Creating and Scheduling Meetings

Setting Up a Meeting (if you are not an Agent CRM user): Accessing Account Settings: From the main screen, find and click on “Account Settings” on the left-hand side. Navigating to Room Settings: Within “Account Settings,” click on...

Removing a Coach

Accessing Coaching Settings: From the main screen, find and click on “Account Settings” on the left-hand side. Navigating to Coaching Section: Within “Account Settings,” click on “Coaching.” Locating Your Coaches: Under the Coaching...

Adding a Coach

Accessing Coaching Settings:  From the home screen, locate “Account Settings” on the left-hand side. Navigating to Coaching Section:  Under “Account Settings,” find and select “Coaching.” Viewing Your Coaching Roles: In...

Editing a Meeting Room

To edit a room, click on the settings icon by the room you’d like to modify. Accessing Account Settings:  Navigate to the main screen.  Locate the tab on the left labeled “Account Settings.” Filling in Room Information:Under...