Meetings

A meeting is time with your own team, such as a toolbox talk, a planning session or a weekly catch-up. Each meeting has an owner and can have invited colleagues. Meetings can repeat. Unlike bookings, they aren't linked to a customer and can't become quotes or jobs.

Meetings use the Bookings permissions: you need Bookings: Create to create one, Bookings: Edit to change one and Bookings: Delete to delete one.

Create a meeting#

1. Start a new meeting

   On the Appointments screen, select New, then New meeting. Or open the Meeting tab and select a time on the calendar.

2. Say what it is

   Under What, enter a Title. Under Meeting for, choose whose meeting it is. It's yours unless you choose someone else.

3. Set when

   Under When, set the start and end dates and times. Times move in 15-minute steps.

4. Add notes

   Add an agenda or anything people should know in Notes.

5. Invite colleagues

   Under Meeting with, search for and tick the employees to invite.

6. Repeat it, if you need to

   Under Repeat meeting, tick Repeat and choose how often. See Repeat a meeting.

7. Add a place and reminder

   Select Add address to say where it is. Choose when the Reminder is sent.

8. Save

   Select Save meeting. You'll see Meeting created, and the meeting appears on the calendar.

The meeting's details#

Meetings are for your team only. You can't invite customers or people outside Systemise.

Invitations#

When you save a meeting, each invited colleague who can sign in to Systemise gets an invitation in Systemise. Invitations aren't emailed.

Respond to an invitation#

1. Find the invitation

   Select the notifications bell at the top of the screen. Pending invitations show the meeting's title and start time. For all of them, open the Notifications page and look under Meeting invitations.

2. Respond

   Select Accept or Decline.

Once you've responded, the invitation shows Status: Accepted or Status: Rejected, and you can't change your answer.

Reminders#

The meeting's owner gets a reminder email before it starts, at the time chosen under Reminder. Each meeting in a repeating series gets its own reminder.

Repeat a meeting#

To make a meeting repeat, tick Repeat under Repeat meeting, then choose:

• how often: Daily, Weekly, Monthly or Yearly;
• the gap, under Every: for example every 2 weeks.

When you save, Systemise adds every meeting in the series to the calendar for the next two years. There's no end date to set.

Change a repeating meeting#

When you save changes to a meeting in a series, you're asked what to change:

• This meeting only changes just the one you have open.
• Entire series changes this meeting and every later one in the series. Earlier meetings stay as they were. If you changed how often it repeats, the later meetings are replaced with a new series starting from this one.
• Cancel goes back without saving.

You'll see Meeting updated or Meeting series updated. Dragging a repeating meeting on the calendar asks the same question. See Move or resize an appointment.

Delete a meeting#

Open the meeting and select the bin icon (Delete meeting). Confirm Delete this meeting?

If the meeting repeats, you're then asked Also delete this and all future meetings in the series?

• Select OK to delete this meeting and every later one. You'll see Meeting series deleted.
• Select Cancel to delete only this one. You'll see Meeting deleted.

Who sees which meetings#

If your role sees all work, you see and can open everyone's meetings. If your role only sees work assigned to you, you see the meetings you own.

Troubleshooting#