- From the Dashboard, click the plus button to the right of "Meetings."
- Start by selecting the type of meeting. It can be a:
- Level 10 Meeting™ – A standard 90-minute Level 10 Meeting
- Same Page Meeting® – A 2-hour meeting consisting of a Check-In, To-Do Review, IDS®, and Conclude
- Custom Agenda – All stages of a Level 10 Meeting can be added to a Custom Meeting, as well as custom content such as an editable Notepad
- Once the meeting type has been selected, edits to the order and length of each meeting segment can be made on the right side of the screen. Simply drag and drop the segments to reorder them, click the “Time” dropdown to increase or decrease the length of the segment, and click the “Trash Can” to remove the segment.
- Next, select the meeting attendees. If you have already invited additional users to your organization, you can click the search bar in the “Add Attendees” section to see everyone who is currently a member of your organization. You can also type the name of the person you would like to add and select them from there.
NOTE: To invite new users to your organization and add them as meeting attendees, click “Invite New Users To Join Your Meeting” under “Attendees” and add their name & email address. Click “Add” to add each additional person and then click “Invite” once all new users have been added.
- Finally, give your meeting a name and set the date and time of when the next meeting will run.
- Click “Create Meeting,” and the meeting will now appear on your dashboard!