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The Meetings page (Meeting Scheduler) keeps track of meetings with your leads, such as site visits, demos, and consultations.
Meeting Scheduler

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Connect Google Calendar

Connecting your calendar lets Orato:
  • Sync meetings both ways
  • Check availability in real time to prevent conflicts
  • Show all meetings in one dashboard
  • Send calendar invitations to clients
  • Send notifications and reminders
1

Open Meetings

Click Meetings in the sidebar.
2

Connect

Click Connect Google Calendar and sign in with the Google account you use for meetings.
You can skip this and connect later from settings or the Integrations page.

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Create a meeting manually

Click Create meeting manually (or the create button once you have meetings).
Schedule New Meeting dialog
Click Schedule Meeting to save.
Today’s meetings also appear in the Today’s schedule panel on the Dashboard.

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Book meetings from calls

Tell your assistant when to propose a meeting in its instructions, for example:
Then review qualified calls on the Calls page and schedule the meeting here, or let your team follow up.