How do I create and use a Meeting Template?

Metronome offers a variety of tested and verified meeting templates that Coaches and clients use to run effective meetings. You can create your own Meeting Template by either copying an existing meeting or starting from scratch.

Creating a Meeting Template

1. Click Add Meeting in the upper right corner.
2. Select Company Template.
   
3. Choose one of the following options:

Option 1: Copy an Existing Meeting or Template

1. Click Add Meeting in the upper right corner.
2. In the pop-up window, select Company Template, then choose Copy settings and agenda items from.
   
3. Click the drop-down arrow and select an existing meeting or template.
4. Name your template and set the Day and Month in the Quarter.
   
5. Click Add Template.

Once saved, you can customize your template:

• Edit an agenda item by clicking the pencil icon.
• Remove an agenda item by clicking the trash can icon.
• Add new agenda items as needed.

Option 2: Create a Template from Scratch

1. Select Company Template and leave Copy settings and agenda items from unselected.
2. Name your template and click Add Template.
   
3. Once saved, click Add Agenda Item to build your template.
   

Using a Saved Meeting Template

1. Click Add Meeting in the upper right corner.
2. Select Copy settings and agenda items from.
   
3. Under Company Templates, choose your saved template.

This ensures a consistent and structured meeting experience for your team.