Meetings

How to Install

To install the One-to-one meetings module, in Backstage navigate to:

• Setup > Manage features > Packages
• Type meetings in the drop-down and install

How to Use

Creating a Meeting

Participants can send a meeting invite by tapping + from the Meetings list in the app. An invite can be sent to one or more participants which will all get asked to confirm their attendance.

There are no restrictions on the location (they are not linked to Maps) nor the date and time.

Accepting and Declining Meetings

Invited participants can accept the meeting request by tapping ✅ in the meeting's details page, or decline it by tapping ❌. When a participant accepts or declines a meeting, the other participants receive a notification about it.

The built-in chat can be used to propose a new date or a location, as well as to share details of the meeting.

Editing a Meeting

Meeting's organizers can edit a meeting by tapping on the Edit option in the meeting's details page. Once the edit mode is enabled, the organizer can invite or remove participants, and modify the meeting's location, time, duration or notes.

When the meeting's details change, the participants are informed and when the meeting's time or duration are updated their attendance status is set to pending.

The meeting edit feature requires mobile apps v1.38.0+ and it is not supported on the Webapp.

Deleting a Meeting

Meeting's organizers can cancel a meeting by tapping on the Edit option in the meeting's details page. Once the edit mode is enabled, the organizer can delete the meeting by tapping on the Delete meeting option.

The meeting delete feature requires mobile apps v1.38.0+ and it is not supported on the web.

Scheduling Meetings from Backstage

Note: Scheduling meetings from Backstage was added in Meetings v2.2.0.

Meetings can be listed, created, updated and removed from Backstage by accessing the Meetings module:

Meetings can be exported by clicking on the Export XLS button. The exported file contains one row per meeting, and it includes the following details:

• fp_ext_id: meeting id for export purposes

• title: meeting’s title

• date: meeting's date and time (yyyy/mm/dd HH:mm)

• duration: meeting’s duration

• location: meeting’s location

• organizer.fp_ext_id: meeting’s organizer id

• organizer.fname: meeting’s organizer first name

• organizer.lname: meeting’s organizer last name

• organizer.attendance: organizer attendance status (accepted, declined, pending)

• participant.0.fp_ext_id: participant 0 id

• participant.0.fname: participant 0 first name

• partificpant.0.lname: participant 0 last name

• participant.0.attendance: participant 0 attendance status (accepted, declined, pending)

• participant.N.fp_ext_id: participant N id

• participant.N.fname: participant N first name

• partificpant.N.lname: participant N last name

• participant.N.attendance: participant N attendance status (accepted, declined, pending)

Meetings can be imported by clicking on the `Import XLS` button. The imported file should be a XLS file with one row per meeting with the following information:

• fp_ext_id: meeting id for export purposes (only required when updating a meeting)

• title: meeting’s title

• date: meeting's date and time (yyyy/mm/dd HH:mm)

• duration: meeting’s duration

• location: meeting’s location

• organizer.fp_ext_id: meeting’s organizer id

• organizer.fname: meeting’s organizer first name (optional)

• organizer.lname: meeting’s organizer last name (optional)

• organizer.attendance: organizer attendance status (accepted, declined, pending)

• participant.0.fp_ext_id: participant 0 id

• participant.0.fname: participant 0 first name(optional)

• partificpant.0.lname: participant 0 last name(optional)

• participant.0.attendance: participant 0 attendance status (accepted, declined, pending)

• participant.N.fp_ext_id: participant N id

• participant.N.fname: participant N first name(optional)

• partificpant.N.lname: participant N last name(optional)

• participant.N.attendance: participant N attendance status (accepted, declined, pending)