Note: Adding attendees to an event is supported only for Meeting Efficiency clients.

Complete the following steps from the Events tab (or the Home page if this event is in your list of Upcoming Events on that page):
 

  1. Click the name of an existing event.
     
  2. Click the Agenda subtab.
     
  3. Click Roll Call (found above the agenda pane).
     
  4. Enter the attendee name in the Add Attendee field. As you type, names in the system will populate a drop-down list.
     
  5. Once you've typed or selected the name, click Add
  1. After adding all necessary names, deselect the Voting checkbox next to the names of any non-voting members. The Voting checkbox is selected by default.
    Note: Remember to update the attendee list whenever an election occurs. 
  1. Use the up and down arrows to rearrange the order of attendees. Click the Delete button next to a name to delete it.



Notes:

  • It isn't necessary to add a roll call line (by clicking Save Changes), especially if you don't want it to be displayed on your published agenda if you use a template. 
  • If members of the meeting change for a particular meeting, you must edit the Roll Call. If the event is detachedn from the series, your changes won't affect the series. See Attendees and Recurring Events below.
  • You may wish to record guests or other non-participating attendees by adding a Note rather than updating the Roll Call. 

Attendees and Recurring Events

For recurring events, attendees are saved for the entire series, so you don’t have to set them up each time. However, when an occurrence becomes detached (e.g., you publish an agenda for one occurrence of the event), the series' attendee list is copied to the occurrence, and edits to the detached occurrence's attendee list apply only to that occurrence. If you want to apply edits to the whole series, you must edit the attendee list for an occurrence that is not detached from the series. To learn more about detached events, see Modifying One Event in a Series.