
* The meeting appears on your **Upcoming Events** page
* The meeting syncs to your Google Calendar
* The meeting is automatically linked to the relevant contact, account, and opportunity records in Reevo

### **Method 3: Sync Meetings from Google Calendar**

Any meeting you create directly in Google Calendar will automatically sync to Reevo if it meets certain criteria.

**Automatic sync behavior:**

* Meetings with external attendees (non-team members) sync to Reevo
* Reevo creates contact records for external attendees based on your activity capture settings
* The meeting appears on your **Upcoming Events** page
* You can manually enable/disable the recording bot for each synced meeting

**To manually add the recording bot to any meeting:**

1. Go to your **Upcoming Events** page
2. Click on the meeting card
3. Open the **Meeting Details** panel
4. Toggle the recording bot on or off
5. For meetings already in progress, click "Want to add it now? Click here" to join the bot immediately

**Alternative: Invite the bot via email**

You can also add the meeting bot by including its email address in the calendar invitation.

To find your bot email:

1. Go to **Settings > Meetings**
2. Copy the **Meeting Notetaker** email address
3. Add it to any calendar invitation as an attendee

**Important notes:**

* The bot must be invited via the calendar invitation to join successfully. Adding it directly in Google Meet or Zoom will not work.
* Your calendar must be synced with Reevo and the event must appear on your **Upcoming Events** page for the bot to join.
* Adding the notetaker to a meeting will create contacts and record the meeting regardless of your recording settings.

## **Troubleshooting / FAQs**

<AccordionGroup>
  <Accordion title="Can I change a scheduling link after bookings exist?">
    Yes. Existing booked meetings stay as scheduled, but new bookings will follow the updated settings.
  </Accordion>

  <Accordion title="What if a host disconnects their calendar?">
    That host's available time slots will disappear from the scheduling link until the calendar connection is restored.
  </Accordion>

  <Accordion title="Why can't I schedule a meeting from a contact page?">
    You need calendar integrations connected to create meetings. Go to **Settings > Integrations** to connect your Google Calendar.
  </Accordion>

  <Accordion title="Why is the Schedule meeting button disabled?">
    The contact must have an email address to schedule a meeting. Add an email to the contact record first.
  </Accordion>

  <Accordion title="How do recordings work?">
    With auto-record enabled, the Reevo meeting bot joins your Zoom or Google Meet call automatically and records it. The recording is then processed for transcription, AI insights, and searchable content.
  </Accordion>

  <Accordion title="Why didn't the bot join my meeting?">
    The bot can only join if the meeting appears on your **Upcoming Events** page in Reevo. Check that your calendar is synced and the event is visible. If the event is there, you can manually invite the bot by toggling recording on or adding the bot email to the calendar invitation.
  </Accordion>

  <Accordion title="Do all meetings create contact records automatically?">
    It depends on your activity capture settings. However, meetings booked via Reevo Scheduler (scheduling links) always create contacts regardless of your settings.
  </Accordion>

  <Accordion title="Can I create separate links for different meeting types?">
    Yes. Create multiple scheduling links with different durations, descriptions, and availability settings. This is a best practice for managing different types of calls (demos, discovery, support, etc.).
  </Accordion>
</AccordionGroup>

> Still have questions? [Sign in](https://reevo.ai/) and use AskReevo for instant answers or to raise a support ticket.
