--- title: How to schedule a client meeting description: How to schedule (any) meeting with a client. --- [![company logo](https://kb.greenhouseuvu.com/hs-fs/hubfs/green%20house%20sales%20and%20marketing.png?height=120&name=green%20house%20sales%20and%20marketing.png)](https://kb.greenhouseuvu.com) [Knowledge Base](https://kb.greenhouseuvu.com/migrated) - [Go to greenhouseuvu.com](https://www.thegreenhouseuvu.com) Client Experience - [Branding](https://kb.greenhouseuvu.com/migrated/branding) - [Client Experience](https://kb.greenhouseuvu.com/migrated/client-experience) - [Content Marketing](https://kb.greenhouseuvu.com/migrated/content-marketing) - [Employee Hiring Operations](https://kb.greenhouseuvu.com/migrated/employee-hiring-operations) - [Employee Onboarding Operations](https://kb.greenhouseuvu.com/migrated/employee-onboarding-operations) - [Employee Onboarding Trainings](https://kb.greenhouseuvu.com/migrated/employee-onboarding-trainings) - [Google Drive](https://kb.greenhouseuvu.com/migrated/google-drive) - [Green House Experience](https://kb.greenhouseuvu.com/migrated/green-house-experience) - [Green House Website](https://kb.greenhouseuvu.com/migrated/green-house-website) - [Keyword Research](https://kb.greenhouseuvu.com/migrated/keyword-research) - [Lead Generation](https://kb.greenhouseuvu.com/migrated/lead-generation) - [On-Campus Event Planning](https://kb.greenhouseuvu.com/migrated/on-campus-event-planning) - [Paid Media](https://kb.greenhouseuvu.com/migrated/paid-media) - [Google Ads](https://kb.greenhouseuvu.com/migrated/paid-media#google-ads) - [Reputation Management](https://kb.greenhouseuvu.com/migrated/reputation-management) - [Sales Process](https://kb.greenhouseuvu.com/migrated/sales-process) - [Sales Class Trainings](https://kb.greenhouseuvu.com/migrated/sales-process#sales-class-trainings) - [Search Engine Optimization](https://kb.greenhouseuvu.com/migrated/search-engine-optimization) - [Social Media](https://kb.greenhouseuvu.com/migrated/social-media) - [LinkedIn](https://kb.greenhouseuvu.com/migrated/social-media#linkedin) - [Social Media Audit](https://kb.greenhouseuvu.com/migrated/social-media#social-media-audit) - [Weekly All Hands Meetings](https://kb.greenhouseuvu.com/migrated/weekly-all-hands-meetings) - [Website Development](https://kb.greenhouseuvu.com/migrated/website-development) - [Elementor Trainings](https://kb.greenhouseuvu.com/migrated/website-development#elementor-trainings) - [Green House Tools (apps/services)](https://kb.greenhouseuvu.com/migrated/green-house-tools-apps-services) [Back to home](https://kb.greenhouseuvu.com/migrated) 1. [Knowledge Base](https://kb.greenhouseuvu.com/migrated) 2. Client Experience - [Branding](https://kb.greenhouseuvu.com/migrated/branding) - [Client Experience](https://kb.greenhouseuvu.com/migrated/client-experience) - [Content Marketing](https://kb.greenhouseuvu.com/migrated/content-marketing) - [Employee Hiring Operations](https://kb.greenhouseuvu.com/migrated/employee-hiring-operations) - [Employee Onboarding Operations](https://kb.greenhouseuvu.com/migrated/employee-onboarding-operations) - [Employee Onboarding Trainings](https://kb.greenhouseuvu.com/migrated/employee-onboarding-trainings) - [Google Drive](https://kb.greenhouseuvu.com/migrated/google-drive) - [Green House Experience](https://kb.greenhouseuvu.com/migrated/green-house-experience) - [Green House Website](https://kb.greenhouseuvu.com/migrated/green-house-website) - [Keyword Research](https://kb.greenhouseuvu.com/migrated/keyword-research) - [Lead Generation](https://kb.greenhouseuvu.com/migrated/lead-generation) - [On-Campus Event Planning](https://kb.greenhouseuvu.com/migrated/on-campus-event-planning) - [Paid Media](https://kb.greenhouseuvu.com/migrated/paid-media) - [Google Ads](https://kb.greenhouseuvu.com/migrated/paid-media#google-ads) - [Reputation Management](https://kb.greenhouseuvu.com/migrated/reputation-management) - [Sales Process](https://kb.greenhouseuvu.com/migrated/sales-process) - [Sales Class Trainings](https://kb.greenhouseuvu.com/migrated/sales-process#sales-class-trainings) - [Search Engine Optimization](https://kb.greenhouseuvu.com/migrated/search-engine-optimization) - [Social Media](https://kb.greenhouseuvu.com/migrated/social-media) - [LinkedIn](https://kb.greenhouseuvu.com/migrated/social-media#linkedin) - [Social Media Audit](https://kb.greenhouseuvu.com/migrated/social-media#social-media-audit) - [Weekly All Hands Meetings](https://kb.greenhouseuvu.com/migrated/weekly-all-hands-meetings) - [Website Development](https://kb.greenhouseuvu.com/migrated/website-development) - [Elementor Trainings](https://kb.greenhouseuvu.com/migrated/website-development#elementor-trainings) - [Green House Tools (apps/services)](https://kb.greenhouseuvu.com/migrated/green-house-tools-apps-services) # How to schedule a client meeting ## How to schedule (any) meeting with a client. 1. Go to outlook.office.com. 2. Log in using your UVU credentials. 3. Click on the calendar icon in the top left corner, and then click **New event**. 4. Add the PM, CM, director, group email, and client to the event. 5. Select **Scheduling Assistant** at the top. 6. Use the calendar to identify a good day and time for the meeting. Plan for the meeting to last 1 hour. 7. Select **Event** at the top to go back to event details. 8. Enter "\[Client Name\] \[Meeting Name\]" as the event title. 9. Be sure Teams Meeting is toggled on for location (otherwise clients may assume the meeting is in-person). 1. If you are meeting in person, be sure to include the client's business or Green House's address. 10. Click **Send.**   ESTIMATED TIME TO COMPLETE TASK: 10 minutes [![company logo](https://kb.greenhouseuvu.com/hs-fs/hubfs/green%20house%20sales%20and%20marketing.png?height=120&name=green%20house%20sales%20and%20marketing.png)](https://www.greenhouseuvu.com) - [![facebook_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/facebook_original_black.png)](https://facebook.com/greenhouseuvu) - [![instagram_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/instagram_original_black.png)](https://www.instagram.com/thegreenhouseuvu/) - [![twitter_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/twitter_original_black.png)](https://twitter.com/gogreenuvu) - [![linkedin_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/linkedin_original_black.png)](https://www.linkedin.com/company/greenhouseuvu) - [![youtube_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/youtube_original_black.png)](https://www.youtube.com/@greenhouseuvu) - [Go to greenhouseuvu.com](https://www.thegreenhouseuvu.com)