Meetings and booking links

Create meetings, connect video providers, and share booking links with prospects or clients.

6 min readUpdated July 2026

Before you begin

  • Connect a calendar integration
  • Connect Google Meet, Microsoft Teams, Zoom, or another meeting provider if you need video links
  • Confirm your timezone and availability
Video walkthrough placeholder for creating meetings and using Flowforce public booking links.
Video: Meetings and booking links
Video walkthrough placeholder for creating meetings and using Flowforce public booking links.

Create a meeting

  • Open Schedule
  • Click the plus menu
  • Choose Meeting
  • Add title, attendees, time, linked record, and video provider
  • Save and confirm the meeting appears on Schedule
Create meeting form with title, attendees, date, time, linked record, and video provider.
Create meeting form with title, attendees, date, time, linked record, and video provider.
Meeting detail page showing attendees, notes, video link, and linked contact or lead.
Meeting detail page showing attendees, notes, video link, and linked contact or lead.

What you should see

A saved or booked meeting should appear on Schedule, sync to the connected calendar, and link back to the related contact, lead, deal, or listing when selected.

Common issues

  • No available times — check calendar connection and availability
  • Wrong video link — confirm the default meeting provider
  • Booking page not found — verify the link and workspace/user identifier

Ready to try this in FlowForce?

Start free — set up your workspace and follow along with this guide.

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