How to Use Meetings: Hosting Virtual Appointments in Subflow

Note: Meetings is currently in beta. Some features may be limited or in development.

Subflow’s Meetings feature allows you to host virtual appointments, telehealth check-ins, group sessions, and more—without needing third-party tools. You can generate unique meeting links, share them with your contacts, and start video meetings directly within the platform.

Accessing Meetings

To get started, click “Meetings” in the left-hand navigation panel.

Here you’ll see a list of all meeting links that have already been created, along with their titles, descriptions, and options to manage or join each session.

Creating a New Meeting

To create a new meeting:

1. Click “Create Meeting” in the top-right corner.

2. Fill out the following fields:

   • Title – Give your meeting a clear, internal name (e.g. “Initial Consult – March 2025”).

   • Description – Add context about the meeting (e.g. instructions, what the session covers).

   • Cover Image (optional) – Add an image to visually brand or organize your meeting.

3. Click Save.

Once saved, you’ll receive a unique meeting link that can be shared in:

• One-to-one conversations

• Broadcast messages

• Workflow automations

• Email or SMS templates

Managing Your Meetings

After a meeting is created, you’ll see the following actions available:

• Start Meeting – Launch the video call instantly from within Subflow.

• Copy Link – Copy the meeting link to paste into a message, email, or workflow.

• Delete – Permanently remove the meeting link if it’s no longer needed.

Each link is reusable unless deleted.

✅ Use Cases for Meetings

• Telehealth appointments

• Virtual coaching or check-ins

• Intake or onboarding sessions

• Group education sessions

• Follow-ups after treatment or surgery

🚧 Features Coming Soon

The Meetings tool is still evolving! Upcoming features may include:

• Calendar scheduling & integrations

• Automated reminders

• Group meeting support

• Session recording

• Attendance tracking

If you're interested in using Meetings as part of your patient or client workflows, or want early access to upcoming features, please contact us at support@subflow.com.