# Open a meeting, change it, and keep notes on it > In SkedX CRM Calendar, opening a meeting shows the same form as New meeting, filled in, and every field can be changed in place: who it is with, how (video, phone or in person), where (the join link with Copy link, or the address — an in-person address can be searched), when and how long, and the people. People are in two boxes, Required and Optional; type a colleague, a team (it joins as one chip), a record or an email, or paste a list of addresses. Each person shows their answer: a tick for accepted, a dot for no answer yet, struck through for declined. Under the boxes, the count line has Message the n, which sends the invite again to everyone who has not answered (it asks first; once an hour). Any change shows a save bar — Save, and everyone on the meeting gets the update; Discard puts it back. Nothing reaches the guests until you save. At the top, Join opens the call, Cancel meeting asks once and takes it out of everyone's calendar, and WhatsApp and Email reach the person — each shown only when it works (WhatsApp connected in SkedX Flow and a phone number; your own mailbox, company SMTP or own domain and an email address). The Description holds your own words and, for a booked meeting, the visitor's note and answers from the booking. Under the form is the meeting's Activity — the same as a task's: All, Notes and Changes, notes as messages (@ a colleague to tell them), and the changes as quiet lines: booked, people added or removed, rescheduled, answers. Sending invites is never listed. After the meeting, the panel asks How did it go? — Went ahead, Reschedule (it opens When) or No-show — with follow-up tasks that land on the Tasks board and a line about what happened; it goes on the person's timeline. A booked meeting also says what was paid, and for a team link who the round-robin chose and why, with Hand over › to a colleague who is free then. A meeting never invited says Not invited yet, with Send the invite. Voice and video notes come with the new Tasks; until a company has it, notes are typed, with files and @ mentions. Every time is shown in your own time zone from Your account. Product: SkedX CRM · Topic: Calendar · Draft — steps not yet re-verified in the live product A meeting is a conversation on the record — so it opens like one: what was agreed, who is coming, and the notes around it, all in one place you can change. ## Step 1: Open the meeting In **Calendar**, click the meeting. It opens as its own form: the title with its pencil to rename it, the time, and at the top **Join** and **Cancel meeting**. **WhatsApp** and **Email** reach the person — each shows only when it works for you. Open it directly: https://crm.skode.ai/calendar ## Step 2: Change the time, the length or the place Click **When** for the date and time picker, change **Duration**, or change **How** and **Where**. Copy link puts the join address on your clipboard to send to anyone. A change shows the save bar: **Save**, and everyone on the meeting gets the update; **Discard** puts it back. ## Step 3: Add people, and see who is coming Type in **People** or **Optional**: a colleague, a whole team (one chip), a record or an email — or paste a list. Each chip shows the answer: ✓ accepted, · no answer yet, struck through declined. **Message the n** sends the invite again to everyone who has not answered. A meeting never invited says **Not invited yet**, with **Send the invite**. ## Step 4: Keep notes on the meeting Under the form is **Activity** — the same as a task's. Write a note in the box — “I'll be 2 minutes late” — and @ a colleague to tell them. **Notes** and **Changes** show one kind at a time; changes are booked, people added or removed, rescheduled and answers. ## Step 5: After the meeting: how did it go? Once the meeting has ended, the panel asks **How did it go?** — **Went ahead**, **Reschedule** (it opens When) or **No-show**. Add follow-up tasks — they land on the Tasks board with the meeting’s links — and a line about what happened, then **Save outcome**. It goes on the person’s timeline, and Calendar search finds it (“no-shows”). ## Common questions ### Does a change reach the guests straight away? Only when you press Save. Until then the save bar shows, and Discard puts everything back. ### Why do I not see WhatsApp or Email? Each shows only when it works: WhatsApp needs WhatsApp connected in SkedX Flow and a phone number on the record; Email needs your own Gmail or Outlook, your company's SMTP or your own domain — not SkedX's no-reply address — and an email address. ### Is “invite sent” in the activity? No. The activity records changes to the meeting — booked, people added or removed, rescheduled, answers. The invite line in the form says who it went from. ### Which time zone are the times in? Your own, from Your account — never the company's. A booked visitor gets their own time in their invite. ### Why is there no microphone in the note box? Voice and video notes come with the new Tasks. Until your company has it, notes on a meeting are typed — with files and @ mentions. ### Where is what they paid, or Hand over? At the top, under the time: a booking that was paid says how much and through which provider, and a team link’s round-robin says who it chose and why, with Hand over › to give the meeting to a colleague who is free then. ### Can I change someone else's meeting? You can open it and read it; only the person whose meeting it is can change or cancel it. Videos and screenshots © 2026 SkedX, with sample data only. Share and link to them freely; copying the SkedX product or its design is not allowed. Terms: https://skode.ai/terms/ ## Related guides - Your calendar: the week, a meeting at a glance, and moving it: https://skode.ai/help/crm/calendar/your-calendar/ - Invite guests to a meeting and see who is coming: https://skode.ai/help/crm/calendar/invite-guests-and-see-who-is-coming/ - Create a meeting from the Calendar — with the person it is for: https://skode.ai/help/crm/calendar/create-a-meeting-from-the-calendar/ - One booking link for your team: round-robin, everyone together, group sessions: https://skode.ai/help/crm/calendar/share-one-booking-link-for-your-team/ - Open a task and work on it: https://skode.ai/help/crm/tasks/open-and-work-on-a-task/ Source: https://skode.ai/help/crm/calendar/change-a-meeting-and-keep-notes/