Meetings

Managing meetings and events in the Business Network application.

Meetings Overview

Meetings are essential for networking and collaboration within your business network. This section explains how to schedule, manage, and track meetings.

Meeting Management

Creating a New Meeting

  1. Navigate to the Meetings section from the sidebar
  2. Click the "Create Meeting" button
  3. Fill in the meeting details:
    • Title
    • Description
    • Date and Time
    • Meeting Type (Online or Offline)
    • Meeting Link (for online meetings)
    • Venue Name and Location (for offline meetings)
    • Select City
    • Select Team
    • Set Meeting Fee
  4. Click "Create" to schedule the meeting

Viewing Meeting Details

To view a meeting's details, click on its title in the meetings list. The meeting page shows:

  • Meeting information
  • Eligible members
  • Guests
  • Payment status

Managing Attendance

Tracking Member Attendance

The meeting details page shows all eligible members for the meeting. You can:

  • Mark members as present/absent
  • Record fee payments
  • View attendance statistics

Managing Guests

Guests can be added to meetings and tracked separately from members:

  1. Navigate to the meeting details page
  2. Click the "Add Guest" button
  3. Fill in the guest details:
    • Name
    • Email
    • Mobile
    • Fee Status
    • Invited By (select a member)
    • Notes
  4. Click "Add Guest" to register the guest

Payment Processing

Recording Member Payments

  1. Navigate to the meeting details page
  2. Find the member in the eligible members list
  3. Click "Mark as Paid" in the Actions column
  4. Fill in the payment details:
    • Select Bank
    • Enter Amount
    • Select Payment Method
    • Enter Reference (optional)
    • Add Notes (optional)
  5. Click "Record Payment" to complete the process

Recording Guest Payments

  1. Navigate to the meeting details page
  2. Find the guest in the guests list
  3. Click "Mark as Paid" in the Actions column
  4. Fill in the payment details
  5. Click "Record Payment" to complete the process

Tip: After recording a payment, you can click on the "Paid" status to view the transaction details.

Meeting Status Management

Meetings can have one of three statuses:

  • Scheduled: The meeting is planned but hasn't occurred yet
  • Done: The meeting has been completed
  • Cancelled: The meeting was cancelled

To change a meeting's status:

  1. Navigate to the meeting details page
  2. Click the "Update Status" button
  3. Select the new status
  4. Click "Update" to save the changes

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