We now offer a beta version of 1:1 meeting templates, available to customers on demand. Please reach out to our support team for more information, here.
Accessing the Meeting Templates
Visit Administration -> 1:1 meetings at the top of the administration screen to access the template folder - below is a screenshot example showing this option.
Creating and editing a new template
You can create new templates and edit existing templates from the administration screen. Below are screenshots showing the meetings overview for templates and the option to create a new template, as well as the editing screen for an existing/new template.
Below is a screenshot showing the options for each template including the name of the template and who can use/access this template
Using templates in new or existing meetings
Employees can use templates when visiting the 1:1 meetings tab and launching a new meeting:
Using the global create button for 1:1 meetings offers the option to use a template:
Selecting the use template option from the drop-down on an existing meeting allows employees to use that template for an existing meeting they've created.