This article will show you how to cancel and reschedule a meeting, as well as how to publish a meeting cancellation notice.
For instructions on how to delete a meeting from the system, see the Delete a Meeting section of our Create and Manage Meetings article.
Cancel and Reschedule a Meeting
Sign in to the system if you have not already
Navigate to the Meeting Detail Screen of the meeting you would like to cancel and reschedule
Click the Calendar and Clock icons to update the Date/Time field to reflect the rescheduled meeting date and time
Click the Update button to save your changes
Navigate to the Output tab
Under the Agenda subtab, create or recreate and publish the agenda, if needed
Under the Private Packet subtab, create and publish the private packet, if needed
Under the Packet subtab, create and publish the public packet, if needed
Navigate to the left menu and click the Create Meeting button
Fill in the Create Meeting fields with the original meeting date and time, and add the word "CANCELED" to the meeting field name
Meeting Name (required): Edit this field to match the original meeting name of the rescheduled meeting and add the word "Canceled" (this field will auto-populate a meeting name based on the default meeting type)
Meeting Type: Select the meeting type from the dropdown that matches the meeting type of the rescheduled meeting (this field will auto-populate with the default meeting type)
Venue (required): Select the venue from the dropdown that matches the venue of the rescheduled meeting
Recurrence: Select the Single Meeting option
Date: Click the Calendar icon and select the original date of the rescheduled meeting (you cannot manually enter a date into this box)
Time: Enter or select the original start time of the rescheduled meeting (you can manually enter a time into this box, but it must follow the format of the default time shown in the box)
Click the Create button
The meeting has been canceled and rescheduled
Create and Publish a System-Generated Meeting Cancellation Notice
This section will show you how to use the system's built-in agenda functionality to create and post a cancellation notice on your publishing website. To post a notice created outside the system, follow the instructions in the Upload and Publish an Outside Meeting Cancellation Notice section.
Sign in to the system if you have not already
Navigate to the Build tab
Click the Delete button (red circle and X icon) next to all sections except for 1
Note: If you have other sections you would like to keep on this notice, that is okay.
Click the Apply button to save your changes
Navigate to the Review tab
Update the Agenda Content text for your single remaining section with your cancellation or rescheduled meeting notice text
Click the Update button to save your changes
Navigate to the Output tab
Ensure you are viewing the Agenda subtab, and click the Create Agenda button
Click the Publish button
Your cancellation notice agenda with the meeting title with the word "Canceled" on it, the original meeting date and time, and the remaining agenda section with cancellation text has been published
Upload and Publish an Outside Meeting Cancellation Notice
This section will show you how to add and post a cancellation notice created outside of the system. This notice replaces the version that the system populates. To post a system-generated notice, follow the instructions in the Create and Publish a System-Generated Meeting Cancellation Notice section.
Sign in to the system if you have not already
Navigate to the Build tab
Click the Delete button (red circle and X icon) next to all sections except for 1
Note: If you have other sections you would like to keep on this notice, that is okay.
Click the Apply button to save your changes
Navigate to the Review tab
Update the Agenda Content text for your single remaining section with your cancellation or rescheduled meeting notice text
Click the Update button to save your changes
Navigate to the Output tab
Ensure you are viewing the Agenda subtab, and click the Create Agenda button
Click the Upload Modified DOCX button to upload a cancellation notice Microsoft Word document created outside of the system
Or click the Upload Modified PDF button to upload a cancellation notice PDF created outside of the system
Find and select the cancellation notice file that you created within your computer's File Explorer
Click the Upload Modified DOCX button or Upload Modified PDF button on the Upload Warning pop-up that appears
Note: Uploading a modified version of the agenda deletes all existing PDF versions of the agenda, packet, and minutes that have been generated.
If you added a Word version of your cancellation notice, click the Convert to PDF button
Notes:
Skip this step if you have uploaded a PDF file.
This conversion is necessary because only the PDF and HTML versions of an agenda are published.
Click the Publish button
Your meeting cancellation notice has been uploaded and published
Note: The HTML version of the agenda that appears on your publishing website pulls its content directly from the Build and Review tabs within the software. So, if you decide to upload your own outside cancellation notice document, the HTML version will not match the PDF version that is published. This is why it is recommended to go through the steps to delete all sections and add cancellation text to the Build and Review tabs, even if you are uploading a cancellation notice. That way, the HTML version will also indicate that the meeting was canceled or rescheduled.