Meetings

Meetings is your team’s calendar: site visits, customer calls and internal catch-ups, in day, week, month and agenda views. Link a meeting to a contact and it shows on their timeline. Invite colleagues, choose who can see it, and Spine reminds everyone before it starts.

Who can use meetings

Meetings is in the sidebar for Owners, Staff whose Team has Open Meetings, and Field crew. Creating meetings needs Create/edit own meetings; Field crew can see and answer meetings they’re on, but not create them. Meetings are part of the Leads & meetings module: if you don’t see Meetings, an Owner can switch the module on in Settings › Modules.

The meetings calendar in Week view, with the mini calendar, Calendars, Upcoming and Meetings by contact in the sidebar

The main ideas

• Views. Day, Week, Month and Agenda (a list of what’s coming up). The address in your browser keeps the view and date.
• Organiser. The person who created the meeting. “Own meetings” are the ones you organise.
• Contact. A meeting can be linked to a customer or vendor, or be internal with no contact.
• Visibility. A meeting is private (only you and the people you invite can see it) or visible to everyone in the organisation. Owners see every meeting.
• Invitations and responses. Invitees are told by email and in Spine, and answer Accepted, Tentative or Declined.
• Recurring meetings. A meeting can repeat daily, weekly or monthly. You can change one occurrence or the whole series.
• Reminders. Spine reminds the organiser and everyone who accepted shortly before a meeting starts.
• My Activities. Your follow-ups from contacts and leads can show on the calendar beside your meetings.

Tasks

• Schedule a meeting
• Find your way around the calendar
• Show colleagues’ calendars and your follow-ups
• Invite people and choose who sees a meeting
• Respond to a meeting invitation
• Open, edit, duplicate or delete a meeting
• Set up a recurring meeting
• Set meeting reminders

Tip

Spine’s calendar doesn’t sync with Google, Outlook or other calendars. Keep meetings with customers here so they show on the customer’s timeline.