Schedule a Meeting with a Contact

When you open a contact, you can book a call with them in one click. Voiset adds the person to the participants for you.

1. Open the contact

1. Click Users in the left menu and open the Contacts tab.
2. Click the person.

2. Schedule the meeting

Click Schedule a meeting at the bottom of the card.

The call form opens with the contact already in Participants.

3. Finish the call

1. Choose the platform: Zoom, Google Meet or Teams.
2. Click the date and time and pick a slot. The best time to call suggests free slots.
3. Type or dictate the topic.
4. Click Create call.

More details in Create a Meeting.

Keep notes about the meeting

After the call, add a highlight to the contact: what you discussed and what comes next. See Contact Card.