The auto-scheduler in Lifecycle Insights is used to set up and view recurring meetings with your clients.
Meetings created using the auto-scheduler appear in the Business Reviews section of Lifecycle Insights.

This article will cover how to use the Auto Scheduler to create recurring meetings.

For steps on how to create one-off meetings, see Business Reviews.

Auto-schedule recurring meetings

1. In the left navigation panel, click Business Reviews.
2. From the dropdown at the top of the page, select the client you would like to schedule recurring meetings for.
3. Click the wand icon in the upper right of the page to open the Auto-Scheduler.
   
    
4. Click +ADD NEW at the top of the Auto-Scheduler modal.
   
    
5. Fill in the Business Review Cadence, Start Date, Primary Company Contact, Account Manager, and Meeting type. Then click Add Meeting.
   

   Note: Meeting types can be customized in Account Settings > Business Review Settings. See Business Review Settings for more information.

6. Click Save in the bottom right corner of the Auto Scheduler modal to create your scheduled meetings.

Your upcoming meetings are now shown on the Business Review page. See the Business reviews article for more info on adding details to specific meetings.

All meetings can also be viewed in the Scheduler. For more information on using the scheduler to easily see all meetings, check out the Understanding the Business Review Scheduler article.