Details on how to create a new meeting type with an explanation of all settings
To begin the creation of your Meeting Type, head to Site Settings > Meeting Types.
Once you have selected +New Meeting Type, you will be presented with the following information:
The details below go over in depth what everything means.
General Tab
Agenda Type Name: The title of the Meeting Type
Public: Do you want the meeting name to display on the public portal?
Default Approval Template: These are your default approvers for this meeting type.
Resolve - Creating Default Approvers Guide
Default Agenda Word Template: What Agenda template would you like to use?
Resolve - Creating and Uploading your Word Design Guide
Default Agenda Section Content: Section design for your Sections.
Resolve - Section Design Guide
Default Agenda Item Content: Agenda Item design (what sits under your sections)
Resolve - Agenda Item Design Guide
Default Agenda Item Official Body: Who are your board members?
Resolve - Adding Board Members Guide
Bold Sections in Agenda: Do you want your Sections to be in Bold?
Item Style/ Format – Level 1:
First drop down: How do you want your items to display in the design (1,2,3…. ABC)
Second drop down: Do you want a period after your numbers or something else?
Item Style/Format Level 2 – 6 are the designs of your sub items – usually your sub items would have continuous numbering ticked.
Agenda & Item “Custom Data” Tab Label: Where you can change the “Other Details” tab name.
Item, Section & Motion Display page template: Your design for these areas.
Resolve - Set up Display Page Template Guide
Remaining Tabs under the Edit Section
Sections: Upon creating your section design and adding your sections – select which sections are applicable to this meeting type.
Approvals: This can also be added in the details tab
Item Report: What report design do you want to use for your reports?
Resolve - Creating a Report Design Guide
Minutes: What design do you want for your Minutes doc?
Details: What fields do you want to show in the details tab – this is set up in Labels
Resolve - Updating Details Tab
Notifications: do you want specific users to be notified when a new item has been added to this agenda?
Categories: Drop down list of options to display on the Report or a Specific report Category (you set these categories up in the Item Options area - these are also the ones that can overwrite the default approval workflow)
Motions: Recorded in the minutes – what is the motion for the action you’re recording
Formatting: What default formatting do you want for that meeting type
Icons in the Meeting Types:
Section order – re-arrange your sections that you’ve added under the general tab
Custom Data (Other Details tab)
Recording any financial implication's data 
Details tab
What default texts did you want to add for this meeting type?
What default Items did you want to add for this meeting type?
If throughout any of this process you need assistance, you can message through to our HelpDesk.