Schedule the session and email participants

Set the date, add your participants and let Metodic draft the invitation, with a calendar invite attached.

Steps

  1. Save your session and go to the Actions tab.
  2. Under Pre-Session, click Schedule. Pick the date, the start time and the location, add a meeting link if it is online, and click Save Schedule. Download .ics puts it in your own calendar.
  3. Click Participants. Add people one by one with Add, or click Import to read a CSV list of email addresses and names.
  4. Click the button to email all participants, or select a few people first. Choose Pre-Session, Reminder, Post-Session or Custom, and Metodic drafts the email in the language of your session.
  5. Read it and change what you like. To redraft it, write what you want under AI Instructions (optional) and click Regenerate. Each person's name, the date, the time and the location are filled in for you.
  6. Pre-session emails and reminders carry the calendar invite when Attach Calendar Invite is on. Check the Preview, then press send.

Tip: Nothing goes out until you press send, and there are no automatic reminders: send a Reminder yourself the day before. The email comes from mail@metodic.io with your first name, and replies go to you.

Watch the explainer video

Still stuck? In the app, click Help at the top of the page and send us your question, or write to mail@metodic.io.

All help articles · Send an intake form before the session · Write a pre-read for participants · Collect feedback after the session