Admin managed meeting templates

Standardize Meetings and Empower Admins

Leadmonk's admin-managed meeting templates empower administrators to create consistent and efficient meeting experiences across your organization. This functionality provides several benefits:

• Standardization: Pre-configured templates ensure all meetings follow a consistent format, improving clarity and focus.
• Enhanced Control: Admins gain more control over scheduling by defining meeting parameters and options available to users.
• Simplified Management: Easily manage meeting details for users, eliminating repetitive tasks and ensuring accuracy.
• Automatic Updates: Any changes made by admins to templates automatically update for assigned users, keeping everyone on the same page.
• User-Friendly Scheduling: Users can leverage pre-defined templates to quickly schedule meetings without needing to configure details each time.
• Unmodifiable Templates: Users cannot modify admin-managed meeting types, preventing accidental changes to the standardized format.

Creating Admin-Managed Meeting Templates

Transforming Existing Templates

You can convert any existing meeting template in Leadmonk into an admin-managed template, making it available for team members to schedule one-on-one meetings. 

Follow these steps:

01) Navigate to Meeting Templates: Access the Leadmonk interface and navigate to the "Router" section. From there, locate and select "Meeting Templates".

02) Select the Template: Identify the meeting template you want to convert and click on it to open its editing options.

03) Enable Admin Control: Locate the "Admin control" tab within the meeting template settings.

04) Activate Admin-Managed Status: Under the "Admin control" tab, find the switch labeled "Admin managed meeting type" and toggle it to the "On" position.

05) Assign Users (Optional): Leadmonk provides two options for user assignment:

• Assign to All: Select this option to make the template available for scheduling meetings by all team members in your organization.
• Assign to Specific Users: Choose this option for more granular control. A list of team members will appear, allowing you to select the specific individuals who can leverage this template.

06) Save Changes: After making your selections, click the "Save" button to finalize the conversion and user assignment for the admin-managed meeting template.

You can also go to this page by following below shown path:

User Experience with Admin-Managed Templates

When team members log in to their Leadmonk account, they will see admin-managed meeting templates enabled for them by the administrator on Scheduler -> Meeting types page. These templates are readily available for use when scheduling meetings, streamlining the process and ensuring adherence to standardized formats. It's important to note that users cannot modify any settings or details within these templates.