Help Center
Everything you need to set up and get the most out of MeetMatch.
New here?
Start with our getting started guide to create your account, connect your calendar, and set up your first event type.
Get StartedGetting Started
Create your account, connect calendars, and complete onboarding.
Getting Started with MeetMatch
Create your account and complete the onboarding wizard.
Connecting Your Calendar
Link Google Calendar, Outlook, Zoom, or Webex.
Importing from Calendly
Bring your scheduled Calendly meetings into MeetMatch so you can manage everything in one place.
Dashboard Tabs
Work with multiple pages open at once using browser-style tabs.
Schedule
Event types, availability, appointments, teams, and booking pages.
Creating Event Types
Set up booking types for prospects to schedule with your team.
Setting Your Availability
Configure working hours, days off, and timezone.
Managing Appointments
View upcoming and past meetings, outcomes, and follow-ups.
Team Management
Invite members, assign roles, and organize into groups.
Team Policies for Admins
Control video providers, meeting types, and onboarding requirements for your team.
Pre-Meeting Questionnaires
Gather information from prospects before they book.
Personal Meeting Room
Your always-on meeting link for instant calls.
Sharing & Embedding Your Booking Page
Share your scheduling link and embed it on your website.
No-Show Protection
Reduce no-shows with smart reminders and overbooking.
Team Utilization Heatmap
Visualize your team's availability, bookings, and open gaps at a glance.
Communication
Team chat, reminders, email templates, warming, and custom domains.
Automations & Reminders
Configure email and SMS reminders for your team and prospects.
Email Templates
Customize booking confirmation and reminder emails.
Custom Email Domain
Send booking emails from your own domain.
Email Warming
Automated pre-meeting emails that reduce no-shows and keep prospects engaged.
Team Chat
Send messages, create channels, and collaborate with your team inside MeetMatch.
Notification Preferences
Control how and when MeetMatch notifies you about chat messages and updates.
Intelligence
Meeting notes, analytics, coaching, pipelines, and personal rooms.
Meeting Notes & AI Analysis
Review AI-generated summaries, transcripts, and coaching.
Ask Anything Across Calls
Search all your call transcripts with natural language questions.
Pre-Meeting Briefs
Get AI-generated preparation notes before every meeting.
Stale Account & Deal Alerts
Get notified when prospects are going cold or competitors surface.
Account Timeline & Summaries
See the full interaction history for any prospect.
Competitor Mention Tracking
See which competitors prospects mention in calls and how often.
Shareable Call Snippets
Clip and share key moments from calls for coaching and onboarding.
Coaching & Feedback Requests
Request and receive coaching from your sales manager on any call.
Pipelines
Track prospects through multi-stage workflows.
Analytics & Reporting
Understand your booking performance and conversion rates.
MeetMatch Video & Auto-Recording
How automatic call recording, transcription, and AI analysis work.
Sales CRM: Contacts, Pipelines & Stripe
Track contacts, build visual pipelines, connect Stripe for payment tracking, and manage your sales process.
Crash-Proof Recording
Recordings are saved automatically even if you close the tab or lose connection.
Automatic No-Show Detection
MeetMatch detects no-shows automatically from meeting room activity.
Video Recording Quality Improvements
Smoother video during recordings with reduced CPU usage.
Training Library
Build a curated library of best call moments organized by skill and objection type.
Dimension-Based Call Scoring
AI scores each call across 7 key sales skill dimensions.
Account
Settings, billing, referrals, PWA install, and account management.
Organization Settings
Configure your workspace, billing, and integrations.
Billing & Plans
Understand MeetMatch plans, seats, and upgrading.
Cloud Storage & Recording Retention
Understand how call recordings are stored, billed, and retained.
Suggesting Features & Reporting Bugs
How to share feedback and report issues.
Resetting or Deleting Your Account
Clear your data or remove your account entirely.
Referral Program
Earn credits by referring others to MeetMatch.
Install the MeetMatch App
Add MeetMatch to your phone or desktop for push notifications and quick access.
Call Intelligence Pricing
Understand how call intelligence minutes and overage billing work.
Still need help?
Our team is here to help. Reach out and we'll get back to you quickly.