Next Steps are designed to guide you through your program’s journey by providing clear agendas and actionable tasks. If one of your Next Steps includes a "Schedule this meeting" action button, here’s how you can easily schedule a meeting:
Step-by-Step Guide
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Access Your Home Page
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After signing in to Qooper, your Next Steps will appear at the top of your Home page.
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Locate the Next Step that includes the "Schedule this meeting" button.
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Open the Step Details
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Click on the Next Step with the "Schedule this meeting" button.
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A detailed window for that step will pop up.
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Start Scheduling
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In the Step Detail window, click the "Schedule this meeting" button.
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Select a Connection
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A new window labeled "Select a connection to schedule a meeting" will appear.
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Choose the connection you want to schedule a meeting with.
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Fill in the Meeting Details
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You will be directed to the meeting scheduling page.
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The Title and Notes & Agenda fields will be pre-filled based on the topic of your Next Step. You can modify these fields if necessary.
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Complete Required Fields
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Fill out all mandatory fields marked with a red star (★). These fields are required to schedule the meeting.
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Finalize Scheduling
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Once all fields are completed, click "Schedule" to confirm and schedule your meeting.
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Tips for Success
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Check Your Next Steps Regularly: Your Home page is updated with the latest steps to keep you on track.
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Modify Pre-Filled Details if Needed: Adjust the Title and Notes & Agenda fields to better fit your meeting goals.