Meetings User Guide

Select MEETINGS:

1. Select SCHEDULE A MEETING, if applicable, select the corresponding location
2. Input the Meeting Details:
   1. Meeting Name
   2. Time*
   3. Duration
3. Select the checkboxes for the appropriate features
   1. Recurring Meeting
   2. Record the Meeting Automatically
   3. Enable Waiting Room
4. Click SCHEDULE

*The Timezone will default to your funeral home's location.

Return to the MEETINGS page and select the UPCOMING tab:

1. Click the Meeting Name
2. In the “Invite Attendees” section, click the EDIT icon
3. Input the Attendee’s Name and Email
4. SEND INVITE

You may also copy the link to your clipboard, copy the invitation or email yourself the invitation.

Select MEETINGS:

1. If applicable, select the corresponding location
2. Select the Meeting Name
3. Click START THIS MEETING

Select MEETINGS:

1. Click on the PAST tab
2. Select the corresponding hyperlinked Meeting Name
3. To access a recorded meeting, select RECORDINGS
4. The recording will be in the Recording Files section
5. You may select DOWNLOAD or COPY to share the recording

To access a report from your meeting, select REPORTS and go to “Guests/Attendees” to download this report as a PDF, Excel document or CSV file.