Adding a meeting

You can schedule meetings in the HUB and invite staff members to attend. 

Go to MEETINGS located on the left-hand side of the HUB.

This page is where you will see all meetings that have been created listed. 

You will also see an ‘Actions’ box on the right-hand side.

In the ‘Actions’ box, press ‘+ Add meeting’.

On this page, you can add your meeting.

Firstly, you will need to fill out the the details of your meeting:

• Add a name for your meeting

• Input a start date 

• Input your start and end time and then the duration in minutes will automatically calculate

• Select your meeting type (either online or in person)

• If you are a multi-site practice you can choose where the meeting will take place

• Select the room where your meeting will be

• Insert categories if required (to create a category, type in a word or phrase and press enter)

Secondly, you will need to add the attendees of your meeting:

• You can add staff members individually via their name in the ‘Staff Members’ box

• Staff members can be added in bulk via their job role in the ‘Job Roles’ box

• Staff members can also be added in bulk via their team in the ‘Teams’ box

You can then input any necessary further information:

• Create an agenda for the meeting

• Add any relevant notes

• Upload files that relate to the meeting

If you would like attendees to be reminded of the meeting before it takes place, you can set the amount of minutes before the meeting that they will be notified in the next section.

Once satisfied with the details you have added, you can click the save button.

The meeting will now be listed in the overview table alongside any other meetings that have been created in the ‘Meetings Manager’ page. 

From here there are various further actions you can take concerning your meeting, such as editing your meeting, cloning your meeting, adding details after the meeting.