Add an additional Meeting Planner to an event

TINGScope™ Add additional Meeting Planners to existing meetings    

Expand the "MEETINGScope" folder 

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

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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.

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.