Schedule Meetings on Your Calendar

Help increase productivity and organization with the Meetings feature. Keep updated on check ins, follow ups, team meetings, and other types of meetings.

Add and keep record of important meetings or activities to your calendar in Casebook. You can also add meetings to a provider or case record, if needed. 

If you sync your Casebook calendar to your personal calendar, any meetings created in Casebook will automatically be added to your personal calendar, as well. Check out this article to learn more about syncing your calendar. Read on to learn how to use your calendar in Casebook. 

This article covers the following topics: 

Creating a Meeting from the Home page

From the Home page in the My meetings section, click on Add new meeting button (plus sign) on the right. 


To create a meeting, fill out the following: 

  • Date * (Required): The date of when the meeting will occur. 
  • Start time * (Required): The time when the meeting will begin. 
  • Duration * (Required): How long the meeting will be. The calendar will automatically set an end time based on the duration. 
  • Meeting title * (Required): Short subject or description of what the meeting will be about. 
  • Contact method * (Required): The way the meeting will be held. For example, if you're meeting over video chat, you would select video. Or if you're having a meeting over the phone, you would select phone. 
  • Meeting type * (Required): How the meeting should be categorized. For example, if you have a team meeting every week, you can categorize the meeting type as team meeting, internal, or meeting. 
    • Note: Meeting type is a configurable field. Admin users can add and make changes to this field from cb Admin > Global > Fields. 
  • Meeting address: The location of where the meeting will be held (if applicable). 
  • Video conference link: The link to where the meeting will be held (if applicable). 
  • Phone number: The number to where the meeting will be held (if applicable). 
  • Link this meeting to an existing assignment: You can link a case or a provider to this meeting by typing in the case name or the provider name and selecting from the options listed.
  • Add Attendees: Click this box to add any attendees to the meeting. Check out the section below to learn more. 
  • Meeting details: Any details or information for all attendees to know about. 
    • Note: Meeting details are shared with all attendees. It is not an internal note. 

After you've filled out all of the information and added attendees, click on Create to save the meeting. Alternatively, you can also click on Cancel to discard the meeting. 

Note: If you linked a case or a provider record to the meeting, the meeting will show up on the case or provider page after it is created. 

Note: Are you unable to create the meeting because the Meeting Type field has no options? Check out how to configure that field in this article

Add Attendees to a Meeting

To add attendees to a meeting, click on the Add attendees button

Since you're creating the meeting, you'll automatically be added as an attendee. To add other attendees, type in their name in the Add non-Casebook and Casebook users box. 

Note: A non-Casebook user is anyone that has a person profile in your Casebook system, such as a person related to a case or a provider person. A Casebook user is anyone that has a Casebook account in your organization. 

After typing in the attendee's name, a list of results will be displayed. Click on the person's name, and then select Add Person.

The person will be added as an attendee, and you can also select the checkbox under Focus Person, if they are the focus of the meeting. 

Add a New Meeting from the Case page in cb Engage

To add a new meeting, click on the Add new meeting button (plus sign) in the Meetings section.

Fill out the following information:

  • Date * (Required): The date of when the meeting will occur. 
  • Start time * (Required): The time when the meeting will begin. 
  • Duration * (Required): How long the meeting will be. The calendar will automatically set an end time based on the duration. 
  • Meeting title * (Required): Short subject or description of what the meeting will be about. 
  • Contact method * (Required): The way the meeting will be held. For example, if you're meeting over video chat, you would select video. Or if you're having a meeting over the phone, you would select phone. 
  • Meeting type * (Required): How the meeting should be categorized. For example, if you have a team meeting every week, you can categorize the meeting type as team meeting, internal, or meeting. 
    • Note: Meeting type is a configurable field. Admin users can add and make changes to this field from cb Admin > Global > fields. 
  • Meeting address: The location of where the meeting will be held (if applicable). 
  • Video conference link: The link to where the meeting will be held (if applicable). 
  • Phone number: The number to where the meeting will be held (if applicable). 
  • Add Attendees: Click this box to add any attendees to the meeting. Check out the section below to learn more. 
  • Meeting details: Any details or information for all attendees to know about. 
    • Note: Meeting details are shared with all attendees. It is not an internal note. 

Add Attendees

To add an attendee, click on the Add attendees button .

All of the people related to the case along with the case assignee will automatically be displayed. If the Suggested case people or Additional people are attendees of the meeting, click on the checkbox under Add attendee. If they are the Focus Person of the meeting, you can also click on the checkbox under Focus person. 

If there's an attendee you want to add that is not on the list, you can search for them, and add them. 

To search for and add other people (not related to the case), type in their name in the Add non-Casebook and Casebook users section. 

After you type in a name, any related results will show up. Click on the name of the person you want to add as an attendee, then click on the Add person button. 

Note: If the person's name doesn't show up in results that means they haven't been added to Casebook yet (either as a Casebook user or by creating a person profile). 

Add a New Meeting from the Provider record in cb Track

To add a new meeting from the provider record, go the Meetings section then click on the Add new meeting button (plus sign).

