Softsync Meetings

Meetings

Two different things live here: calendar events synced from Google and Outlook, and bookings made through the workspace's booking pages.

Calendar events

calendar_events with action list answers "what meetings do I have this week?", "when did we last meet Acme?" and "who was at the kickoff?".

• A time window: from and to as ISO 8601 times. Use order: oldest_first for what is coming up, newest_first for the most recent.
• About a company or contact: look it up with search_records, then pass its id as the recordId.
• By words in the title or description: search.
• Each event lists its attendees, the video link and the records it is linked to. get_message_by_id with the eventId returns everything. Recorded meeting summaries are not calendar events: a saved summary is a note on the company or contact.

To put something in your own calendar: calendar_events with action calendars on a connected mailbox, then manage_calendar_events with action create. Actions update and cancel change or call it off. Everyone invited is emailed each time.

Booking pages

A meeting type is a booking page guests use to book time with the team.

1. meeting_types with action list: each type, its length and its public bookingUrl. Sharing that link is usually all a user needs.
2. meeting_bookings with action find_slots: free times in a window of up to 31 days. For an event type, it returns sessions with seats left and their sessionId.
3. meeting_types with action get: the questions a guest must answer.
4. manage_meeting_bookings with action book: book for a guest with a free start and answers keyed by question label, e.g. {"Email": "ann@acme.com"}. Pass sessionId for an event. If an answer is missing, the error lists the questions.

Managing bookings

• meeting_bookings with action list: booked meetings, soonest first, with the guest, the hosts and the video link.
• manage_meeting_bookings with action reschedule: move a booking to a new start time; it keeps its length. Check the time with action find_slots first.
• manage_meeting_bookings with action cancel: cancel and notify everyone. For an event session this cancels it for every guest.

Running booking pages (Admin)

• manage_meeting_settings with action enable switches booking pages on for the workspace; meeting_settings with action hosts shows who can take bookings.
• manage_meeting_types with action create, update, delete or new_link. An update replaces the hosts, questions and other lists you send, so read the type first.
• The emails sent before a meeting: meeting_types with action reminders lists them, and manage_meeting_types with action create_reminder, update_reminder or delete_reminder changes them.
• manage_meeting_bookings with action reassign hands a booking to another host; the guest gets a new invitation. Actions add_guests and remove_attendee change who comes.
• manage_meeting_bookings with action create_session adds a date to an event type; action update changes how many places a session has.
• Your own bookable hours and the calendar bookings land in: meeting_settings with action my_availability or shared_calendar reads them, and manage_meeting_settings with action set_my_availability or set_shared_calendar changes them. An Admin reads a teammate's hours with meeting_settings action host_availability and changes them with manage_meeting_settings action set_host_hours.

Rules

• Booking, rescheduling and cancelling send invites and emails to real people. Say who, when and what, and wait for a clear yes.
• An Admin can reschedule or cancel any booking; any other member only the bookings they host.
• Give times in the user's time zone and say which zone you mean.