Scheduling a Meeting

Before you can document the minutes of a meeting, you must first schedule the meeting (even if it was in the past).

To get started, go to the “Schedule A Meeting” tab, and click on the “New Meeting” button. Enter the meeting details, and select “Save & Next.” The members for the selected group will display under the “Invited People” tab. To add additional attendees, click on the “Add Attendee” button in the bottom left of the screen. If you would like to send an email notification to all attendees, go to the “Preview Notification Email” tab.

Note: In order to send out email notifications, you will need to complete the SMTP settings under “My Account.” Contact Support for assistance.

Updated on April 29, 2019

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