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MEETINGScopeā„¢
Add additional Meeting Planners to existing meetings


Expand the "MEETINGScope" folder




Click on "Find an Event"
Complete the fields and Click "Search Events"

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

If no results are found:
Click "add a planner"
Type in all necessary information (Company Name, First Name, Last Name, and Email Address are required)
Click "Add Planner"

If results are found:
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.

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.

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