All Collections Software - Managing your Business
Manage Engagement Meeting Locations and Default Settings
Manage Engagement Meeting Locations and Default Settings
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Written by Admin
Updated over a week ago

Save your preferred meeting locations for matching interviews and sessions. Set defaults for program templates and engagements.

Add a Location to a Specific Session in an Engagement

You can edit the location on a specific session without it affecting any of your default settings.

  • From the Engagements page select an Engagement.

  • Create a Session by adding an item and choosing Engagement Session.

  • Add a Location under Session Details.

  • Click Add New to create a new Meeting Location.

Save a Default Location for All Sessions in an Engagement

Follow these steps to set a Default Location in Engagements:

  • Click on Engagements and select an Engagement.

  • Choose the Settings Tab.

  • Under General click on Default Meeting Location.

  • Save your default meeting locations. It will update and appear on all unscheduled sessions.

Save Default Locations to Engagement Templates

Follow these steps to set a default location in Engagement Templates:

  • Go to Company Settings > Engagement Templates.

  • Click on Settings in the upper right corner.

  • Click on Default Meeting Location.

  • Add and save. This will update all session locations by default.

  • Alternatively, if you do not use the same location for all sessions, you can save unique locations for each session.

Save a Default Location on Calendar Settings

You can also navigate to your calendar settings (if you are a coach) by clicking on your profile picture, clicking my settings, then the calendar tab. At the bottom of the page you will see default locations. Here you can set your default locations for all of your engagements (if there is no default set by admins on the engagement template).

You will be able to click which location you would like to use for coach matching interviews by clicking the first icon on the right and you can set your location for sessions by clicking the last icon on the right.

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