top of page

How to schedule a meeting with the "Connect" feature?

Scheduling meetings can sometimes be tricky, but the trickle app makes it easy with its Connect feature. Trickle helps you plan meetings smoothly, whether they are in-person or online. In this guide, we will show you step-by-step how to set up a meetings, add participants, and choose your availability.

  • On your homepage, look for a green circle at the bottom center with the trickle logo.

  • Click on the logo to open the Connect feature, by clicking on "Connect".

1. Access Connect flow

Schermafbeelding 2024-10-14 084749.png
Schermafbeelding 2024-10-14 085128.png

2. Start a new meeting

  • Enter a title that describes the type of meeting you want to schedule.

  • If needed, add a brief description of the meeting to provide more context.

Schermafbeelding 2024-10-14 085750.png
  • Choose the account you want to use for scheduling this meeting under "Host calendar".

    • If you do not see the email adress or account you want to use, you will need to add a calendar account first, see - how to add a calendar account.

Schermafbeelding 2024-10-14 091524.png
  • At the bottom of the screen, you will find options to choose from various meeting templates. Select the type of meeting (e.g., at the office).

Schermafbeelding 2024-10-14 094847.png
  • After selecting a template, click on "Next", in the top right corner, to continue.

3. Set meeting details

  • If the meeting is in-person, enter the location. If the meeting is online, toggle on the video conference link option.

  • Specify how long the meeting will last by selecting the duration.

Schermafbeelding 2024-10-14 101417.png
  • Under "Constraints" click on the days you are available for the meeting.

  • Under "During" you can select when you are available (e.g., working hours, morning, or afternoon) based on the type of meeting you have selected.

Schermafbeelding 2024-10-14 102555.png
  • Once you have set your availability, click on "Next" to continue.

4. Add participants

Inviting a trickle user

  • To invite someone to the meeting, click on "Add contacts" at the bottom left.

Schermafbeelding 2024-10-14 103720.png
Schermafbeelding 2024-10-14 105005.png
Schermafbeelding 2024-10-14 112930.png
  • ​After adding all participants, proceed by clicking "Next".

Inviting a non-trickle user

  • If the person you want to meet with in your contact list does not use trickle, we will send your availability via email to that non-trickle user.

  • To proceed, click "Next".

Schermafbeelding 2024-10-14 114016.png
  • Fill in the days and times you are available.

  • Click on "Share" to send the availability to the non-trickle user.

Schermafbeelding 2024-10-14 115319.png

5. Finalize meeting date and time

  • Choose the date and time for your meeting from the calendar.

  • Once you have selected the appropriate date and time, click 'Next'.

Book meetings.png
  • You will see a summary of your meeting details.

    • If you need to make changes, click the arrow on the top right corner,  to go back and edit the details.

1.png

Congratulations! You have succesfully scheduled a meeting using the Connect flow feature on the trickle app.

bottom of page