Schedule `Meetings Efficiently` Using HEM
Student Portal

Schedule, track, and manage meetings associated with an individual contact record.

Schedule meetings from within a contact record
Assign meetings to a staff user and set date/time details.
Record meeting type, location, and notes to maintain a complete follow-up history.
Manage meetings through the meetings list, including viewing, editing, and marking meetings as held where applicable.

See How it Works

`1.` Accessing Meetings for a Contact

Meetings are accessed from within an individual contact record.

From the main menu, open Contacts and locate the required contact record.
Open the contact record.
In the contact record, select Activities.
Open the Meetings tab.

`2.` Scheduling a Meeting

Use Add Meeting to schedule a new meeting for the selected contact.

On the Meetings tab, click Schedule Meeting.
Enter the meeting subject
Select the Meeting Type (for example, in-person meeting, virtual meeting, or other types available).
Set the meeting Date and Time.
Select the internal users that you would like to attend the meeting.
Invite additional external attendees.
Add Notes or agenda details in the description box
Click schedule meeting.

`3.` Managing Existing Meetings

Meetings can be managed through the Actions menu for each meeting.

In the Meetings list, locate the required meeting.
Open the Actions menu.
Select the required action: View, Edit or Delete.

`5.` Meetings Calendar

After a meeting occurs, you can check the main calendar and browser through its multiple views.

Click on the top hamburger menu
Click on the calendar menu
Add meeting from the calendar using the top Actions button

Frequently Asked Questions.

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How does HEM-SP help schools schedule and track meetings in one place?

HEM-SP lets staff create meetings directly within a contact record so every appointment stays tied to the right applicant, student, or stakeholder. This gives admissions, advising, finance, and student services teams a single history of upcoming and past interactions.

Can I schedule a meeting directly from an applicant or student profile?

Yes. Meetings are created from the contact record, which helps teams keep communication history, notes, and follow-up actions connected to the right person. This reduces context switching and improves handoffs between departments.

Can HEM-SP manage both in-person and virtual meetings?

Yes. Schools can use meetings for in-person appointments, virtual advising sessions, admissions interviews, parent meetings, and other scheduled interactions. The goal is to keep meeting logistics and outcomes visible inside the student journey.

What information can staff capture when creating a meeting?

Teams can record the meeting subject, date, time, type, attendees, location, and internal notes or agenda details. This helps maintain a clear follow-up history and gives staff the context they need before and after the meeting.

How do schools track what happened after a meeting?

After the meeting, staff can update the record with outcomes, decisions, and next steps. If additional action is required, they can create a related task so the follow-up is assigned and monitored.

How can schools use HEM-SP meetings?

Schools can use meetings for placement interviews, accommodation discussions, visa support calls, parent check-ins, and pre-arrival advising. This is especially useful when staff are managing short decision cycles and frequent start dates.

How can colleges and universities use HEM-SP meetings?

Colleges and universities can use meetings for admissions interviews, program fit conversations, document review sessions, funding discussions, and orientation preparation. Keeping those meetings inside the student record makes it easier to move applicants from inquiry to enrollment.

Can multiple staff users and external attendees be added to the same meeting?

Yes. HEM-SP supports internal participants and external invitees so schools can coordinate appointments that involve more than one staff member or outside attendee. This helps when a meeting includes admissions, finance, academic staff, or family members.

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Schedule `Meetings Efficiently` Using HEM
Student Portal

`1.` Accessing Meetings for a Contact

`2.` Scheduling a Meeting

`3.` Managing Existing Meetings

`5.` Meetings Calendar

Frequently Asked Questions.

Get Started With Your Student Portal Demo

See the Action

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Schedule Meetings Efficiently Using HEM Student Portal

1. Accessing Meetings for a Contact

2. Scheduling a Meeting

3. Managing Existing Meetings

5. Meetings Calendar

Frequently Asked Questions.

Get Started With Your Student Portal Demo

See the Action

Trusted By

Schedule `Meetings Efficiently` Using HEM
Student Portal

`1.` Accessing Meetings for a Contact

`2.` Scheduling a Meeting

`3.` Managing Existing Meetings

`5.` Meetings Calendar