Meetings

Meetings allows counselors to schedule and modify meetings, view their calendar, and send out meeting notifications.

This document provides an overview of the meetings tool, including additional articles available.

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.

Articles