Add an additional Meeting Planner to an event

TINGScope™
Add additional Meeting Planners to existing meetings

Expand the "MEETINGScope" folder

Click on "Add a Planner"

First find the event
Complete the fields and Click "Search Events"
worddav8f00e7ec47e0d290382fbfa7698557be.png [imported from a Word document]

Click on the meeting name

Click "Add" worddavcd5931806707835c5c1d0caefb082b95.png [imported from a Word document]

First check if the meeting planner is already in the system by entering his/her email address Click "Find Matching Planners"
worddav824644a78c23faee37ce006e6b3cceb8.png [imported from a Word document]
worddavc0bf1c4c17e4ac78f5cced6bd7658b2d.png [imported from a Word document]

If no results are found:
Click "add a planner"
worddav8c2490cfab80220bcf2ff77a558f691d.png [imported from a Word document]

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

If results are found: worddavc9d4436a07b1594aee620d1ad43ffc90.png [imported from a Word document]
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.
worddavc370ae7d91f6d2996959f3cb361c2bcd.png [imported from a Word document]
worddav10261d59bd18126778d34686a4a55cf5.png [imported from a Word document]

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.
worddav7da337a2e55d866bb1d6d3c8dbac1243.png [imported from a Word document]
When primary planners are changed or secondary planners are added, a survey is automatically sent if the meeting was in the past.