How to create and manage meetings



1. Create a meeting


Here you can create the meetings of your event. You can fill out the main information of the event;



  1. name (1)
  2. type (2)
    1. dinner, lunch, meeting, other, party
  3. date (3)
  4. where (4)
  5. start time (5)
  6. end time (6)
  7. location (7)
  8. capacity (8)

With the feedback option you can add a survey to ask for feedback of your meeting (9). By selecting Default, a standard survey will be used to ask feedback. If you want to create your own survey in SurveyMonkey you can choose Custom.


You can also add some extra information to the event (10).

After you have created a new meeting and saved it, you will be able to add users to your meeting (1) and send a meeting reminder to all the users of that meeting (2).



2. List of meetings

After you’ve created meetings, you can manage them is the List of Meetings. You can search for a meeting by filtering on event (1). Next you can edit or delete the venue or create a notification (2). And you can export the meetings to an excel file (3).



3. Import list of meetings

If you already have a list with all the venue information, you can import this with an excel file. This only works if you create your excel file with the same structure as shown here;

Make sure that, when you fill out a location in Column C ‘Where’, you have to write the exact same Name you used when you created your venues.


Powered by Zendesk