The PlayBooks Meetings Platform helps you schedule, plan and deliver high-value client experiences.
You'll need some basic contact details so you can send them meeting invitations and follow up emails.
Next you set up your first meeting. Give it a name, set the time and include web conference links or a physical address as the location. Add 1 - 2 Agenda Items and some notes to remind you of key questions to ask in the meeting.
Think about information you share in meetings most often. Save time by turning it into a PlayBook once so you can share it in meetings forever.
These could be your sales process, proposals, industry reports, GST or Tax filing instructions.
To find the Calendly integration settings, click your name to open the Settings Screen and follow the instructions to connect Calendly to PlayBooks.
With Calendly anytime a client schedules an appointment with you the meeting and agenda items will be automatically created in PlayBooks saving you a ton of admin time.
In Settings, click the User Profile tab. Add in your website address and upload a logo. The logo (linked to your website) will display in your Meetings and on any PlayBooks you have published in the Public Content Library.
Now your PlayBooks account is all set up, it's time to send out the invitations to your first meeting.
In Meetings, open the meeting you created earlier and click the 'Send Meeting Invite' button.
That will send each attendee an email with a link to the PlayBooks Meeting including the Video Conference or Location details you set.
They will be able to collaborate, adding agenda items, notes, attachments and action points.