Calendar Meeting Templates

Advanced meeting template system for Progrid Calendar with CRM integration, customer-facing notifications, dynamic title generation, and intelligent booking workflows.

Key Features:

  • Meeting Templates - Pre-configured templates for site visits, phone calls, video meetings

  • Dynamic Title Generation - Auto-generate event titles using field codes like {customer}, {street}, {venue}

  • Unified Notifications - Email and SMS confirmations, reminders, updates, and cancellations

  • Customer RSVP - Accept/decline/reschedule buttons in emails and SMS landing pages

  • SMS Reply Codes - Customers reply “1” to confirm, “2” to reschedule, “3” to decline

  • Smart Address Auto-Fill - Populate meeting address from CRM opportunity or partner

  • Buffer Time Management - Block travel/prep time before and after meetings

  • CRM Integration - Auto-link meetings to opportunities, sync attendees and titles

  • Parent-Child Templates - Safely customize notification templates per-event-type

Quick Start

For Sales Teams

  1. Overview - Understand what the module does

  2. Creating Meetings - Create your first templated meeting

  3. Notifications - Send confirmations and reminders

  4. Customer Responses - Handle customer replies

For Managers

  1. Overview - Understand meeting templates and how they work

  2. Configuring Templates - Set up and customize templates

  3. Venue Configuration - Configure meeting types, locations, and platforms

Module Components

Core

Workflows

Support