Okay, you integrated your calendar with Leadr, and a new blue box is on your meetings homepage; now what?
For starters, you need to begin using your calendar integration by syncing previously created Meetings in Leadr and scheduling a new meeting within your calendar. Note that the calendar integration will not function at full capacity if these steps are skipped.
Don't see the blue calendar box in Leadr? Use one of these articles to set up your calendar integration.
Adding Leadr Meetings
To begin, you will need to sync previously scheduled Leadr meetings by following the steps below. Once completed, newly scheduled meetings in Leadr will automatically sync with your calendar and send calendar invites to participants.
With your calendar set up, now it is time to review your meetings. Select the blue Calendar box to begin reviewing Meetings In Leadr. Note, Meetings in Calendar tab will be empty; previously scheduled meetings in your calendar will not sync.
Meetings in Leadr will show a list of all meetings you created, which now can be added to your calendar with a click of a button! Select Add To My Calendar to see your Leadr meetings on your synced calendar.
IMPORTANT: A duplicate meeting will populate if the meeting already exists in your external calendar. For successful synchronization, you must delete the calendar invite previously created.
Within your external calendar, locate the duplicate invite, then delete the meeting that originated from your calendar; KEEP the meeting that offers the link to Leadr and text, similar to this:
Adding Calendar Meetings
To help avoid an influx of past meetings, busy events, or third-party meetings, Leadr excluded calendar meetings scheduled before integrating. You will begin to see Leadr Calendar Meetings after scheduling new meetings with Leadr participants.
When a meeting originates within Calendar, you will see a banner within Leadr asking to Review Meetings
Ensure Meetings in Calendar is selected, then locate the meeting created in your calendar. Select one of the available icons:
Add as 1:1 used if the meeting is between you and one participant and recurs
Add a One-Time 1:1 used if the meeting is between you and one participant and does not recur
Add as Team Meeting used if the meeting is scheduled with you and one participant but in the future may include more participants. Or for meetings with three or more participants.
Ignore used if the meeting does not need to be in Leadr
After you Add to Leadr, the meeting will populate as a new meeting tile in Leadr for you and all participants. Note, skipping this step will prevent you and all participants from seeing the Meeting in Leadr, as only the creator can Add to Leadr.
Adding a Virtual Location (Zoom/Teams)
Microsoft Teams can override our calendar integrations description which can result in sync errors. When creating or editing within your Microsoft calendar, ensure Teams is toggled off. In some Organizations, Microsoft Global Administrators have enabled Teams to be "toggled on" at all times, so keep this in mind when making updates.
This does not mean a virtual Teams meeting link cannot be included in the Meetings location field within Leadr. To have a Teams meeting link included, see below:
Similar to Microsoft Teams, Zoom Meetings must also be included in the Location Field within the calendar invite. If the Zoom Meeting is listed only in "Video Conferencing" it will not pull into Leadr's location field. Watch the video below for more information:
That is it! You are officially ready to (re)begin scheduling those effective and engaging meetings! Consider setting a goal of meeting someone new within your organization once a month.