Schedule Meeting

Meetings – Your Organized Meeting Hub

The Meetings section helps you schedule, manage, and track all project meetings in one central place. From planning to participation, everything is organized for clarity and efficiency.

What You Can Do Here

• View all scheduled meetings in the customer portal
• Check upcoming meetings and key details at a glance
• Stay on top of your calendar without switching platforms

Accessing Meetings

1. Log in to the customer portal.
2. From the left-side menu in the top navigation bar, click Meeting Schedule.
3. All your scheduled meetings will appear, ready to view or manage.

Pro Tip: Regularly check the Meeting Schedule to avoid overlaps and stay prepared for every session.

Upcoming Events – Stay Ahead of Every Meeting

Never miss a meeting again. The portal shows all upcoming events, whether online or offline, so you can plan and participate with ease.

What You Can Do Here

• See a list of all upcoming meetings and events.
• Click the Join Meeting button to participate directly from the portal.
• Check event details to prepare in advance.

Past Events – Keep Track of What Happened

Looking back is just as easy as planning ahead. The portal lets you review all past meetings, so you can reference discussions, decisions, and shared information anytime.

What You Can Do Here

• View details of all past online and offline events.
• Check notes, recordings, or outcomes from previous meetings.
• Use past event information to stay aligned and informed.

Pro tip: Regularly review past meetings to follow up on action items and ensure nothing falls through the cracks.

Create Meetings – Schedule with Ease

Setting up a meeting is quick and simple. The portal lets you schedule new sessions in just a few clicks, keeping your team aligned and informed.

What You Can Do Here

• Click the Create Meeting button to start scheduling a new meeting.
• Add all necessary details such as date, time, and participants.
• Ensure everyone has the information they need ahead of time.

Confirm Your Meeting – Lock in Your Time

• Choosing the right time has never been easier. 
• The portal lets you select and confirm a slot that works for you, making scheduling smooth and stress-free.

What You Can Do Here

1. Select your preferred date and time for the meeting.
2. Click the Confirm Slot button to finalize your booking.
3. Ensure your selection fits your schedule and participants’ availability.

Pro tip: Confirm your slot promptly to secure your preferred time and avoid scheduling conflicts.

Completion & Acknowledgment – Your Confirmation

• Once your meeting is scheduled, the portal gives instant reassurance. 
• A confirmation page appears, letting you know your slot is successfully booked.

What You Can Do Here

1. See the Thank You page as proof that your meeting has been scheduled.
2. Review the details to ensure everything is correct.
3. Keep a note of the confirmation for reference if needed.

Pro tip: Treat the acknowledgment page as your guarantee—this ensures your meeting is officially on the calendar.

Master Meeting Management – Stay Organized

• Following these steps makes scheduling and participating in meetings effortless. 
• The portal keeps everything centralized, ensuring smooth communication and effective collaboration

Pro tip: Use the portal consistently for meetings—well-managed scheduling leads to better coordination and more productive sessions.