Getting Started with MeetMatch

Visit /signup and sign up with Google or enter your email to receive a one-time login code. No password is required — MeetMatch uses passwordless authentication for security. Tip: Check the Remember me box to stay signed in across browser sessions.

After your first login you'll see a setup wizard. Admin accounts walk through nine steps:

1. Welcome — name your organization and choose a booking URL slug (e.g. acme → meetmatch.ai/book/acme).
2. Industry — select your vertical so MeetMatch can tailor defaults.
3. Company — add your website, LinkedIn, and a business description so AI can generate smart defaults.
4. Team — invite team members by email. They'll receive setup instructions.
5. Integrations — connect Google Calendar (recommended) and optionally Zoom, Outlook, or Webex.
6. First event type — create your first booking type (e.g. "30-Min Discovery Call").
7. Availability — set your working hours and timezone.
8. Questionnaire — create a pre-meeting questionnaire to collect information from prospects.
9. Ready — review your setup and optionally take a guided dashboard tour.

Team member accounts (invited by an admin) have a shorter flow: Welcome, Integrations, and Availability. The organization is pre-filled and your workspace is automatically joined.

The navigation bar has three main groups:

• Schedule — Events, Availability, Appointments, and Personal Room.
• Intelligence — Meeting Notes, Coaching, Training Library, Analytics, and Competitors.
• Engage — Pipelines, Warming, and Templates.

Team, Automations, Questionnaires, and Warming Test are accessible from the Setup section in Settings. MeetMatch uses browser-style tabs inside the dashboard. Clicking a nav link opens it as an internal tab — you can have multiple pages open at once, switch between them instantly, and close tabs when you're done. Middle-click or Ctrl+click opens a link in a regular browser tab instead. Tabs are remembered for your session but reset when you close the browser. The Meeting Notes page is your hub for call intelligence — AI summaries, transcripts, dimension-based coaching with wins/misses analysis, the Ask Anything search, and shareable snippets. The Training Library curates the best call moments for team learning. The Competitors page tracks which competitors prospects mention during calls. The dashboard overview shows KPI cards (Total Revenue, Total Meetings, Team Close Rate, No-Show Rate, and more). Each card is clickable — tap one to jump directly to the relevant analytics drill-down page. Your profile menu (top-right) contains Settings, Referrals, Suggest Feature, Report Bug, and sign-out options. Use the theme toggle (sun/moon icon) in the nav bar to switch between light and dark mode. There's also a Help link that takes you to this help center.