How do I add attendees to Meetings?

Learn how to add attendees as well as take attendance at meetings.

Please note: this article is primarily for users with a Coach role and above.

Add participants by typing a name in the search box located on the right of the Meeting form beneath Participants. Once the name appears, click it to officially add a user to a meeting. You can then move users between the Absentees and Participants buckets to indicate if the user was present for the meeting. 

Use the green checkmark button to indicate whether an individual is present or absent, which will move them into that bin. If an individual is listed as a participant then they get access to the meeting notes, regardless of if they are present or absent.

Using the blue Action Items button, you can assign different types of Action Items to users.

Remove participants from the meeting by using the red X button.

Pro-tip: If you are trying to add multiple users to a meeting, try using the Options button to Import Group of users. You can also Mass Assign any Action Items here!

 

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