Just four steps to scheduling your one to one meetings with Select Your Meeting. Takes ten minutes to set up and not only saves your hours agreeing days and times but you hold more meetings in the time available.

1. Schedule Your Meetings
Four Steps to scheduling your meeting/s
How to create the project
How to create the invitation
How to create your availability calendar
How to preview and send out invitations
Illustrations of the professional invitation the invitees receives

2. Step 1 – Create your project
• Open Select Your Meeting and login
• selectyourmeeting.com
• Select Home
• Select Create New Invitation

3. • Add the people you would like to invite to meet
(who will receive email invitations)
• In the Guests field, type the email address of each person you would like to send an invitation to
or use ‘Search for contacts’ - a quick way to find the contacts you have in SYM.
Tip: Always include a first name when you create a contact in SYM as well
as the email, so that SYM can use the first name of the contact in the
invitation

4. • As you type the email address in the Guests field SYM will match the email with the
contacts you already have in SYM – if there is no match you will see a ‘create contact’
option – select this and create a contact record.
(If you include first names in the contact records,
SYM will also look for those in the Guest field as well).
Tips
We also recommend including the city so that you can find all the people you know
in a city when visiting there.
You can either add the emails and details of the contacts here or you can
use the ‘Contacts’ tab to enter or import contacts.

5. Step 2 – Create your invitation email
• Enter the title for a single or series of meetings
Tip: Start the title with your name or the name of the person you are organizing the meeting for:
Example: George Brandon is attending PLUS 2016 – any chance of seeing you there?
Example
Remember: the standard text
you have in the template will be
merged with this invitation
text 
Such as:
Dear first name:
And your signature block

6. • Enter the location and time zone of the get-together
Tip: The get-togethers can be anywhere you specify – here are four examples:
- Specify the address for a meeting/ dinner etc.
- At your office (so you have a different address for each person you meet).
- By phone and enter the call in number if appropriate
- Via Video conferencing
Also - If you want to include a link for example from Google Maps
– you can also include one
Example

7. Step 3 – Create your availability calendar
• Select the dates and times you are available to meet people
Tip: You can select as many days and times as
you wish for these invitations.
Click on the days to highlight in blue over any
number of months.
Once you have selected the days, then select
the times for each of those days on the next set
of screens.
When you have selected all the days – select:

8. • Select for each day, the times
and length of each meeting
when you are available
(shown in green)
• You can increase the
duration of each meeting by
clicking on the white bar in
the green box and drag up
and down as appropriate
• You can also add notes to
them if you wish

9. Tip: Remember to allow times between sessions for time you may need such as travel time, catch up on emails and phone calls etc
•When you have finished adding your times to the first day, use the direction arrow highlighted in red to move
to the next / previous date you selected and do the same again until you are finished adding your availability
times
•When you have finished adding the available times for all the days, select either Save or Save and Preview the
email.
•You can of course cancel and not save the times selected.

10. Step 4 – Preview and send out your
invitations
• You can either send the invitations as soon as you define the days and
times by selecting send invitations after previewing:
• Or – you can open the project for these meetings at any time and
either send invitations to all guests or them individually

11. What the Invitee Receives
• Invitees first receive an email
containing the invitation and
here is an example:

12. What the Invitee Receives
• When they select the ‘Select Your
Meeting’ red button your
availability calendar is displayed and
here is an example
They click on the available days and
time and you both receive
confamation emails and a link to
add the meeting to your calendars!