Managing Meetings
How to setup a meeting and manage the assistance

Creating a Meeting
In order to create a meeting, click on the "Member Meetings" option in the Back Office Menu. 

 

 Click on the "New Member Metting" button up and right in order to get the following form: 

 

 You have to complete at least the title and the date when creating a new meeting. You can optionally upload a document with the minute, or type it right in the Contents field. 

 When you are ready with it, you can switch ON the "publish" toggle, so the meeting is visible in the Member's area.

Inviting to a Meeting
The next step after publishing is to send out a notification. To do that just click in the "three dots" for the attendance record and select "Send out Notification" 

 

 After confirming the action, the system will send one email to each of the committee members.

Registering Attendance
After a meeting is created, published and notified, the secretary can register the attendance. 

 The attendance can be edited up to 30 days after the meeting has occurred. In order to edit it, click on the three dots and select "Manage attendance" 

 

 The system will show a pop up form with the list of all current members. By default you can opt for setting all of them to either Present, Absent, Excused or no Action. 

 

 This feature makes it simple a bulk action. You can provide "details" on each record (they will be internal comments). 

 When submitting, the system won't make any further action. You can edit attendance as many times as needed. Beware that members can also report assistance thru the website. These reports will appear here as well. 

 You can "print" the attendance. the system will generate a PDF which you can download or print out.