Create a New Meeting or Training

Step 1 – Navigate to Client Notes

1. From the left-hand menu, click Meetings and Trainings.

Step 2 – Add a New Meeting and Training

1. Click the Add a Meeting and Training button on the right-hand side of the page.
2. Complete the Client Note Details
   • Fill in all relevant details including:
     • Title
     • Objective
     • Date
     • Time
     • Attendance

Step 4 – Upload Documents and Budget

1. Click Next Step and add a budget if necessary.
2. Click Next Step to move to the document upload page. Upload any relevant files.

Step 6 – Review and Complete

1. A summary page will appear showing all the information entered.
2. Your meeting/ training is now documented.