How to created a hosted/buyer meeting manually

This article will discuss how to create a Hosted/Buyer meeting.

There are two ways to create a meeting from the dashboard. This article will highlight both ways to create a meeting and enable the hosted/buyer experience.

Prior to creating a meeting, you must enable the hosted/buyer experience in the dashboard.

On the lefthand side of the page click the Hosted Buyer icon

Ensure that Enable the Hosted Buyer Experience is enabled

Under Select the Current Phase of the Experience select Closed Phase

Make sure you save it on the top righthand side of the page

When one creates meetings in this phase, users won't be able to reschedule until you change the experience
To schedule a meeting follows one of the following options:

Option 1:

1. To create a meeting in the hosted/buyer environment first go to the  meetings tab on the lefthand side of the dashboard. 

2. Once in the meeting tab select  create a meeting on the upper right-hand corner of the page.

3. Once in the create a meeting tab input the requestor, recipient, day, time, location

4. When you have input all those details at the bottom right-hand corner you will see the create a meeting button.

5. Success you have created a meeting - please note you must accept the meeting

6.  The meeting will have populated in the dashboard. Select the meeting that you have just created.

7. At the bottom of the meeting details, you will need to change the status to accepted and then client on the edit meeting button on the bottom right-hand side of the screen.

Option 2:

1. Click on All under Data Types

2. Filter to find the buyer or supplier that you want to create the meeting for.

3. Click on the appropriate profile

4. In the profile on the right-hand side of the page, you will see create meeting.

5. Once in the create a meeting tab input the requestor, recipient, day, time, location

6. When you have input all those details at the bottom right-hand corner you will see the create a meeting button.

7. Success you have created a meeting -  please note you must accept the meeting

8. The meeting will have populated in the dashboard. On the left-hand side of the screen select meetings.

9. Select the meeting that you have just created.

10. At the bottom of the meeting details, you will need to change the  status to accepted and then click on the edit meeting button on the bottom right-hand side of the screen.

That's how you create a meeting in the hosted buyer environment. 

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