Setting Up Team Meetings

You can set special meetings for your short term trips in ServiceReef.  Find the Meetings tab under Communications and then click on the Add Meeting button to start.  

You can title your meeting for what fits your needs (Team Retreat, Zoom Call, Packing Party, etc.) and provide other information about the meeting.  

ServiceReef will send all accepted participants a 24-hour ahead-of-time reminder.  

If you have participants from multiple time zones, we suggest that you pick the time zone where the majority of your participants reside. Here is how you can ensure the correct time zone for your meeting. Under General, select General and find Time Zone. Here you have the option to change the default time zone (your time zone for all Opportunities is set to a default of whatever time zone you selected for your Organization Preference).

Once you have the Time Zone selected, this is what the participant will see when looking at their meeting. Note that the time zone is indicated for the scheduled meetings.