Meetings
Overview: Meeting Dashboard
Last Updated: November 10, 2025Introduction to the Meetings Module in Propel Your Business This video introduces users to the Meetings module in the Propel Your Business platform. When logging in, users land either on Company Goals or Meetings, depending on their role. By selecting Meetings, users can: This module helps organize and manage recurring business and advisory meetings. 4o
What is a Meeting Series?
Last Updated: August 27, 2025Understanding Meeting Series A Meeting Series is a recurring set of meetings between specific individuals. It serves as the central hub where all work, progress, and shared information lives. Why Meeting Series Matter Examples Security & Access Flexibility Best Practices Support For more information on creating or managing a meeting series, visit the Support Desk...
How to create a Meeting Series?
Last Updated: August 27, 2025Creating a Meeting Series A Meeting Series organizes recurring or one-off meetings so all initiatives, tasks, and goals remain tied to the right group of people. Step 1: Navigate to Meetings Step 2: Add a Meeting Series Click Next to move forward. Step 3: Set Meeting Cadences Step 4: Add One-Time Meetings (Optional) Step 5:...
Adding a cadence to an existing Meeting Series
Last Updated: August 27, 2025Adding or Editing a Meeting Cadence A cadence is the repeating schedule that defines when your meetings occur. Propel Your Business allows you to add multiple cadences or adjust existing ones for flexibility. Step 1: Navigate to Meetings Step 2: Select the Meeting Series Step 3: Add or Edit a Cadence You now have two...
How do I edit/change a meeting cadence?
Last Updated: August 27, 2025Editing a Meeting Cadence Your changes will now be reflected in the meeting series.
Adding a one time meeting to a meeting series.
Last Updated: August 27, 2025Adding a One-Off Meeting to a Series Sometimes you need to meet outside your regular cadence. Propel Your Business allows you to add one-time meetings to an existing meeting series without disrupting the normal schedule. Step 1: Navigate to Meetings Step 2: Select the Meeting Series Step 3: Add a One-Time Meeting Step 4: Enter...
How do I add a participant to a meeting series?
Last Updated: August 27, 2025Adding a Participant to a Meeting Series Meeting series participants have access to all content shared within the series, including goals, initiatives, tasks, and resources. Step 1: Navigate to the Meeting Dashboard Step 2: Select the Meeting Series Step 3: Add a Participant Step 4: Confirm Access
Can I invite a guest participant to a meeting?
Last Updated: August 27, 2025Adding Guest Participants to a Meeting Series Before you add a guest, it’s important to understand what this means for access and security. What Happens When You Add a Guest This means they’ll see all documentation stored in that series—not just what you plan to show. Option 1: Add Them Directly Use this method sparingly,...
How do I delete a meeting series?
Last Updated: August 27, 2025Archiving vs. Deleting a Meeting Series Before deleting a meeting series, it’s important to understand the consequences. A meeting series contains all the historical information tied to that group: initiatives, roadmap items, resources, tasks, meeting notes, and goals. If you delete the series, all of that context is permanently lost, and you will not be...
How do I set my default video meeting link?
Last Updated: August 27, 2025Setting Your Default Video Meeting Link There are two places in the software where you can set your default video meeting link. 1. When Creating a Meeting Series 2. In Your Personal Settings
I already have recurring meetings in my calendar with video links. How do I make sure both propel Your Business and my calendar video links are the same?
Last Updated: April 11, 2025You already have recurring meetings set in your calendar with the participants you’d like to set up a meeting series with in Propel Your Business. How do you ensure that the meeting in the calendar and the meeting in Propel Your Business have the same video link? First, if the meeting is already in your...
Where do I find my video meeting link to input into the meeting series?
Last Updated: April 11, 2025When we’re creating a new meeting series or editing a meeting series, it’s important to include our meeting link so that participants can enter directly from the Propel Your Business software. Where can you find these meeting links? A couple of places. First, if you’ve already sent the meeting invite, you can go to your...
Does Propel Your Business send a calendar invite to meeting participants’ Google or Outlook calendars?
Last Updated: April 13, 2025No, Propel Your Business does not send meeting invites to participants’ calendars. You need to send the invite directly through your calendar.
My meeting timezone is incorrect?
Last Updated: August 27, 2025Fixing Time Zone Discrepancies If your meetings in Propel Your Business are showing at the wrong times, it’s likely due to your user settings not matching your actual time zone. Step 1: Open User Settings Step 2: Adjust Your Time Zone Once updated, your meetings will display at the correct local time.