Scheduling
Meetings

The scheduling feature inside Intelligent Outreach allows you to create, manage, and share meeting eventsdirectly with investors. All scheduling takes place within the built-in FE Capital calendar.

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Accessing the Calendar

  • Click the Calendar button located at the top of Intelligent Outreach

  • The screen displays upcoming scheduled meetings

  • To create a new event, select New Event

Creating a Meeting Event

  • Add a description of what the event is for

  • Set the duration to 30 minutes or another preferred length

  • Add a buffer period to prevent back-to-back meetings

  • Enable email and text message reminders

  • Confirm host details and create the event

Sharing the Meeting Link

  • Once created, copy the meeting link from the event screen

  • Insert the link into your investor outreach email

  • When a recipient clicks the link, they can schedule directly

  • Confirmed meetings appear on your calendar automatically

The scheduling feature enables quick meeting setup and easy sharing of booking links with investors. Events created inthe IntelligentOutreach calendar appear instantly in your meeting list and can be shared directly through outreach emails.

Need help?

Contact our support team and get the help you need.

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