How to schedule a meeting

A meeting has a time, a Space, your team, the customer side, and notes. Knowhere checks for conflicts as you build it. Managers schedule for anyone, team members schedule their own.

Steps

1. From an event, click the Meeting button in the top-right (it’s on the Overview, Schedule, and Meetings screens). The New Meeting panel opens.
2. Basics. Pick a Meeting Type (Customer, Partner, Demo, Internal, and more) and enter a Meeting Title.
3. Date and time. Set the Date, Start Time, and Duration.
4. Meeting Space. Choose a Space. Knowhere checks the Space and the time as you go, and shows a warning if something collides.
5. Meeting With. Add the customer side. Pick an organization, then check the contacts attending. To add a new guest, click Add New Contact and enter their Full Name, Email, and Title. Customer, Partner, and Analyst meetings need at least one organization.
6. Internal. Check the team members attending. Knowhere flags anyone who isn’t available at that time.

7. Status. Leave it Confirmed, or set Hold (reserve the slot quietly, no invites until you confirm). Managers can also set a Meeting Owner. More on holds in Hold a meeting slot.
8. Notes. Anything in Cal Invite Notes is included in the calendar invite.
9. Optional: turn on Repeat across event days to create the same meeting on multiple days.
10. Click Create Meeting.

If there’s a conflict

If an attendee or Space is already booked, a red conflict line appears under the time, naming who or what collides. Click Find a time to see open slots and suggested times, or go ahead and book it: while a conflict remains, the main button reads Book anyway, and the meeting is saved and confirmed as usual. More in Conflict detection & availability.

What’s next

When calendar invites are on for the event, attendees get a real invite with an RSVP link. See Meetings & calendar invites.