The Meetings feature helps you organise, manage, and follow up on meetings - all in one place. From scheduling and inviting attendees to adding notes and sharing content, everything is designed to keep your workflow seamless.
Accessing Meetings
To manage your meetings:
Go to Menu > My Account > Meetings
Creating a Meeting
Step 1: Choose a date
Navigate to your desired day and time slot
Click + New Meeting
You’ll be taken to the New Meeting page to enter all details.
Filling out meeting details
Summary
Add a meeting title
Toggle to mark the meeting as critical if needed
Time and Location
Automatically populated from your selected time slot
But you can change this if needed:
Select the date
Set start and end times
Add a location
Choose the correct time zone
Attendees
You can add both registered and unregistered attendees:
Registered attendees
Search by name
Select from the dropdown
Click Assign Selected Attendee
Unregistered attendees
Enter their details manually
Click Assign New Attendee
Add multiple attendees if needed
Admin users can also assign a meeting host.
Meeting Lists
Attach relevant lists to your meeting:
Search for the list owner
Select the desired list
Not set up a list yet? Create one first to include it here.
Description
Add any additional details about the meeting
Create your meeting
Once everything is complete:
Click Create Meeting
Your meeting is now scheduled!
Add to Calendar
After creating your meeting, you’ll see a popup with options:
Thanks, I’m Done – Exit setup
Add to Calendar – Sync with your calendar
You can choose your preferred calendar, and once added:
A green tick confirms success
Attendees appear in your calendar event
Managing your meeting
Click on a meeting card to:
View full details
Edit the meeting
Add it to your calendar (if not already added)
Notes
Pre-meeting notes
Add notes before the meeting starts
Notes are time-stamped
Sync with the iPad app
Post-meeting notes
Add via the iPad app or website after the meeting ends
List tab
Add notes to your list items ahead of the meeting
Summary tab
After the meeting, the Summary tab becomes your hub for follow-ups:
View screeners sent (via iPad app)
See reactions and feedback
Access and resend follow-up emails
Edit attendees and send new messages
Track all sent emails
Editing or cancelling a meeting
You can:
Edit meeting details at any time
Cancel meetings if plans change
Seamless app integration
Meetings created on the app sync with the website, including:
Notes
Screeners
Reactions
Tips
Add attendees early to ensure smooth scheduling
Attach relevant lists to keep content organised
Use notes to capture key insights before and after meetings
Sync with your calendar to stay on track
The Meetings feature gives you full control over scheduling, collaboration, and follow-ups. With powerful tools and seamless syncing, managing meetings has never been easier.