This module allows you to track what meetings are taking place and who are attending the meetings. It allows for visibility into past communications that have occurred as well as who was present.
1) Create and Manage Venue Types
Navigate to the Meeting Manager tab on your dashboard. 
You will see your calendar display for the week as a default setting. You can toggle between the different views by selecting the desired choice.
Select the Manage Venue Type Button. 
Use the free text field available to add the name of the venue and select a capacity size of the meeting.
Note: These venue types will generally be used when the attendees are joining in a physical environment, however you can use the venue types for virtual meetings if it is required.
When you are complete select save. 
A list of your captured venues will display in a list format to the right of your screen.
2) Create and Manage Meeting Types
Select the Manage Meeting Types Button. 
Using the free text space available, fill in the Name of your meeting type.
When you are complete, select the save button.
A list of your captured meeting types will display in a list format to the right of your screen.
The next step is to add agenda items to your meeting.
Select the view button that displays next to the meeting type. 
Using free text, add the agenda name and add the order number as needed.
Note: It is important to remember that the system won’t add the order numbering as a default. You will need to manage the ordering as you require it to be set up.
When you are complete, select the save button.
A list of your captured agenda items will display in a list format to the right of your screen.
3) Manage and Create a Meeting
Select the create a meeting button to create your new meeting request.
Fill in the required fields.
Using the dropdown selection available, select the meeting type and the meeting location.
Note: if you want to host your meeting on an alternative platform for example: on Microsoft Teams, you need to create the meeting first – copy the meeting link from Teams and then paste the link into the required field.
Use the toggle switch to advise if the meeting requires a date range and occurrence.
Use the calendar icon to indicate a start and end date.
When you are done with your date selection, select the apply button.
Select a start time for the meeting to occur.
Select the days that the meeting needs to be set for.
Once complete, select the add button. 
4) Add Attendees to join the meeting
Search for the meeting in your calendar.
Alternatively, you can select the search meeting by name field to find the required meeting detail.
When you have identified the meeting, click on the applicable meeting.
The meeting will open, and you will need to select the edit button to add attendees and additional agenda items if it is required.
The meeting detail will open, whereby you will be able to add agenda items to the meeting if you need to.
Ensure that you are on the correct field and select add. 
Fill in the agenda name using free text and add an order number.
When you are complete, select the update button. 
Your agenda items will display in a list format.
If you need to edit the agenda item, highlight the item that you would like to edit by clicking on the item name and select edit.
Once you have edited the details, select update. 
If you need to delete the agenda item, highlight the item that you would like to delete by clicking on the item name and select the delete button.
Note: To tell if the item is correctly selected, the line item will display in a light grey color so that you can be assured that you are selecting the correct item.
The next step is to add Attendees to the meeting. Click on Attendees.
Using the dropdown selection available, select the type of individual that will be invited to join the meeting.
From the next dropdown selection select the individual that needs to be added to the meeting.
Note: If you select “other” you will be required to fill in additional information of the specified individual.
5) Add attachments to the meeting
If you need to add attachment to the meeting for the attendees to have access to, click on Meeting Attachments.
Using free text add the attachment name and upload the applicable document.
When you are complete, select the save button.
6) Attendees to Accept or Decline a meeting request
When an individual has been invited to join a meeting, you will receive a bell notification and an email notification advising you that you have been invited to join a meeting.
Search for the applicable meeting on your calendar.
Here you will be able to accept or decline the invite by clicking on the applicable button available.
7) Start a meeting
Note: When you need to launch the meeting select the Launch Meeting button if you are using a virtual link to host the meeting. Eg: Microsoft Teams.
Note: If you are attending the meeting in a physical environment, Eg: a boardroom, you will need to select the Start Meeting button.
If you need to cancel a meeting altogether, select the cancel meeting button.
If you select the agenda button on your calendar option, you will see a quick view of all your listed meetings for the month.
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