Meeting with your mentor is a great way to stay aligned, track progress, and get the most out of your mentoring journey. It shows commitment and creates space for meaningful conversation and development. Here’s how to set up your meeting through the platform.
Create a meeting
Once you have a confirmed match with a mentor, select ‘Relationships’ on the top menu.
Go to your chosen mentor and click ‘View relationship’
Select ‘Create meeting'
Fill out all ‘Meeting details’ tabs as per the image below and select 'Next'. Under ‘How To Meet’, you have the option of: in person, phone or video conferencing. Users can discuss the best method for video meetings, whether this be MS Teams, Zoom or other video meeting software.
Finally, review meeting details and finish by clicking ‘Schedule meeting’. Meetings will then be displayed on your Homepage, and you will receive a calendar invite to your email (as will your recipient).
📌 If your platform allows it, MS Teams can be linked up so meetings can be made without leaving the platform and synced automatically with employees' Outlook calendars. Reach out to your Customer Success manager (CSM) for guidance on this.
💬 Do you have any questions? There are two ways to get in touch:
Via live chat, which should appear in the bottom right-hand corner of your screen.
Or send us an email.