Meetings

Use Meetings to schedule workspace meetings, invite teammates (and external guests by email), connect a workspace Zoom or Google Meet account, and set one reminder before start.

Access

• Workspace must have the Meetings module installed (included by default; requires Calendar).
• Your role needs meetings.view (and create / update / delete for edits).
• Connecting Zoom/Google requires meetings.manage_integrations.

Visibility

Role	What you see
Staff (no view_all)	Meetings you created, host, or are invited to
Owner / Admin / Manager (meetings.view_all)	All workspace meetings

Invitees use the Meetings list/detail as their source of truth. Calendar shows the host’s projected event (Calendar ACLs remain organizer-scoped).

Schedule a meeting

1. Open Meetings from the CRM sidebar section.
2. Click New meeting.
3. Enter title, start/end (times use the workspace Timezone from Settings → General — same zone as Daily Reminder Time, task/follow-up dues, and attendance), optional agenda.
4. Choose a provider:
   • None — optional manual join URL
   • Google Meet / Zoom — requires a connected workspace account
5. Add internal invitees and optional external guests (Name <email@domain> per line).
6. Optionally set one reminder (15 minutes, 1 hour, 24 hours, or custom minutes before start).
7. Save.

Host defaults to you. Users with meetings.assign_host can reassign the host.

Connect Zoom or Google Meet

1. Open Meetings → Integrations (owners/admins with meetings.manage_integrations).
2. Click the info icon next to Zoom or Google Meet for step-by-step setup (create the provider OAuth app, required scopes, and how to connect in EloSync).
3. Create an OAuth app in Google Cloud / Zoom Marketplace for your organization.
4. Paste the shown OAuth callback URL into that app’s redirect settings (copy from Integrations or the setup guide).
5. For Zoom, add scopes meeting:write:meeting, meeting:read:meeting, meeting:delete:meeting, and user:read:user (missing write → create error 4711; missing delete → remote cancel fails while EloSync still cancels locally).
6. For Google, enable the Meet API and register a localhost or HTTPS redirect URI (Google rejects http://*.test). Meet creates a joinable space link (not a full Calendar conference).
7. Save your workspace Client ID and Client secret (optional webhook secret is reserved for a future native webhook integration).
8. Click Connect account and approve access with the workspace Google/Zoom user.

Staff then schedule using those workspace connections — not personal accounts or platform-wide keys.

If a selected provider is not connected, scheduling with that provider is blocked. If you change Zoom/Google scopes later, disconnect and connect again so a new token is issued.

Reminder

Creators can set one reminder offset. At that time, the creator, host, and invitees receive an in-app notification and web push (when subscribed). Meeting emails (invite, update, cancel, reminder — including external guests) are optional and off by default; enable Meeting events under Settings → Notifications. Completing, cancelling, or rescheduling the meeting updates or cancels the pending reminder.

Complete, cancel, and delete

• Mark as completed — keeps the record, sets status completed with completed_at. Pending reminders stop. The Calendar projection stays as a historical scheduled event (Calendar does not use a completed status). Remote Zoom/Google links are left as-is.
• Auto-complete — every five minutes, scheduled meetings whose end time has passed are marked completed automatically (same outcome as Mark as completed).
• Cancel — keeps the record, marks status cancelled, cancels the Calendar projection and pending reminder. Remote Zoom/Google delete is best-effort: if the provider rejects delete (often missing meeting:delete:meeting), the meeting stays cancelled in EloSync and provider_sync_error explains the remote failure.
• Delete — soft-deletes the meeting and removes the Calendar projection (same best-effort remote delete).

Completed and cancelled meetings cannot be edited, reassigned, cancelled, or completed again. Use list filters Upcoming, Completed, and Cancelled to find them.

Settings

Workspace Settings → General includes Default meeting provider (meetings_default_provider: none | google_meet | zoom) used to preselect the schedule form.