Scheduling a meeting
Click Schedule Meeting from the dashboard, or from within a client profile to have the client filled in automatically.
Teams Meeting
Select Teams Meeting in the Meeting Medium row and click Schedule Meeting. Prospo creates the meeting in your Outlook calendar and sends invites to all attendees. The meeting appears on your dashboard with a Join Call button.
Your Microsoft account must be connected to Prospo before you can use this. Click Connect Now when prompted and follow the sign-in steps. You only need to do this once.
If your organisation has auto-recording enabled, the recording and transcript will appear in the meeting record automatically after the call ends.
Troubleshooting
"Connect your Microsoft account" - click Connect Now and complete the sign-in flow.
"Wrong organisation" error - you signed in with a Microsoft account from a different tenant. Sign out and try again with the correct account.
Teams option not visible - your organisation may not have the Microsoft 365 connector enabled. Contact your Org Admin.
Zoom Meeting
Select Zoom in the Meeting Medium row and click Schedule Meeting. Prospo creates the meeting in your Zoom account and saves the join link to the meeting record. Cloud recording is enabled automatically and Prospo imports the recording the next time you open the meeting record.
Your Zoom account must be connected first via Settings - Integrations. The option will appear greyed out until this is done.
Troubleshooting
Zoom option is greyed out - go to Settings - Integrations to connect your account.
Zoom option not visible - Zoom may not be enabled for your organisation. Contact your Org Admin.
PC / Microphone
Use this for in-person meetings, phone calls, or any meeting you want to record manually. No setup required. Select PC / Microphone in the Meeting Medium row and click Schedule Meeting. No calendar invites or meeting links are generated.
To add a recording afterwards, open the meeting from your dashboard and click Upload from local in the Transcription panel. Supported formats are .mp4, .m4a, .webm, .mp3, .wav, .vtt, and .json.
Using Calendly instead of a fixed time
If your organisation uses Calendly, you can send a booking link to your client instead of locking in a time yourself.
- Switch the scheduling method toggle from Manual to Calendly
- Select the Calendly event type
- Click Send Invitation
Prospo emails the booking link to the selected contacts. Once they pick a time, the meeting is created automatically.
Calendly must be connected first via Settings - Integrations.