Meetings

Articles

Meetings
This document provides an overview of the meetings tool, including additional articles available.
Schedule Counseling Meetings
This document describes scheduling a meeting, including entering details, participants, and outcomes. Includes creating recurring meetings and saving participant lists as filters.
Modify Counseling Meetings
This document describes updating counseling meetings.
Copy Counseling Meetings
This document describes copying counseling meetings.
Delete a Counseling Meeting
This article describes deleting a counseling meeting.
View Your Counseling Meetings Calendar
This article describes viewing your calendar, including filtering options.
Printing and Reporting (Counseling Meetings)
This document provides information on printing and reporting counseling meetings.
Manage Custom Counseling Meetings Fields in the Attribute/Dictionary
This article describes using the Attribute/Dictionary to create options for various Meetings fields.
Print Counseling Meetings
This document describes printing a record of an individual counseling meeting.
Print Your Counseling Calendar
This document describes printing your counseling calendar.
Reporting Options for Counseling Meetings
This document describes printing the meetings report found in the calendar.
Understand Meetings Tool Rights
This document provides information about understanding and assigning meetings tool rights.
Send Counseling Meeting Notifications
This article describes sending meeting notifications, as well as how contact log entries are created for meetings.
 Counseling Meetings - Video
Meetings allows counselors to schedule and modify meetings, view their calendar, and send out meeting notifications.