Physical Meeting and Invited User Notification. Google Places Integration for Meeting Address.
With URVA, our web users will now have the ability to schedule meetings with their customers or team seamlessly.
To Schedule the Physical meeting with the team members, please follow the below steps:-
From the URVA home page> Click on the Calendar module under Operations.
Pick any user and choose the date for scheduling the meeting on the day you want to schedule the meeting.
Pick the start and end times for the meeting.
Select a mode - Physical meeting or Virtual meeting.
Fill in the location under the Location field and tag the team member in case of Physical Meeting.
Select the Collection and set a Reminder to notify them before the meeting.
Fill in the description and click on the SUBMIT button.
To Schedule the Virtual meeting with the team members, please follow the below steps:-
- Follow the Step 1 to Step 4 as mentioned above.
- Choose Virtual Meeting and then select Video Conference Mode like Webex, Jitsi, Microsoft or Google Meet.
- Then add the Meeting Id or Meeting link.
- Under Tag team option, select your team members who will join the meeting.
- Choose Collection and then choose the contact person in collection.
- Then set reminder and add description of required.
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