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How to schedule a meeting with a non-trickle user?

You can easily invite someone who is not using Trickle yet. By sharing your availability, you allow them to join your meetings or activities without needing to be on the platform. Just follow a few simple steps to send them an invitation.

1. Start a normal meeting

  • On your homepage, tap the green circle with the Trickle logo at the bottom center.

  • Then, click "Connect"

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2. Fill in the basic details

  • Enter a title that describes the meeting.

  • If needed, add a brief description of the meeting to give more details about the meeting.

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  • Under "Host Calendar", choose the calendar account you want to host the meeting.

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

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  • At the bottom of the screen, you will see different meeting templates. Choose the type of meeting (e.g., lunch).

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  • After choosing a template, click on "Next", in the top right.

3. Set meeting details

  • If the meeting is in-person, add the location. For online meetings, toggle the video conference link option.

  • Set the meeting's duration by selecting how long it will last (e.g. 1,5 hours).

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  • Under "Constraints" click on the days you are available for the meeting.

  • Under "During" you can choose times that suit your availability (e.g. morning) based on the type of meeting you have.

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  • Once you have set your availability, click on "Next" to continue.

4. Add non-trickle user

  • If the person you want to meet with is not on Trickle, we will send your availability to the non-trickle user via email.

  • To proceed, click "Next".

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  • Select the slots you want to share.

  • Click on "Share" to send your availability to invitee.

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Email notification

  • Once you have entered your availability, Trickle will automatically send an email to the non-trickle user with your availability for the meeting.

  • Trickle wil cc you, so you can follow along.

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  • The non-trickle user can reply directly to the email, like they would with a human executive assistant.

  • Once both of you agree on a time, you can add the meeting to your calendar.

Now you are all set to invite a non-trickle user and seamlessly coordinate your meeting!

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