The Meetings feature allows you to access, manage, and run meetings that have been set up for you - helping you stay organised, showcase content and follow up seamlessly.
Overview
Meetings are created and managed on the website, then accessed within the app for execution.
Once logged in, you’ll only see meetings assigned to you, making it easy to stay focused on your schedule.
Starting a meeting
The meeting screen defaults to Today’s date
Tap the date dropdown (top left) to view other meeting days
Only dates with scheduled meetings will appear
Tap a meeting to open and start it.
Using Lists during a meeting
If a list has been linked to your meeting, it will appear on the left-hand side.
Each item includes quick-action icons:
… (More) → Capture buyer interest
Notepad icon → Add notes to specific content
Paperclip icon → Attach screener links
Icons turn green once used, so you can track actions at a glance.
Adding screener links
Attach multiple screener links during a meeting
Links appear in the Summary tab
Included in the follow-up email
What happens when clicked:
Programme/series link → Opens programme page
Video link → Opens video directly
Users must be logged in (unless content is public).
Using the Catalogue
Need to show something not in your list?
Open the Catalogue tab
Search or browse content
Tap Add to list
The item will appear at the bottom of your meeting list instantly.
Using Downloads (Offline playback)
Access previously downloaded videos without internet:
Navigate to Downloads
Play content instantly offline
Tip: Download videos before meetings for a seamless experience.
Notes
Pre-meeting notes → Added via the website
Post-meeting notes → Added in the app
To add notes during a meeting:
Tap Add Note
Enter your notes
Notes are timestamped and synced back to the website.
Sending the follow-up (Meeting Summary)
Head to the Summary tab to send your follow-up email.
Key points:
Add multiple recipients (comma separated)
Option to send to yourself
Include an optional message
Important rules:
Email sends only if:
At least one screener link OR
A message is included
Tap End Meeting to send the email
If you exit instead → email will not send
The email can only be sent once
After ending a meeting
The meeting becomes greyed out
You can still:
Add notes
Sync updates to the website
But:
The follow-up email cannot be resent
Tips
Prepare lists in advance
Download key videos for offline use
Use icons to track buyer interest in real time
Add screener links during the meeting (not after!)
Double-check your Summary before ending the meeting
Need help?
If you have any questions about meetings or setup, please contact your Account Manager or support team.
The Meetings feature brings everything together - content, notes, and follow-ups -into one seamless workflow. With the right preparation, you can deliver engaging presentations and send polished follow-ups in just a few taps.