How to Schedule a Meeting

Need to schedule a meeting now or for later?  We have you covered...

Schedule Your Meeting 

1. After logging into your account you will land on the Meetings page
2. Click on the Schedule a Meeting tab which is the option on the right
3. Click on the Blue New Meeting button
4. Give your meeting a name and complete all other details 
5. Once all meeting details are completed you have the option to invite participants now or save the meeting and invite later

Inviting Participants

1. If you choose the Invite option a pop up box will appear for you to add your meeting participants 
2. Type in each participants email address and click enter after each
3. Optional: Add a custom message to the body of your meeting invite 
4. Once all recipients have been added click Send.  An automatic email will be sent to everyone you invited

Saved Scheduled Meetings

If you need to create a meeting and add invites later, no problem...

1. All meetings you create will display under Upcoming Meetings on your Meetings page 
2. Simply click Edit beside the meeting you want to add participants to
3. A pop up box will appear for you to add your meeting participants 
4. Type in each participants email address and click enter after each
5. Optional: Add a custom message to the body of your meeting invite 
6. Once all recipients have been added click Send.  An automatic email will be sent to everyone you invited