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3. For Administrators: Set Up Your Workspace
Set up Meeting Guidelines
Set up Meeting Guidelines

How to set up meeting guidelines for your workspace as a workspace administrator

Mikaela Friedrich avatar
Written by Mikaela Friedrich
Updated over a week ago

**Meeting guidelines are part of the Enterprise plan**

Meeting guidelines are a great way to shape meeting habits across your organization and hold all meeting attendees and organizers to the same standards. Built-in prompts in Google Calendar guide the members of your workspace to apply best practices when booking meetings. Below, we'll outline the steps to configure these settings as a workspace administrator.

Steps

  1. [recommended] Mass install the browser extension. This will ensure that everyone in your workspace will be able to see the guidelines because the meeting guidelines are a feature of the browser extensions. Full instructions can be found here.

  2. Open Workspace Settings

  3. Scroll down to Meeting Guidelines

  4. Review the meeting guidelines. For most of the guidelines, you'll just need to turn the toggle on or off.

    For 'No-meeting day', 'Speedy meetings', and 'No agenda reminder' there are a few additional settings:

    1. 'No-meeting day' - first turn on the guideline, then select which day of the week you would like to set as a no meeting day

    2. 'Speedy meetings'- first turn on the toggle, then select whether you would like the meetings to start late or end early

      1. Start late means that by default meetings will start 5 or 10 minutes later. For instance, an hour long meeting at 11:00am meeting starts at 11:10am.

      2. End early means that by default meetings will end 5 or 10 minutes early. For instance, a 30min meeting starting at 2:00 will end at 2:25.

    3. 'No agenda reminder' - first turn on the toggle, then you can customize the settings in the window that follows. This will only apply to meetings from the Primary Calendar of each user. All-day, Focus time, and Away events will not be affected by this setting.

      1. Check the agenda refers to the time prior to the calendar event when you would like Fellow to check to see if an agenda has been added

      2. Send reminder to lets you choose if you want to No agenda reminder to go to the meeting organizer only, or all attendees

      3. You can select whether or not you'd like a banner added into your meeting note to suggest the meeting be cancelled if applicable

      4. Attendee type allows you to apply this feature to internal meetings, external meetings, or both.

      5. The Meeting type configuration allows you to apply the no agenda reminder feature to either recurring meetings, 1-off meetings, or all meetings.

      6. Num of attendees is where you can configure the no agenda reminder to only apply to meetings with a certain number of attendees.

      7. Meeting length allows you to customize the length of calls you would like to apply the no agenda reminder to.

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