Expert Meetings are a way for your attendees to gain valuable insight from industry experts.
Set Up Expert Users
First, we need to get your "experts" into the system.
- Create a Custom Role dedicated to the experts:
- Generally, this role is labeled "Expert"
- Refer to our article on adding custom roles
- Assign the Staffing roles:
- For your "expert" users, assign them the role of "Staffer" or "Staffing Lead"
- Refer to our article on editing users
- When editing, scroll to the bottom and add the "Staffer" or "Staffing Lead" role.
- Click Save
Expert Meetings and Meeting Types
Hubb gives you the ability to create Meeting Types for your meetings. When you're configuring meeting types, you can set them up so that they require experts to attend:
From the Admin portal, click on Meetings > Meeting Types:
From the next page, you can view all your existing meeting types. Click on Create Meeting Type in the top-right corner:
Next, fill out the general details for your meeting type. In our case, we'll title it Expert Meeting. Next, add a Description and Color associated with the meeting.
Under Does this meeting require experts? click yes. From there, you'll be able to select the roles that are considered an expert as well topics, workgroups etc.
After you click Next in the top-right corner, you'll be brought to the role requirements page. From here, you can make all the role configurations you need with your new meeting type.
After you click Next again, you'll be brought the the meeting details page. From here, you can add specific questions you'd like your meeting curators to answer. You can also provide specific instructions to all involved in the meeting.
After clicking Next one last time, you'll be brought to a page where you can enter specific messaging for all the roles you've selected to receive an email invitation. After you're done, click Finish.
If you have any questions, please reach out to email@example.com.