Meeting templates allow you to set a common agenda as a starting point for creating new meetings. You can create your own baseline for Daily, Weekly, Monthly, Quarterly etc. All your clients will be able to create new meetings based off these custom templates. Metronomics software also comes with several pre-installed global templates.
To create a new 'Coach Meeting Template', go to the Meetings page and select 'Add Meeting' in the top right corner.
From the pop-up window, select 'Coach Template'. If you wish to use an existing template or meeting as a framework to get started, select 'Copy settings and agenda items from', once selected there will be a drop-down arrow to select the meeting you wish to copy.
Title the template (for example Coach Monthly), will it be recurring or not and select 'Add Template' in the bottom right.
Once you've added the template, you can now further customize. To edit, go to 'Meetings' and select the drop-down arrow to expand all meetings and templates in the company.
From the drop-down list, scroll down to 'Coach Templates' section. Listed here, you will find all your coach templates that you've created. To make an edit to a coach template, select it from the list.
This will bring up the template to edit & customize. To add additional agenda items, select 'Add Agenda Item' - from the drop down menu select the type of Agenda Item you wish to add.
You will have several types of agenda items to choose from to bring the data you’d like to discuss in the meeting. See 'Agenda Items types' for more information.
To edit an existing Agenda Item, select the 'Pencil' icon or select the 'Bin' to remove.
For example select the 'pencil' to edit the Metric name and type Company Metrics and select 'Show Company Only'.
Using the different agenda types and filter options, you will get the meeting data you are looking for, and the attendees will not have to print out and bring data into the meetings.
You may add as may or as few Agenda Items as you like. Once you have the agenda items set up, you are now ready to share it with your clients. Coach Templates are seen across all the companies that you coach.
To use your coach template, Add Meeting and select 'Copy settings and agenda items from'. It will be organized under 'Coach Templates'.