Create a Meeting in cb Track

Fill out the following information:

  • Date * (Required): The date of when the meeting will occur. 
  • Start time * (Required): The time when the meeting will begin. 
  • Duration * (Required): How long the meeting will be. The calendar will automatically set an end time based on the duration. 
  • Meeting title * (Required): Short subject or description of what the meeting will be about. 
  • Contact method * (Required): The way the meeting will be held. For example, if you're meeting over video chat, you would select video. Or if you're having a meeting over the phone, you would select phone. 
  • Meeting type * (Required): How the meeting should be categorized. For example, if you have a team meeting every week, you can categorize the meeting type as team meeting, internal, or meeting. 
    • Note: Meeting type is a configurable field. Admin users can add and make changes to this field from cb Admin > Global > fields. 
  • Meeting address: The location of where the meeting will be held (if applicable). 
  • Video conference link: The link to where the meeting will be held (if applicable). 
  • Phone number: The number to where the meeting will be held (if applicable). 
  • Add Attendees: Click this box to add any attendees to the meeting. 
  • Meeting details: Any details or information for all attendees to know about. 
    • Note: Meeting details are shared with all attendees. It is not an internal note. 

Add Attendees

To add an attendee, click on the Add attendees button .

All of the clients and people related to the provider will be displayed under Suggested people, along with any Additional people. 

To add a person from the list as an attendee, click on the checkbox under Add attendee. You can also mark if the person is the focus person, as well. 

If you need to add an attendee that is not on the of suggested or additional people, you can do so by searching their name.

To search for and add other people, type in their name in the Add non-Casebook and Casebook users section. 

After you type in a name, any related results will show up. Click on the name of the person you want to add as an attendee, then click on the Add person button. 

Note: If the person's name doesn't show up in results that means they haven't been added to Casebook yet (either as a Casebook user or by creating a person record). 

Add a New Meeting from the Report page in cb Intake

To add a new meeting from the provider record, go the Meetings section then click on the 'Add new meeting' button (plus sign).

Meetings in Intake

Fill out the following information:

  • Date * (Required): The date of when the meeting will occur. 
  • Start time * (Required): The time when the meeting will begin. 
  • Duration * (Required): How long the meeting will be. The calendar will automatically set an end time based on the duration. 
  • Meeting title * (Required): Short subject or description of what the meeting will be about. 
  • Contact method * (Required): The way the meeting will be held. For example, if you're meeting over video chat, you would select video. Or if you're having a meeting over the phone, you would select phone. 
  • Meeting type * (Required): How the meeting should be categorized. For example, if you have a team meeting every week, you can categorize the meeting type as team meeting, internal, or meeting. 
    • Note: Meeting type is a configurable field. Admin users can add and make changes to this field from cb Admin > Global > fields. 
  • Meeting address: The location of where the meeting will be held (if applicable). 
  • Video conference link: The link to where the meeting will be held (if applicable). 
  • Phone number: The number to where the meeting will be held (if applicable). 
  • Add Attendees: Click this box to add any attendees to the meeting. 
  • Meeting details: Any details or information for all attendees to know about. 
    • Note: Meeting details are shared with all attendees. It is not an internal note. 

Add Attendees

To add an attendee, click on the Add attendees button .

All of the people related to the intake along with the assignee will automatically be displayed.

If the Suggested case people or Additional people are attendees of the meeting, click on the checkbox under Add attendee. If they are the Focus Person of the meeting, you can also click on the checkbox under Focus person. 

 

If there's an attendee you want to add that is not on the list, you can search for them, and add them. 

To search for and add other people (not related to the case), type in their name in the Add non-Casebook and Casebook users section. 

After you type in a name, any related results will show up. Click on the name of the person you want to add as an attendee, then click on the Add person button.

Note: If the person's name doesn't show up in results that means they haven't been added to Casebook yet (either as a Casebook user or by creating a person record).  

 

Edit or Delete a Meeting in Casebook

To edit or delete a meeting, find the meeting and then click on the Options button (ellipses on the right).

To delete, click on the Delete meeting button . You'll then be asked to confirm that you want to delete. Click on Confirm delete, and the meeting will be deleted from your Casebook calendar. If your calendar is synced, it will also be automatically deleted from your person calendar. 

To edit a meeting, click on the Edit meeting button . Edit the meeting accordingly, and then click Save to save the changes. 


Edit or Delete a Meeting from your Calendar in Casebook

If you click on the meeting card (whether you're viewing it on the Home page, case page, or through your calendar), you'll be able to view all of the details related to the meeting. 

You can also edit or delete here, as well. 

To delete, click on the Delete meeting button .

You'll be asked to confirm that you want to delete. Click on Confirm delete to delete. Alternatively, you can click on Cancel if you decide you no longer want to delete. 

To edit, click on the Edit button . Then go ahead and edit the meeting, then click Save to save those changes. 

If you decide that you do not want to delete or edit the meeting, click on the Close button. 

Add Attendees to a Meeting from your Personal Calendar

If your personal calendar is synced to Casebook, you can add attendees to a meeting from your personal calendar like you normally would.

For example, if you have a Google calendar, click on Edit the event and then type out the email address of the guest you want to add in the Add guests section. 

After you've added the guest and saved your changes, the person's email address will show up as an attendee when you click to view the meeting. 

Note: If the person's email address is associated with a person profile or a user account in Casebook, then their name will show up instead of their email address. 

Check out our FAQ to learn more.