Managing Meetings as a User

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Figure 1: Individual Bridge Member Control Panel Dashboard Screen
Figure 1: Individual Bridge Member Control Panel Dashboard Screen

Click the Meetings menu from the primary menu section, as shown in Figure 1 above and the Meetings list page will open, as shown in Figure 2 below.

Figure 2: Individual Bridge Member Control Panel Meetings List Screen
Figure 2: Individual Bridge Member Control Panel Meetings List Screen

This page consists of the list of meetings that are already scheduled and are yet to be scheduled, as shown in Figure 2 above.

To view the Notes, click on the + plus icon present in each card, as shown in Figure 2 above.

To approve a requested meeting slot, click on the Approve button present on the card with a Request Pending status, as shown in Figure 2 above.

To decline a requested meeting slot, click on the Decline button present in the card with a Request Pending status, as shown in Figure 2 above.

Download Meetings

Click on the Download Meetings button at the top right of the meeting list page, as shown in Figure 2 above, the meeting list will be downloaded to your system in Excel or PDF format based on your request, as shown in Figure 3 below.

Figure 3: Individual Bridge Member Control Panel Download Meetings Popup Screen
Figure 3: Individual Bridge Member Control Panel Download Meetings Popup Screen

Meeting Dashboard

Click on the View icon associated with each meeting, as shown in Figure 3 above and the meeting dashboard will open, as shown in Figure 4 below.

Figure 4: Individual Bridge Member Control Panel Individual Meetings Dashboard Screen
Figure 4: Individual Bridge Member Control Panel Individual Meetings Dashboard Screen

You can add notes regarding the meeting on the Add a Note textbox, as shown in Figure 4 above. All the one-to-one discussions through adding notes will be listed in a tabular format below the meeting dashboard screen, as shown in Figure 4 above. You can delete your note by clicking the Delete icon associated with the note, as shown in Figure 4 above.

To cancel the meeting, click the Cancel button at the top right of the screen, as shown in Figure 4 above.

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