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 Program Templates
Follow these steps to set a default location in Program Templates:
Go to Company Settings > Program 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 for Matching Interviews
If you participate in coach matching, you should save a default interview location under your personal settings.