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Inviting attendees to Meetings & tracking their attendance
Inviting attendees to Meetings & tracking their attendance

How to invite attendees to a meeting, the meeting invitation and managing invitees

Updated over a week ago

Once a meeting has been created, you can invite individuals or groups to attend.

Watch the tutorial video, or read on...

In this article:


Inviting attendees to a meeting

Step 1. Go to Meetings > Upcoming Meetings. Locate the meeting you wish to send invites for and click View Details.

Step 2. Click Send Invites.

Step 3. Add individuals by name, email or role, or add a Group by name eg. Committee. Once you have entered everyone you wish to invite, click the green Invite button at the bottom of the box.


Meeting Invitation

Invitees will receive a meeting invitation to their email, which will request that they accept or decline the invitation.

The invitation will include meeting details such as the location or Zoom meeting link (if applicable), as well as the meeting agenda. With most email providers, this email will also give invitees the opportunity to add the meeting to their calendar.

As invitees respond to your invitation, their status will be automatically updated in the "Manage Invitees" section.


Managing Invitees

Once attendees have been invited to the meeting, additional attendees can be invited or existing invitees removed.

Step 1. Go to Meetings > Upcoming Meetings. Locate the meeting you wish to send invites for and click View Details.

Step 2. Click the drop-down arrow on the far right and click Manage Invitees.

Step 3. A box will appear containing the existing invitees, and their attendance status. This status will update automatically as each invitee responds to their invitation email, and you can also manually update it by clicking the relevant symbol to the left of their name.

You can also add new invitees, or remove an invitee by clicking the "x" icon to the right of their email address.

Note: Beware if an invitee happens to be in two Groups that are both invited to the same meeting (ie they get the invitation email twice). Only the second response they send will be retained in the "Manage Invitees" section, their first response will be overridden if a second response is received.


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