Collaborate with your clients to create Game Plans in every meeting.
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. Then add the email addresses for all participants you wish to invite to 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.
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, Team Management you can invite your colleagues to join your PlayBooks Account. That means as a business you'll have just the one subscription for everyone.
And soon you'll be able to share PlayBooks between team members, building out a company library of expertise anyone can use in meetings.