- Open the client record
Click the desired client to open their record.
- Access the Meetings section
ClickMeetings in the left-hand menu.
- Start a new meeting
Click New Meeting at the top of the Meetings page.
- Set the scheduled date
Enter the scheduled date for the meeting.
- Enter meeting details and select attendees
Select the meeting type.
Enter the meeting title.
Enter the meeting agenda.
Select attendees for the meeting.
- Attach meeting deliverables
Attach any deliverables, such as reports or QBRs.
- Add the meeting to your calendar
Click the calendar add button to add the meeting to your calendar.
- Save the meeting
Click Save at the bottom right to save the meeting.
Scheduling a Meeting
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