This guide covered the steps to creating, distributing and booking a Scheduling Poll.
Go to app.meetingfull.com
1. Create a Scheduling Poll from the Main Navigation bar or the Polls page
2. Add a title to your Scheduling Poll
3. Add the people you would like to send the Scheduling Poll to
Don't know who needs to be on the Poll? In Step 12 we'll show you how to create a link to the Poll. You can distribute that link and people can add themselves to the Poll.
4. Add an Agenda so that recipients know why you want to meet with them
Click on the "Add Agenda" button.
5. Add all of the Agenda details
Tap on "Next Topic" to add multiple Agenda Topics.
6. Choose whether you want anyone that has access to the Scheduling Poll to also have access to the Agenda
If you're distributing the Poll via a link, you may want to restrict access to the Agenda.
7. Selects dates for potential meeting times
8. Select options to find the best times from your connected calendars
9. Refresh to get updated results
Refresh the results to see the changes made.
10. Expand a day to select times to send to attendees
11. Tap on times to select poll options
12. Choose whether to send the Scheduling Poll as an email, link, or both
Send Poll - sends the Scheduling Poll directly to the attendees that you've added. Generate Link to Poll - Creates a link for you to distribute in an email, case, etc. Anyone with the link can add themselves to the Poll and vote on times that work best for them. Both - You can send the Poll to the attendees that you've added and grab a link to the poll for others to add themselves as well. If you choose this option, you can remove some of the attendees from the email distribution in the next step.
13. If you choose to send an email and generate a link, you can remove individual recipients from the email send by tapping on their avatar
14. Tap on "Polls" in the sidebar navigation menu to see responses
15. Expand the Poll to see Poll responses
Use the filter menu on the right-hand side of the screen to find Scheduling Polls which you've been added to.
16. Edit, Refresh, Delete, or Resend Poll. Then book the best time
MeetingFull will automatically import your attendees and Meeting Agenda!
This guide covered the steps to creating, distributing and booking a Scheduling Poll.