Event check-in
How do I check into a meeting or call on my dashboard?
Monique Le Roux
Last Update a month ago
You must check in to your meeting when you arrive at the customer's location so that you may begin taking notes for the meeting.
You need to click on CHECK IN on a green meeting card to begin taking notes for your in-person meeting:
A call can happen from anywhere, but you still need to click LOG CALL on a purple call card to begin taking notes for your call (phone or virtual):
When you have checked into a meeting (face-to-face or call), you will see the notes page, and you may begin taking notes.
When you are done taking your notes, you may end the meeting by clicking or pressing this button:
Web: END MEETING
Android App: FINISH MEETING