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Creating a meeting

How to create a new meeting from your practice dashboard so Med Sales Hub can match you with a rep.

Practices initiate meetings on Med Sales Hub. You pick the date, time, and meeting type — we handle matching you with the right rep.

How to create a meeting

  1. Click the Create Meeting button at the top of your sidebar (or on the Calendar page)

  2. Choose the meeting type: Lunch, Breakfast, Dinner, In-service, Evening program, or Other

  3. Pick a date (most practices schedule 3-6 weeks out)

  4. Set the start and end time in 30-minute increments

  5. Add the meeting topic if you have one in mind (optional)

  6. Add notes for the rep (optional)

  7. Click Create meeting

What happens next

Your meeting is created in "Awaiting match" status. Matching happens 14-30 days before the meeting date — we identify a rep in your network with new, relevant clinical information to share and send them an invitation.

Scheduling less than 14 days out

You can create meetings less than 14 days from today, but you'll see a warning: match quality may be affected because there's less time to find the right rep. Give as much notice as you can when possible.

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