You can create Smart 1:1s as well as convert your existing 1:1 meetings to put your recurring one-on-one meetings on autopilot, meaning they will schedule and reschedule around both you and your attendee's preferences and availability. This guide will cover how to create a Smart 1:1 as well as set your preferences for it.
Creating a Smart 1:1
First, head over to Smart 1:1s and click the + New Smart 1:1 button:
From here, you'll see a few form fields to fill out. We'll walk you through each section below:
Attendee details, title, description
Email address: here, you'll enter in the email of the person you're trying to set up a Smart 1:1 with. Generally if your 1:1 is with another member of your organization, they won't need to sign up for Reclaim in order for Reclaim to schedule the meeting. Read here for more details on that topic.
Title: by default, Reclaim will use your name and the attendee's name to set the title of the 1:1. Uncheck the box to enter in your own title.
Description: you can add a description to the 1:1 that will be used for all meetings. This is useful for a link to a rolling agenda or notes.
Availability
Duration & frequency: this determines how long you'd like the meeting to be when scheduled, as well as how frequently you'd like to meet. Reclaim will automatically keep track of when your last meeting was to ensure you get the proper amount of space between each 1:1.
Starting: by default, Reclaim will schedule 1:1s ASAP, but you can override this value and have the 1:1 start scheduling at another date.
How should Reclaim schedule it? You can opt to just have Reclaim find the best time across you and your attendee's meeting hours, or you can select a specific set of days and times that are available (this will still honor you and your attendee's meeting hours, just with a smaller range of eligible times).
Ideal day and time: Reclaim will attempt to schedule the 1:1 as close to your ideal day and time as possible while still honoring your mutual availability and preferences.
Other details
Videoconferencing: you can opt to set no location, or add Zoom or Google Meet. This will automatically add videoconference details for your 1:1 meetings.
Location: if you want to use a physical location or paste in a videoconferencing link manually, you can do so here.
Send a note? This is an optional field to send a note to your attendee when the meeting invite is sent for the first time.
Last but not least: click Create 1:1. An invite will be sent to your attendee and the 1:1 will be scheduled. You can also copy and send an invite link to them directly from the details page for the 1:1:
