CoherenceCOHERENCE

Creating Events

Schedule meetings and events from within Coherence

Creating Events

Schedule meetings directly from Coherence, with automatic linking to contacts and records.

Quick Event Creation

From the Calendar View

  1. Navigate to Calendar in the sidebar
  2. Click on a time slot
  3. Fill in event details
  4. Click Save

From a Contact Record

  1. Open the contact
  2. Click Schedule Meeting in the actions
  3. Contact is pre-added as attendee
  4. Choose time and save

From a Deal or Record

  1. Open any record
  2. Click Schedule Meeting
  3. All linked contacts are added
  4. Event links to the record

Event Details

Required Fields

FieldDescription
TitleEvent name/subject
Date & TimeWhen it occurs
DurationHow long (default 30 min)

Optional Fields

FieldDescription
LocationPhysical address or video link
DescriptionAgenda, notes, details
AttendeesPeople to invite
ReminderNotification before event

Adding Attendees

From Contacts

  1. Type a name or email
  2. Matching contacts appear
  3. Select to add

External Attendees

For people not in your contacts:

  1. Enter their email address
  2. They'll receive an invite
  3. Option to create contact from attendee

Attendee Responses

Track who's attending:

StatusMeaning
✅ AcceptedConfirmed attending
❌ DeclinedCan't attend
❓ TentativeMaybe attending
⏳ No responseAwaiting reply

Click an attendee to see their response and send a follow-up if needed.

Video Conferencing

Enable automatic video links:

  1. Go to Settings > Calendar
  2. Toggle Auto-add video link
  3. Choose default provider (Zoom, Meet, Teams)

Add a video link manually:

  1. Click Add Video Link
  2. Paste your meeting URL
  3. Or generate a new link

Supported Platforms

PlatformAuto-GeneratePaste Link
Google Meet✅✅
Zoom✅ (with integration)✅
Microsoft Teams✅✅
Other❌✅

Meeting Templates

Save time with templates for common meeting types:

Creating a Template

  1. Create an event with standard settings
  2. Click Save as Template
  3. Name your template

Using Templates

  1. Click New Event
  2. Select From Template
  3. Choose your template
  4. Customize as needed

Example Templates

  • Discovery Call - 30 min, Zoom, discovery questions
  • Demo - 45 min, screen share, demo agenda
  • Check-in - 15 min, quick sync format
  • Team Standup - 15 min, daily recurring

Recurring Events

Setting Recurrence

  1. Create your event
  2. Click Repeat
  3. Choose frequency:
FrequencyOptions
DailyEvery X days
WeeklySpecific days
MonthlyDay of month or week
CustomComplex patterns

Managing Recurring Events

When editing a recurring event:

  • This event only - Change just this occurrence
  • This and future - Change from here forward
  • All events - Update entire series

Linking Events to Records

Automatic Linking

Events automatically link when:

  • Attendee matches a contact
  • Created from a record
  • Description contains record reference

Manual Linking

Link any event to records:

  1. Open the event
  2. Click Link to Record
  3. Search and select
  4. Event appears on record timeline

One event can link to:

  • Multiple contacts (all attendees)
  • A deal or opportunity
  • A project or account
  • Custom module records

Event Actions

From an Event

ActionResult
EditModify event details
RescheduleChange date/time
CancelDelete and notify attendees
CopyDuplicate event

Pre-Meeting

  • View attendee contact records
  • Review past interactions
  • Prepare with linked documents

Post-Meeting

  • Add notes to the event
  • Log outcomes
  • Create follow-up tasks

Next: Learn about scheduling links to let others book time with you.