# Create a meeting from the Calendar — with the person it is for

> In SkedX CRM, + New meeting in Calendar (or clicking an empty hour) opens the meeting form as a panel. Type a title, then With — the record the meeting belongs to (an enquiry, a contact or a company; Change picks another) — or tap one of the people you met lately under it. Choose How (video, phone or in person), When (the date and time picker) and Duration (15 minutes to 2 hours, or Custom); the line under them says when it ends in your own time zone, and warns when the time clashes with something already on your calendar, offering the next free time. Where takes a video link or, in person, an address — typed, or picked as you type when address search is on for your company, your company address offered as the default. Under Video call, SkedX makes the Teams or Meet link when you book, from an Outlook or Google calendar that Calendar may use (a work or school Outlook makes Teams links, a Gmail makes Meet links). When it cannot, the line under the field says why, with Allow in Calendar ›, which opens Calendar settings › Connected accounts (the form asks first if you typed something); in the account list an account that makes no link is greyed with its reason and one step — Allow in Calendar ›, or Paste a link instead › for a personal outlook.com, which Microsoft gives no Teams links. People takes teammates, a whole team (one chip), records and emails, and Optional anyone who may skip it; the invite goes by itself — a real calendar invite with Accept and Decline, from your connected Google or Microsoft mailbox, or from SkedX with replies to you — and the line under People says so. The reminders line shows when everyone is reminded. Create meeting puts it on your calendar and on the person’s record.

Product: SkedX CRM · Topic: Calendar · Draft — steps not yet re-verified in the live product

Every meeting belongs to someone — so the form asks who it is with first.

## Step 1: Say who it is with, how and when

In Calendar, choose **+ New meeting**. Type a title, then pick **With** — the enquiry, contact or company it belongs to — or one of the people you met lately. Choose **How**, then **When** for the date and time picker and **Duration** for how long. The line under them says when it ends, in your own time zone; a clash with your calendar is named, with the next free time.
Open it directly: https://crm.skode.ai/calendar

## Step 2: Add people — the invite goes by itself

Type in **People** — a colleague, a whole team (one chip), a record or an email, or paste a list — and in **Optional** anyone who may skip it. The line under them says the invite goes by itself and who it comes from: your own mailbox, or SkedX with replies to you. **Create meeting** puts it on your calendar and on the record, and sends the invite.

## Step 3: Meet in person: the address

Choose **In person**. **Where** takes the address — type it, or pick a match as you type when address search is on for your company; your company address is offered as the default. What you type is kept as typed.

## Step 4: When the link can’t be made for you

Under **Video call**, SkedX makes the Teams or Meet link when you book, from an Outlook or Google calendar Calendar may use. When none can, the line under the field says why, with **Allow in Calendar ›** — it opens **Calendar settings** › **Connected accounts**; if you typed something, the form asks first. Meanwhile paste a Meet, Teams or Zoom link in the field. **Send the calendar invite** says the same, with its own **Allow in Calendar ›**. How allowing works: [Connect your Outlook or Google calendar](https://skode.ai/help/crm/calendar/connect-your-calendar/#from-anywhere).
Open it directly: https://crm.skode.ai/calendar

## Step 5: An account that makes no link

Open the account under **Video call**. An account that makes no link is greyed with its reason, for example “Teams links need your Outlook calendar, and Calendar isn’t allowed to use it yet.”, and one step: **Allow in Calendar ›**. A personal outlook.com (or hotmail.com, live.com) makes no Teams links — Microsoft makes them only for work and school accounts — so it offers **Paste a link instead ›**.

## Common questions

### Can I create a meeting without a record?

Yes — leave With empty. Picking one puts the meeting on that person’s record, so the next person to open it sees it.

### Can I make a meeting without sending the invite?

The invite goes by itself to everyone under People and Optional. Leave both empty for a meeting of your own; add people later from the opened meeting and they are invited when you save.

### Why does it say “Teams links need your Outlook calendar”?

Your Outlook is connected for mail, and Calendar isn’t allowed to use its calendar yet — so SkedX cannot make the Teams link. **Allow in Calendar ›** opens Connected accounts; one sign-in on the same account adds the calendar, and you come back. Teams and Meet links need nothing more.

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/
- Your reminders, in Calendar: see, tick and add them: https://skode.ai/help/crm/calendar/your-reminders-in-calendar/
- Invite guests to a meeting and see who is coming: https://skode.ai/help/crm/calendar/invite-guests-and-see-who-is-coming/
- Colleagues booking you: who may add meetings to your calendar: https://skode.ai/help/crm/calendar/colleagues-booking-you/
- Connect your Outlook or Google calendar: https://skode.ai/help/crm/calendar/connect-your-calendar/
- Open a meeting, change it, and keep notes on it: https://skode.ai/help/crm/calendar/change-a-meeting-and-keep-notes/

Source: https://skode.ai/help/crm/calendar/create-a-meeting-from-the-calendar/