--- title: Schedule Your First Meeting - Kenly Meetings Guide description: Learn how to schedule client meetings in Kenly with video links, agendas, and automatic portal notifications. keywords: schedule meeting, client meeting, video call, meeting setup, calendar integration ---

Schedule Your First Meeting

Why Schedule Meetings in Kenly?

• Adds meeting details to the client portal automatically
• Sends email notifications with meeting links
• Enables 24-hour automatic reminders
• Lets clients request reschedules
• Tracks meeting attendance and history
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Step 1: Navigate to Client Detail

• Click Clients in the sidebar
• Select the client you want to meet with
• Click the Meetings tab
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Step 2: Create New Meeting

Click the + Add Meeting button in the top right. ---

Step 3: Enter Meeting Details

Meeting Title (Required)

Give your meeting a clear name:
• ✅ Good: "Project Kickoff Call"
• ✅ Good: "Q1 Strategy Review"
• ❌ Avoid: "Meeting 1"

Date & Time (Required)

• Click the date picker
• Select meeting date
• Choose meeting time
• Select timezone (defaults to your organization timezone)
Pro Tip: Schedule meetings at least 24 hours in advance to ensure reminders are sent. ---

Step 4: Add Duration

Select meeting duration from the dropdown:
• 15 minutes
• 30 minutes
• 45 minutes
• 60 minutes (default)
• 90 minutes
• 120 minutes
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Step 5: Add Meeting Link (Optional but Recommended)

Paste your video conferencing link: Supported Platforms:
• Zoom: https://zoom.us/j/123456789
• Google Meet: https://meet.google.com/abc-defg-hij
• Microsoft Teams: https://teams.microsoft.com/...
• Any custom video link
How to Get a Meeting Link:

Zoom

• Go to zoom.us
• Click "Schedule a Meeting"
• Copy the meeting link

Google Meet

• Go to meet.google.com
• Click "New meeting"
• Copy the meeting link

Microsoft Teams

• Open Teams calendar
• Create new meeting
• Copy the meeting link
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Step 6: Add Agenda or Notes (Optional)

Add meeting agenda or notes: Example:

Agenda:
Review project scope and timeline
Discuss brand guidelines
Q&A session
Next steps

Please have your brand assets ready to share.

This appears in:
• Client portal
• Email notifications
• Meeting reminders
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Step 7: Save the Meeting

Click Create Meeting. ✅ What Happens Next:
• Meeting appears in client portal
• Client receives email notification
• 24-hour reminder is automatically scheduled
• Meeting link is accessible in portal
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What Clients See

In the Portal

Clients see:
• Meeting title and description
• Date, time, and duration
• Video call link (clickable)
• Agenda or notes
• Option to request reschedule

Email Notification

Clients receive:
• Meeting invitation email
• Calendar details
• Direct link to video call
• Link to view in portal
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Managing Multiple Meetings

View All Meetings

From the Clients page:
• Click on any client
• Go to Meetings tab
• See all past and upcoming meetings

Filter Meetings

Filter by:
• Upcoming — Future meetings
• Past — Completed meetings
• This Week — Next 7 days
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Common Questions

Q: Can I schedule recurring meetings? A: Not yet. You need to create each meeting separately. Recurring meetings are coming soon. Q: Can clients add meetings to their calendar? A: Yes! The email notification includes calendar details that clients can add to Google Calendar, Outlook, or Apple Calendar. Q: What timezone are meetings shown in? A: Meetings display in the client's local timezone automatically. Q: Can I edit a meeting after creating it? A: Yes! Click on the meeting and select "Edit Meeting" to update details. Q: What if the client can't make it? A: Clients can click "Request Reschedule" in their portal to suggest a new time. ---

Best Practices

✅ Include video links — Makes it easy for clients to join ✅ Add clear agendas — Clients come prepared ✅ Schedule 24+ hours ahead — Ensures reminders are sent ✅ Use descriptive titles — Clients know what to expect ✅ Add meeting notes after — Document what was discussed ---

What's Next?

• Enable automatic reminders 🟢
• Let clients reschedule meetings 🟢
• Integrate Zoom automatically 🟡
• Track meeting analytics 🟡