Enter Meeting Details

1. In your left-hand navigation menu, click ‘Program Information’
2. Locate the ‘Meetings’ card
   
   
   
   
3. Click ‘Manage Meetings
   

Enter Meeting Details

1. Click ‘Add New Meeting’
   
   
   
   
2. Enter the Meeting Date, Meeting Type, and Meeting Summary
3. Select the people that attended the meeting
4. Click ‘Save and Close’
   

1. The list of available Meeting Attendees is based on the selected Meeting Type. Staff Meetings will display a list of staff entered in Site Info -> Site Staff. Advisory Board Meetings will display a list of board members entered in Settings -> Program Settings -> Board Members.
2. Site Staff or Board Members that were not active on the date in which the meeting took place will not appear in the list of available Meeting Attendees.