Check-Ins - Add a New Meeting

Use the meetings and topics page to add a new meeting to an existing check-in.

To access the meetings and topics page, go to Performance > Check-Ins and select the appropriate meeting.

Add a New Meeting

To add a new meeting:

  1. Open the meeting where you want to add a new meeting date.
  2. Select one of the following options:
    • To add a new date, select a new date in the in the date selection field . The new date appears in the New Meeting section.
    • To add a new date in the current meeting frequency, click the New Meeting button without selecting a date in the date field. For example, if the current meeting frequency is bi-monthly, the new date is the next bi-monthly date from the last meeting. The selected date appears in the meeting list.