> First, make sure that you have already added the Toolio Outlook Add-in. Once you install the add-in and open a calendar meeting invite on Outlook, you should be able to see the Toolio Outlook Add-in on the ribbon
> When you are creating your buying meeting, click on the Toolio Add-in and you will see a way to "create meeting" in Toolio as well. Once you put in all the meeting details, make sure to put in the relevant information on the Add-in as well.
> When you have all the information, press Create Meeting.
Note: This only creates the meeting on Toolio. Don't forget to send invite as you normally would.
> If you update the meeting, make sure to press Update Meeting after you make the changes and click Send to send the update to other recipients.