Check-Ins - Delete Meetings

Use the meetings and topics page to delete meetings.

The creator of a check-in meeting can delete it, but only if all of the notes or follow-ups were also entered by the creator. If another user entered notes or follow-ups, the meeting cannot be deleted, but it can be archived. Deleted check-in meetings cannot be restored. Deleted meeting details appear on the Check-Ins Modification History page.

To open the meetings and topics page, go to Performance > Check-Ins and then click the appropriate check-in on your home page.

To delete a meeting:

On the meetings and topics page, click the ellipses and select Delete Meeting. If no other participants have notes or follow-ups in this meeting, it is deleted.