View Meetings

The Meetings tab is available from the main menu and can be accessed from anywhere in the system.

Note: When you first log in, this page it will appear empty until you have added contacts or created meetings.

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Add & Edit Clients

Add & Edit Meetings

View Meetings Filter and Calendar

Use the Filter selection bar to filter views of your meetings by time; All Time, Today, or Next.

You can choose to filter your Meetings by selecting one of the following options:

  • All Time - includes all meetings in the future and past.

  • Today - includes all meetings for the entire day.

  • Next - lists all forthcoming meetings.

Alternatively you can choose to filter your Meetings by date. Selecting a specific date via the calendar will list meetings for that particular date.

Contact Filter

You can also filter the list of meetings by clicking the Contact dropdown list. This will still filter the list by the View Meetings option selected, but will also filter the list to only display meetings for that Contact.

Note: To clear the contact filter, click 'X Clear Filter' on the bottom right of the dropdown.

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