How to View Meetings in WeekMate CRM User Portal

How to View My Meetings from the User Portal

Overview

The User Portal in WeekMate CRM allows employees to view and manage their scheduled meetings in one place. The Meetings section displays all upcoming and past meetings along with important details such as time, date, and status.

You can use this section to stay updated with your schedule and quickly open any meeting to view complete information.

Before You Begin

Before viewing your meetings, make sure:

  • You are logged in to the WeekMate CRM User Portal.
  • Meetings have been assigned or scheduled for your account.

Steps

  1. Log in to the WeekMate CRM User Portal.
  2. Open the Meetings section from the main menu.
  3. View the list of all scheduled meetings.
  4. Check meeting details such as title, date, time, and status.
  5. Click on any meeting to open full details.
  6. Review the complete meeting information.

Video Tutorial

Watch the video below for a complete walkthrough of this process in WeekMate CRM.






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