1. Manually scheduling a meeting
Want to fill in all the details yourself? Then create the meeting manually.
Here’s how:
Go to the Meetings app within the Track.
Click on Schedule a meeting.
(Optional) Select a meeting type.
Fill in the details:
Title
Start time and duration
Location (optional)
Description (optional)
Participants
Save or share?
When finalizing the meeting, you have two options:
Save only
The meeting will be stored privately and not yet visible to others. You can edit or share it later.Save & Share
The meeting is immediately shared with all selected participants in the Track.
This gives you full control over when and how you share it.
2. Scheduling directly via a scheduler
As a coach, you can also use your own scheduler to quickly book a meeting with one or more Track users (such as coachees or colleagues). This is useful for a quick availability check — no need to fill in any details.
When using your own scheduler, you'll see a list of possible attendees. These are the users within your Trackler workspace. Simply select one or more people and confirm the meeting right away.
3. Let the Trackee schedule via a scheduler
You can send a scheduler through the chat in the Track. The Trackee picks a time slot and the meeting is scheduled automatically.
To do this:
Open the chat in the Track.
Click the plus icon (+) below the message field.
Select the Meetings app and choose a scheduler from the list.
Once sent, the scheduler appears in the Track, and the Trackee can immediately book a time.
You can also send a scheduler automatically via a workflow — for example, after a form is completed or when a program starts.