Calendar Integration | Create a Meeting

Leadr uses your calendar as the source for all calendaring functionality. Meaning, that all edits to your meetings, whether created in your calendar or in Leadr, will be edited through your calendar event for that meeting.

Creating your Meeting in your calendar

Schedule a New Meeting

1. From within your External Calendar, select "+Create" or double-click into the time slot, or create a meeting in the top left of your screen

2. Next, add a Meeting Title, Start Date, and Time. If this meeting reoccurs, use the "Does not repeat" drop-down to set up a recurring sequence

3. Navigate to "Guests" or "Add Participants" to add another Leadr user

4. If video conferencing is turned on, leave it as-is, remove or copy the sharable link into the "Location" field for it to pull into the Leadr meeting

5. With your Meeting details and participants added, select "Save"

6. Now, navigate to app.leadr.com and select your "Meetings" tab, then select "Review Meetings"

7. Locate the Meeting in the "Meetings in Calendar" tab and then select "Add Agenda"

8. Then select the Meeting type

Link a Team

When importing a Team Meeting into Leadr you will be given the option to link the meeting to a Team

Linking to a Team allows corresponding Team Goals to pull into the Team Meeting, similar to a one-to-one meeting.

For The Leadr Advantage, goals can be categorized by Thematic, Defining, and Standardized Objectives. See the goals article for information on creating these goal types.

Video Walk-Thru

FAQ

1. A meeting on my calendar is not showing up

• Was this meeting created by someone else? If so, then that person is responsible for bringing this meeting into Leadr. You will only be able to bring meetings you have created into Leadr.
• Is there another Leadr user included in this meeting? If not, the meeting won't pull into Leadr. Leadr only recognizes meetings with other Leadr users.
• Does your calendar email match your Leadr login? If not, meetings will not sync correctly. It is imperative your Leadr login matches the email you use for your calendar events.

2. What is the best way to schedule meetings for twice a month (1st/3rd or 2nd/4th)?

• Calendar integration will support any recurrence pattern that is supported by the pattern. Since this cadence is not an option within your calendar, it will require two separate meetings:
• Create the first monthly series on the calendar.
• Import it into Leadr.
• Confirm that the event in the calendar has the link to the Leadr Meeting.
• Create the second monthly series on the calendar. Do not import it.
• Once the Leadr reference numbers appear in the second calendar event, replace the entire description, including the reference numbers, of the second calendar event with the description from the first calendar event

3. Can I move a meeting I set up as a 1:1 into a Team meeting?

• You will not be able to move any meetings you have created, to another type of meeting. For example, if you have a 1:1 with Bob, you cannot go back and edit that meeting to be with Sarah or reassign ownership to another user, you would have to create a new meeting series.
• This is done intentionally to help keep the 1:1 meeting highly relational. If unsure whether a meeting will include additional participants, select "Team Meeting"

4. Can I turn a one-time meeting into a reoccurring meeting?

• Yes, you can now take a non-reoccurring meeting and turn it into a series through the synced calendar event.

5. As a limited access user, can I connect my calendar to Leadr?

• No, you will. not be able to connect your calendar to Leadr as a limited access user, this is because limited access users cannot create meetings in Leadr. To create meetings in Leadr, you have to be a full member.