Adding 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 #
- Go to the left-hand navigation bar and click on Meetings.
- This opens your Meeting Dashboard.
Step 2: Select the Meeting Series #
- Locate the meeting series where you want to add the one-off meeting.
- Click on the cadence (the regular schedule of that meeting series).
Step 3: Add a One-Time Meeting #
- At the bottom of the cadence screen, you’ll see two options:
- Add Cadence (to create another repeating schedule).
- One-Off Meeting (for a single occurrence).
- Click One-Off Meeting.
Step 4: Enter Meeting Details #
- Add the date and time for your one-time meeting.
- Click Save.
Step 5: Confirmation #
- Your one-time meeting will now appear alongside the regular cadence inside the meeting series.
- All resources, initiatives, and tasks tied to the series remain available for use in the one-off meeting.