Scheduling a Meeting on Upwork

Comfortable communication with clients is essential for success as a freelancer on Upwork. Here is a simple guide to scheduling a meeting on Upwork:

Step 1: Open the Messages Section

To schedule a meeting, first click on the “Messages” tab in the Upwork platform. From there, select the conversation with the client with whom you wish to schedule a meeting.

Step 2: Propose a New Meeting

On the right-side of the panel in the conversation, you will see various options. Click on the <+> button and select “Propose a new meeting” from the dropdown menu.

Adding the Details

• Date and Time: Click the field under the ‘Date and Time’ section. Then, select a suitable time and date using the Calendar and Time dropdown menus.
• Duration: Just below the date and time section, you will find a ‘Duration’ field. Here, select the projected length of your meeting.
• Agenda: Providing an agenda is not mandatory, but it’s recommended. Use this field to summarize what topics you will discuss during the meeting.

Step 3: Send the Proposal

Once you’ve filled in the details, click ‘Propose’ to send the meeting request to the client. Your client will receive the proposal and have the option to accept, decline, or propose a new time.
Remember, communication is key to freelancing success. Make sure you’re regularly checking and responding to messages as promptly as possible!

Good luck with your meetings!