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Meetings Tutorials

 

Our Sympathy Brands User Guides provide easy to follow, step-by-step guidance along with visual support for our partner funeral homes. For further assistance please call 877.788.0019 or email service@sympathybrands.com.


Creating a Meeting Overview

 

To start you meeting, select MEETINGS from the main navigation and if applicable, select the corresponding location. Select the Meeting Name and click the START THIS MEETING button on the left.

Best Practice: If there are materials you would like to share during the meeting, use the “Share Screen” function on the Zoom toolbar.

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Past Meetings & Best Practices

 


Access Meeting Recordings & Reports

 

 

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Frequently Asked Questions (FAQs)

Q: Why would I want to record my meeting?
A: It is extremely helpful to use the recording after an arrangement with a family or a meeting with colleagues to refer to information you, or the participant, may have missed. The recording may also serve as an educational tool for your funeral home or cemetery.

Q: Am I able to share the recorded meeting with others?
A: Yes, you may download the recording of the meeting and share it with others. Once the meeting ends, you will be able to locate it in the “Past” tab, where you will be able to view and download the recording.

Q: Will I be able to save participant contact information?
A: Yes, the names and emails of participants will be available in the Reports section. You may download reports as a PDF, Excel document, or CSV.


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If you have any questions, please contact our support team.
  service@sympathybrands.com      877.788.0019