> ## Documentation Index
> Fetch the complete documentation index at: https://docs.upshiftcloud.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Can I Book Meetings from Upshift?

> Information about booking meetings directly from Upshift.

## Current Status

Yes. Upshift's calendar integration syncs and displays your existing events, and you can also create a new event straight from a record page. The event is created on your connected calendar, not just inside Upshift.

## How to create a meeting from Upshift

Prerequisite: a connected Google, Microsoft or CalDAV account with calendar sync enabled

1. Open a Person, Company or Opportunity record
2. Click the **Create calendar event** action
3. Pick the calendar account to create the event on
4. Add guests, a title, a location and a description
5. Set the start and end (or toggle **All day**) and check the time zone
6. Toggle **Invitations** to email guests, and **Video call** to add a meeting link
7. Click **Create event**

The record you started from is linked to the event automatically, so the meeting shows up on its timeline.

<Note>
  The action is hidden if your role doesn't have the "Create calendar event" permission, and disabled if the record has no email address to invite.
</Note>

## Scheduling Meetings via Workflows

You can also create events automatically with workflows:

1. Create a new workflow
2. Select any trigger depending on your needs
3. Add the **Create Calendar Event** node
4. Configure all necessary data
5. Activate the workflow

## What You Can Do

* **Create events** on your connected calendar from a record
* **View meeting history** on People, Companies, and Opportunities records
* **See upcoming meetings** with contacts in Upshift
* **Track meeting context** alongside email communications
* **Auto-create contacts** from meeting participants


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