Add online meeting details

Integrations · Updated Sep 11, 2026 4:24 AM UTC

Online meeting links help when the work begins with a remote consultation.

How to use it

Review meeting settings in Integrations and the appointment's meeting controls. Choose the configured provider or add the supported meeting details, then verify the customer-facing appointment information.

Example

Arrange a video consultation before creating the final estimate for a large project.

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Need a hand?

If something does not match your screen, check your workspace role and plan, then include the page or app version when opening a support ticket. Never include a password, API key or payment-card details.