Overview
Create and update Meeting Slides in your decks to allow investors to directly book a virtual meeting with you.
Video Overview
Create a meeting slide
Edit meeting booking settings
Update who a Meeting Slide is booked with
Step-by-step Instructions
Create a Meeting Slide
Follow the steps below to create a new Meeting Slide within your deck.
Log in to VRIFY.com.
Click Admin from the top menu.
Click on the deck you want to add the Meeting Slide to.
On the top left of the screen, click Create Slide.
Click Meeting Slide.
Type in a Slide Title. This will be used as the Slide Caption and will not be displayed on the slide itself.
From the drop-down menu, select who the meeting will be booked with.
If there is someone missing from this drop-down list, they likely have not yet synced their calendar and will need to follow the steps for allowing investors to book meetings directly with them.
Click Create.
After the slide is inserted, click and drag the slide's thumbnail to its desired location.
Edit your meeting settings
Follow the steps below to update the meeting options presented on a meeting slide that is set to allow investors to book time with you:
Log in to VRIFY.com.
Click Admin from the top menu.
Click on the deck you want to edit a Meeting Slide in.
Click on the thumbnail of the Meeting slide that needs to be updated.
Hover your cursor over the main slide area.
On the top right corner of the slide preview area, click the Edit Settings button.
You will be brought to the Meetings tab, where you can update:
The meeting durations investors can book with you.
Your preferred video conferencing tool.
Update which calendar you have synced with VRIFY Meetings.
Set your availability.
Update your timezone.
Click Save new rules to apply the meeting setting changes.
The changes you make in the Meetings tab will be automatically updated on your Meeting Slides.
Update who a Meeting Slide is booked with
Follow the steps below to change who the Meeting Slide displays to book a meeting with.
Log in to VRIFY.com.
Click Admin from the top menu.
Click on the deck you want to edit a Meeting Slide in.
Right-click on the thumbnail of the Meeting slide that you want to change the meeting recipient of.
On the Slide Header in the Slide Preview Area, hover your cursor over the name of the person the meeting is to be booked with:
Click the drop-down menu and select the name of the person the Meeting Slide should be updated to reflect.
The slide will be automatically updated and saved.
Notes
New Meeting Slides will automatically be placed immediately after whichever slide you had previously selected in the deck sidebar, but you can change the order of the slide by clicking and dragging it to its desired location.
Learn More
Still Have Questions?
Reach out to your CSM or email Support@VRIFY.com for more information.