Creating a Group Meeting Poll Meeting Type

Calrik lets you create a Group Meeting Poll Meeting type in 3 simple steps:

1. Define your group meeting poll meeting type details
2. Pick the date and time slot
3. Share your meeting type

1. Define your 1:1 meeting type details:

• Click on Create New Meeting. Select Group Meeting Poll meeting type

• Calrik will take you to create your custom group meeting poll meeting type and you can fill in the necessary details. Starting with basics, give a Meeting Title, that clearly defines the meeting agenda.
  

• Select the location of the meeting. The location can be:
• Phone call
• Place
• Your connected Zoom account
• Your connected Google Meet account
• Your connected Microsoft Office account
• Your connected GoTo Meeting account
• Custom details

 Here we have chosen the Google Meet connected account.

• Select the category of the meeting type according to the nature of the meeting.

• Write a small brief about the Agenda/Description explaining the purpose of the meeting. This is an optional section.

• Add Invitees section is used when you already know the person with whom you have to take a meeting. You can mention their name or email id.

• If you do not know your invitee, then the next section talks about the details that you require the invitee to fill in for authentication purposes. The 2 pre-defined fields are Name and eMail which are by default marked as compulsory. You can add more fields by clicking the Add New Input Field, as per your requirement. Here you have to mention the question/information you require to know beforehand from the invitee.

• After Confirmation Action section is given when you have to redirect your invitee to an external website or a particular webpage once the meeting has been scheduled. This is used to give more information to the invitee before the meeting so they are on the same page.

• Once you have filled in these details, click on Next

2. Pick a Date & Time Slot
In this step, you have to select the meeting duration, available date, and time slots in which the meeting can take place, and then there is an option where you can ask the invitees to vote for their preferred time date slot for the meeting. A group poll will be created from this data and sent to invitees.

• To start with, pick the time duration of the meeting. You can even define a custom time duration as per your requirement. 

• Next, you can limit the maximum number of people involved in the meeting by putting a cap on the maximum number of invitees allowed for the meeting. This is an optional section.

• To conduct a group meeting poll, you have to define the date and time when the invitees can vote in the group meeting poll. This is an optional section.

• Once the date and time have been selected accordingly, then click Create Meeting.