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Add an additional Meeting Planner to an event

 

Image Added TINGScope™ Add additional Meeting Planners to existing meetings    

Expand the "MEETINGScope" folder 

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Click on "Find an Event" in the Search section
First you need to find the eventComplete the fields and Click "Search Events"

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Click on the meeting name

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Click "Add" Image Added
First check if the meeting planner is already in the system by entering his/her email address Click "Find Matching Planners"

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If no results are found: Click "add a planner"

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Type in all necessary information (Company Name, First Name, Last Name, and Email Address are required) Click "Add Planner"  

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If results are found you will see the name of the planner.If this is the planner you wish to add, click "Use this Planner" 
Either Adding a Planner or Using an Existing Planner you will be given the option to Change the Primary Planner or Add as a New Recipient.

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To replace the planner, select "Change Primary Planner"
To add an additional planner to also receive surveys, select "Add As A New Recipient"
 You will see both the original planner and the additional planner.

When primary planners are changed or secondary planners are added, a survey is automatically sent if the meeting was in the past.