> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tryorato.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Meetings

## Overview

The **Meeting Scheduler** is Orato's built-in tool for managing client meetings. When an AI Assistant qualifies a lead and books a follow-up during a call, the meeting automatically appears here. You can also schedule meetings manually at any time.

<Frame>
  <img src="https://mintcdn.com/oratoinc/p17B-McT_jBLUIPP/images/Meetings.png?fit=max&auto=format&n=p17B-McT_jBLUIPP&q=85&s=53ed4445f42490b1ee0cd8d3b1e6dec3" alt="Meetings" width="1515" height="687" data-path="images/Meetings.png" />
</Frame>

***

## At a glance

Three stats are shown at the top of the Meetings page:

<CardGroup cols={3}>
  <Card title="Total Meetings" icon="calendar">
    All meetings created — automatic and manual
  </Card>

  <Card title="Scheduled" icon="clock">
    Upcoming meetings yet to take place
  </Card>

  <Card title="Completed" icon="check-circle">
    Meetings that have already happened
  </Card>
</CardGroup>

***

## Two ways to view meetings

<Tabs>
  <Tab title="List View">
    A table of all meetings with the following columns:

    | Column              | Description                                            |
    | ------------------- | ------------------------------------------------------ |
    | **Meeting Details** | Title and scheduled date/time                          |
    | **Type**            | `GENERAL` or `Calendar Event` (from external calendar) |
    | **Duration**        | Meeting length in minutes                              |
    | **Attendees**       | Number of confirmed attendees                          |
    | **Status**          | `CONFIRMED`, `PENDING`, or `CANCELLED`                 |
    | **Actions**         | Options to reschedule or cancel                        |

    Use the **Search**, **All Status**, and **All Sources** filters to find specific meetings.
  </Tab>

  <Tab title="Calendar View">
    A visual calendar showing all upcoming and past meetings by date. Click any meeting block to see its details and take actions.

    Toggle between List and Calendar using the **List / Calendar** buttons at the top of the page.
  </Tab>
</Tabs>

***

## Scheduling a meeting manually

<Steps>
  <Step title="Click Schedule">
    Click the **+ Schedule** button (top right of the Meetings page).
  </Step>

  <Step title="Fill in the meeting details">
    <Frame>
      <img src="https://mintcdn.com/oratoinc/p17B-McT_jBLUIPP/images/Meting-Details.png?fit=max&auto=format&n=p17B-McT_jBLUIPP&q=85&s=5fab86acbf8cfd731ca383679a4fad12" alt="Meting Details" width="466" height="550" data-path="images/Meting-Details.png" />
    </Frame>

    | Field             | Description                                                        |
    | ----------------- | ------------------------------------------------------------------ |
    | **Select Lead**   | Link this meeting to an existing lead in your system               |
    | **Meeting Title** | Descriptive name, e.g., *"Property Viewing - Andheri West."*       |
    | **Description**   | Brief notes on the meeting's purpose                               |
    | **Date & Time**   | When will the meeting take place                                   |
    | **Duration**      | Length in minutes (default: 60 min)                                |
    | **Location**      | Physical address or video call link (default: *"To be confirmed"*) |
    | **Meeting Type**  | Consultation, General, or other types                              |
  </Step>

  <Step title="Click Schedule Meeting">
    The meeting is created and visible immediately in both List and Calendar views.
  </Step>
</Steps>

***

## Connecting your calendar

Click **Calendar Connected** (top right) to sync Orato with Google Calendar or Outlook.

Once connected:

* Meetings booked during calls sync to your calendar automatically
* New meetings in Orato appear in your calendar in real time
  * Orato checks your availability before booking, preventing double bookings

<Note>
  To connect your calendar, go to **Settings → Calendar** and authorise Orato to access your calendar account.
</Note>

***

## Meeting templates

Click **Templates** (top right) to save reusable meeting structures. A template pre-fills the meeting type, duration, location, and description, so you don't have to enter the same details every time.

Useful for recurring meeting types like:

* *30-min Discovery Call*
* *60-min Product Demo*
* *15-min Follow-up*

***

## How meetings get booked automatically during calls

<Steps>
  <Step title="The assistant qualifies the lead">
    During a call, your assistant follows the instructions and determines the lead is ready for a meeting.
  </Step>

  <Step title="The assistant checks your calendar.">
    With your calendar connected, the assistant fetches available time slots in real time.
  </Step>

  <Step title="The caller picks a time">
    The assistant offers 2–3 available slots, and the caller confirms one verbally during the call.
  </Step>

  <Step title="The meeting is created instantly.">
    The meeting appears on Orato's Meetings page and on your connected calendar the moment the call ends — no manual steps needed.
  </Step>
</Steps>

<Tip>
  To enable automatic meeting booking, connect your calendar in **Settings → Calendar** and ensure your AI Assistant's instructions include booking logic.
</Tip>

***

## Next steps

<CardGroup cols={2}>
  <Card title="Conversations" icon="messages" href="/conversations">
    See the calls that led to meeting bookings
  </Card>

  <Card title="AI Assistants" icon="robot" href="/ai-assistant">
    Configure your assistant to book meetings during calls
  </Card>
</CardGroup>