Meetings let you schedule calls with the people on your transactions through Calendly, without leaving LetterScript. Booked meetings show up on your Calendar next to your deadlines, and can auto-email reminders before they start.
Meetings live in two places: the Meetings panel on the Calendar page (click Meetings at the right end of the Calendar toolbar; on a phone, swipe the toolbar to its end), and the Meetings card on each transaction's People tab.
Connect Calendly
Go to Settings → Integrations and click Connect Calendly on the Calendly card. You'll authorize your own Calendly account once. Until you do, the Meetings panel and the Meetings card each show a Connect in Integrations link that takes you there.
Once connected, the Calendly card shows how bookings reach LetterScript: Real-time sync on (a Calendly webhook), or Checking every 15 minutes (the backstop, used when your plan or setup has no webhook). It also shows your Account, your number of Meeting types, a link to your Scheduling page, and Sync now and Disconnect buttons.
Schedule a meeting
Click Schedule a meeting. It's in the Your meetings card of the Calendar page's Meetings panel, and in the Meetings card on a transaction's People tab once Calendly is connected. Then fill in:
- Meeting type: one of your Calendly event types.
- Who's it with?: on a transaction, pick a person from the roster to prefill their name and email, or choose Someone else… to enter an invitee directly.
- Invitee name and Invitee email: prefilled from the person, and editable.
Click Create scheduling link. LetterScript makes a Calendly scheduling link (single-use whenever Calendly allows it) and opens Calendly in a new tab so you can pick a time. To send the link to the invitee instead, use the copy button next to it. Open Calendly reopens the link, and Done closes the dialog. When the invitee books, the meeting is recorded automatically.
To book with one person on a transaction, you can also open the ⋮ menu on their row on the People tab and choose Schedule appointment.
A meeting scheduled from a transaction's People tab is attached to that transaction. One scheduled from the Meetings panel on the Calendar page is a standalone workspace meeting, not tied to any transaction.
Meetings on a transaction someone shared with you
You can schedule on a transaction that someone shared with you, as long as they gave you Can edit access. The Meetings card and Schedule appointment appear on the People tab just as they do on your own transactions. With Can view access you won't see them — you can still read every meeting on the transaction.
A few things work differently on a shared transaction:
- You book with your own Calendly account. Connect it in Settings → Integrations first; you're never booking out of the owner's calendar, and the meeting lands on yours.
- Everyone on the transaction sees the meeting. It shows in the Meetings card and on the person's row for the owner and every collaborator, whoever booked it.
- Your own Calendar page shows the meetings you booked, not the ones other people booked on the transaction. Those stay on the transaction's People tab. The same goes for the owner: their Calendar shows theirs.
- Reminders follow the booker. The meeting is reminded under your workspace's Meeting reminders settings, and the Me (organizer) reminder goes to you, because it's your meeting. The owner's reminder settings don't apply to it.
- You can pick anyone on the transaction's roster as the invitee — they're the owner's contacts, and the share covers them. People in the owner's address book who aren't on this transaction aren't available.
- Removing a meeting from the Meetings card works for the owner and any collaborator with edit access, on any meeting on the transaction. As always, removing it from LetterScript doesn't cancel the booking in Calendly.
Where meetings show up
Once booked, a meeting appears:
- on the Calendar page's grid, next to your deadlines. The Meetings filter in the Calendar toolbar shows meetings only, and clicking a meeting that belongs to a transaction opens that transaction;
- in the Meetings panel, under Your meetings, grouped into Upcoming, Awaiting booking (links not yet booked), and Past;
- on the transaction's People tab, in its Meetings card, and as a chip on the row of the person it's with (the meeting's date and time, or Awaiting booking) when you picked that person from the roster.
In the Meetings panel and the Meetings card, a booked meeting has Join (the video link) and Reschedule, when Calendly provides them. A link that hasn't been booked yet has Open link and a copy button. Every meeting has a trash-can button that removes it from LetterScript. Removing doesn't cancel the booking: to cancel with the invitee, use Calendly's own cancel link, and the next sync reflects it here.
Calendly adds bookings to your own calendar as it always does. LetterScript's Calendar sync to Google or Outlook carries transaction deadlines, not meetings.
Meeting reminders
In the Meetings panel on the Calendar page, the Meeting reminders card sets the auto-emails that go out before every booked meeting. It's workspace-wide, across all transactions and standalone meetings.
- Two reminders are already set up for you: 1 day before and 1 hour before. Reminders are off until you turn one on, with the switch on each row.
- To add another, choose a lead time from Add a lead time… (15 minutes before, 30 minutes before, 1 hour before, 2 hours before, 1 day before, or 2 days before; each can be used once) and click Add.
- For each reminder, choose who's reminded: the Invitee, Me (you, the organizer), or both. At least one has to be ticked.
- Use Test to email yourself a sample.
A reminder is sent once per meeting per lead time. If a meeting is rescheduled, a fresh reminder is queued for the new time. These are separate from milestone reminders, which fire on transaction deadlines rather than meetings.