Difference between revisions of "How to manage meetings"

From SimplyMeet.me
(Created page with "<p> In case you need to create a new meeting to test the process or on your client behalf: </p> <p> 1. Please choose '''New meeting''' section in the left-side menu. </p> <p>...")
 
 
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In case you need to create a new meeting to test the process or on your client behalf:
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Now you can manage the meetings from internal Calendar following [[How to manage meetings from Internal calendar|this]] tutorial.
 
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<p>
 
<p>
1.  Please choose '''New meeting''' section in the left-side menu.
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But in case you need to create a new meeting to test how the process looks like from the client side or on your client behalf:
 
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2. If you need to do that for one of the personal meetings click on the '''New personal meeting''' there.
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You can simply navigate to your booking website using top right '''Booking website''' button
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3. If it is for the round robin meeting type or for another member of your organization you will also have an option "New organization meeting''' to use in the corresponding cases.</p>
 
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4. As well you can simply navigate to your booking website using top right '''Booking website''' button
 
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[[File:Simplymeet add new meeting paths.png|1200px|center|link=https://help.simplymeet.me/images/8/86/Simplymeet_add_new_meeting_paths.png]]
 
 
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[[File:Simplymeet manage meetings.png|1200px|center|link=https://help.simplymeet.me/images/4/44/Simplymeet_manage_meetings.png]]
 
[[File:Simplymeet manage meetings.png|1200px|center|link=https://help.simplymeet.me/images/4/44/Simplymeet_manage_meetings.png]]
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In order to apply a No Show status or Delete already passed meetings:
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1. Go to '''[https://secure.simplymeet.me/panel/event/ My Meetings].'''
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2. Click the "three dots" menu near the passed meeting and from the dropdown menu click '''No Show''' or '''Delete'''.
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[[File:No show status path.png|1200px|center|link=https://help.simplymeet.me/images/b/b2/No_show_status_path.png]]
 
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Latest revision as of 07:12, 18 July 2024

Now you can manage the meetings from internal Calendar following this tutorial.

But in case you need to create a new meeting to test how the process looks like from the client side or on your client behalf:

You can simply navigate to your booking website using top right Booking website button


In order to cancel or reschedule already scheduled meetings:

1. Go to My Meetings

2. Click the "three dots" menu near the meeting you want to cancel or reschedule.

Simplymeet meeting options path.png

3. From the dropdown menu click Cancel or Reschedule.

Simplymeet manage meetings.png

In order to apply a No Show status or Delete already passed meetings:

1. Go to My Meetings.

2. Click the "three dots" menu near the passed meeting and from the dropdown menu click No Show or Delete.

No show status path.png