Create or Add a Meeting to a Collection

Where to Start

1. After creating a Collection, navigate to the collection page and select the collection.

2. Select Meetings to create a new meeting or attach an already created meeting.

Meeting Setup

1. Title the Meeting.
2. Give the Meeting a Description.
3. Define if the Meeting is Recurring.
4. If the Meeting is Recurring, identify the day(s) it occurs.
5. Select the Date Range.
6. Select the # of Weeks.

7. If the Meeting is not Recurring, toggle the option off.

8. Add Attendees by selecting the Add icon.

9. Search By Name (default) in the "User Name" search box, or search by School/Grade or By Tag by selecting those options on the left.
10. Select the individual(s) to add by checking the box next to the name.

11. Select Okay when all Attendees are selected, then Select Next.

Attach Students to the Meeting

1. Use the search bar, or select "Advanced" to expand the Advanced Search interface.
2. Check the boxes by the names to select Students.

3. To add a smartFORM, toggle on the "Use smartFORM Agenda" option and select a smartFORM.

4. Select Save & Close to finish creating the meeting or select Save & Continue to add additional dates.
5. Finally, select Save & Close at the bottom of the interface.

Opening the Meeting Space

1. This can be done within Collections only.
2. Select the main body of the meeting tile to open the Meeting Space. This space can be edited at any time.
3. Edit the attendee list to change attendees for upcoming meetings.
4. Edit the student list to change the students for upcoming meetings.
5. Select Delete to delete the meeting and all information within it. This action cannot be undone.

Next Steps

Now that you've learned to create a meeting from a Collection, check out Accessing a Meeting.