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Creating, Editing & Canceling Meetings

Last Update 24 дні тому

How to Create a Meeting How to Edit a Meeting How to Cancel a Meeting Meeting Templates How to Create a Meeting Series

How to Create a Meeting Series

A meeting series is simply a repeating meeting created from the Recurrence fields on the Create a Meeting page. If you already know how to create a single meeting, creating a series follows the exact same steps with one small addition.

This article explains where to find the recurrence settings and how to use them to schedule a series.

Where to Create a Meeting Series

In the Organization Management Module, select Meetings from the sidebar menu. In the drop‑down menu, select Upcoming.
The Upcoming Meetings page will be displayed. All current and upcoming meetings will be displayed here.

Select +Create New Meeting.
The Create a Meeting form will open.
🔴 Please see How to Create a Meeting for field definitions.

Use the Recurrence Fields to Create a Series 

A meeting series is created by turning on Recurrence in Section 2: Schedule.

When Recurrence is selected, the Schedule section adjusts to show the fields needed for creating a series.

Field Definitions

Select Meeting Duration
Choose the length of the meeting by selecting hours and minutes.
This determines how long each session in the series will run.

Start Time
Set the date and time for the first meeting in the series.
The recurrence pattern will generate additional meetings based on this start time.

Recurrence

Keep this box checked to create a meeting series.


Recurrence Pattern
Choose how often the meeting repeats:
  • Daily
  • Weekly
This pattern determines how each meeting in the series is scheduled.

Weekly Options
(displayed only when Weekly is selected)
When Weekly is selected, an additional field appears:
  • Recur every X week(s) on:
    Choose how many weeks should pass between meetings (for example, every 1 week).
    Then select the day(s) of the week the meeting should occur.
    You can choose one or multiple days.
This allows you to create weekly patterns such as every Monday, or every Tuesday and Thursday, or every 2 weeks on Wednesday.

Range of Recurrence
Define the span of the series:
  • Start date — the date of the first meeting
  • End date — the date the series should stop generating meetings
Meeting series can include up to 13 meetings.

Allow members to register for upcoming sessions
When enabled, members can save their spot for future sessions in the series directly from the registration success page (instead of having to return to the meeting calendar).

Note: This option must be activated for your organization by your HeyPeers Account Manager.

Complete the remaining fields of the form with your meeting details.
Select Submit to create your meeting series.

Managing Your Series 

After creating your series, you can:


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