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Add a meeting room to an appointment

Explains how agents can assign a meeting room to an appointment

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Creating an appointment

When creating an appointment, employees can select a meeting room associated with the chosen office.

Employees can see the availability of the meeting room, considering both internal (i.e. Pexip) and external appointments.

Screen 1 Appointment Creation

Existing appointment

Employees can add, edit, or remove meeting rooms from existing appointments. This is especially useful when:

  • A customer booked an appointment through the plugin, and the employee wants to reserve a meeting room
  • Extra participants have been invited to the meeting and the original meeting room does not have the capacity, so the employee wants to assign a bigger meeting room

Meeting rooms cannot be reserved for appointment invites because the date and time of the appointment are not yet known. Without this information, we cannot confirm room availability or make a reservation.