Skip to main content
Vorheriges Modul
How to use Smart Meetings
Nächstes Modul

How to use Smart Meetings

5 Minute(n) Lesezeit

With Smart Meetings, you can put all of your recurring meetings on auto-pilot. Smart Meetings automatically find the best time for two or more people to meet across everyone’s busy schedules. Create a Smart Meeting to automate a recurring meeting.

Learn more about Smart Meetings

How to create your first Smart Meeting

  1. Click Smart Meetings in the left sidebar.

  2. Click + New Smart Meeting in the upper right.

  3. Fill out the scheduling rules requested in each field (Frequency, Duration, and Ideal Time).

  4. Click Save.

Pro tip:  Smart Meetings will automatically schedule according to the organizer’s priority setting and you and your attendees' mutual availability (across timezones, if applicable). The attendee doesn't have to be a Reclaim user, but you do need to have at least free/busy visibility to their calendar, for example a coworker.

  • If an event gets booked over the Smart Meeting, Reclaim will automatically reschedule it to the next best available time for everyone.

  • By default Smart Meetings are locked at the start of each working day. To change this:

    1. Go to Settings.

    2. Click Scheduling.

    3. Click Auto-lock to lock Smart Meeting events at the start of the week.

How to replace an existing recurring meeting with a Smart Meeting

  1. You will need to delete the recurring event you own from your calendar, and replace it with a new Smart Meeting.

  2. Follow the same steps as above to create a + New Smart Meeting, add an attendee (for example, a direct report for a 1:1), and fill out your preferred scheduling details.

Once saved, Reclaim will send a one-time meeting invitation to the attendee, and start auto-scheduling the meeting.

How to reschedule a Smart Meeting in the Reclaim Planner

Right-click the Smart Meeting you created. You’ll see two options:

  • Click Reschedule to change the meeting for another time or day.

  • Click Skip to skip that meeting instance altogether.

How to reschedule a Smart Meeting in your calendar

Go to the Smart Meeting you created, and  RSVP “No.” Reclaim will find another day for this Smart Meeting.  

How to lock a Smart Meeting so it doesn't move again

Locking from the Reclaim Planner

  1. Right-click the Smart Meeting you created and click Lock. Reclaim will no longer move this instance of the meeting.

  2. Click and drag the Smart meeting to a new time. This will ‘Lock’ the meeting and Reclaim won't reschedule it again (you’ll see a Lock emoji).

Locking from your calendar

  1.  Go to the Smart Meeting you created, and  RSVP “No.” Reclaim will find another day for this Smart Meeting.

  2. Click and drag the Smart meeting to a new time. This will ‘Lock’ the meeting and Reclaim won't reschedule it again (you’ll see a Lock emoji).