The General Meeting feature allows clients to manage the general meetings for each entity. Clients can set up virtual or in-person meetings, manage dates, invite attendees, and more. This article explains how to use the feature effectively.

How to Create a Meeting

Meetings can be managed through Organization Settings by selecting the Entities card and clicking the desired entity.

✅ Step 1 - Select the entity

From the Entities card, click on the entity to be managed.

✅ Step 2 - Click the General Meetings option

✅ Step 3 - Create meeting

After clicking Create Meeting, clients will be asked to provide the following:

• Meeting details – including meeting type, title, date and time, timezone, address type (virtual, in-person, or both), and agenda
• Attendees – add participants to the meeting
• Meeting files – upload any relevant documents
• Message to attendees – include a message that will be sent to the participants
• Meeting frequency – set whether the meeting is one-time or recurring

After the meeting is created, it will be visible under the General Meeting tab within the entity, where clients can view its details or cancel it if needed.