Get a demo
Menu
Get a demo
How to schedule a meeting in outlook

How to schedule a meeting in Outlook

We all want our days in the office to run smoothly so that we can focus on the important tasks at hand. However, to have the days run smooth some effort and planning is required.

Scheduling and conducting meetings are for many one of the largest impacts on productivity today. For those of you who use Outlook for your daily emails, managing your meetings is probably more convenient than you think.

This basic guide will take you through the process of scheduling a meeting and a room for that meeting in Outlook.

How-to-book-a-meeting-in-Outlook


Step 1: In Outlook – open your personal calendar

Step 2: Create a meeting by doing one of the following

a) Mark the time for your meeting in the calendar – type a meeting title/subject –> press enter to confirm the title –> press enter again to open the meeting instance –> click on invite attendees.

Or:

b) Select new meeting –> enter your desired meeting title.

Step 3: Invite attendees (optional)

If you want to invite people to the meeting, just add their email addresses under “To:”.

Step 4: Schedule a room (optional)

a) In the meeting dialogue, click rooms, choose your preferred room in the list and press enter –> press enter again to confirm.

Or:

b) TIP: You can activate the room finder in Outlook – talk to your administrator about creating room lists. Once you have the room finder activated rooms that are available for your meeting will filter out automatically.

Step 5: Provide an agenda (optional)

The large text field in the meeting dialogue is perfect to provide a clear agenda for the meeting. Keep it short, but on point though!

Step 6: Press send!

  • Your meeting appointment is registered in your calendar.
  • Your meeting invitation is sent to all attendees for them to see in their own calendar. Invitees can then accept the meeting invitation, decline it or suggest an alternate time for the meeting.
  • The meeting room resource should respond promptly.