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Meeting agendas and minutes, from plan to “everyone has read it”

Six short steps with sample names. It plays by itself, or use the buttons to move at your own pace.

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clinic-admin.com · Meetings
Plan a meeting Sample
Tue 20 Oct 2026
Staff Meeting
Who is it for?
Everyone on the teamChoose people
Dr ChenNina (nurse)Rae (reception)Sam (locum)
✓Open the agenda so they can add itemsThey see only this meeting’s agenda.
✓Give each person a task to add their agenda itemsDue the day before the meeting.
✓Also email themNames the meeting and date only, never the content.
Plan meeting
What the invited staff see
Add your agenda items: Staff Meeting, Tue, 20 Oct 2026
Add your items to the agenda
Priya has opened the agenda for the Staff Meeting, Tue, 20 Oct 2026. Please add anything you would like discussed.

Sign in to clinic-admin.com and open Meetings. This notice has no meeting details in it.
Add your items to the agenda: Staff Meeting, Tue 20 OctDue Mon 19 Oct · Open
Sam was not chosen, so Sam sees no task, no agenda and no email.
Coming up: Staff Meeting Agenda open
Fridge alarm call list needs updating
Nina
Flu vaccine order for the winter clinic
Dr Chen
Cover for the Friday front desk
Rae
Add an item for the agenda…
AddI have nothing to add
✓Add your items to the agendaTask completed automatically
Write the minutes
- Fridge alarm call list needs updating
- Flu vaccine order for the winter clinic
- Cover for the Friday front desk
Order flu vaccines by 30 Oct. Rae to cover Fridays until December.
Update alarm call list · Nina · due 3 Nov
Nina now has “Update alarm call list” in her Action Register.
Staff view
Decisions
Order flu vaccines by 30 Oct. Rae to cover Fridays until December.
Mark as read
Your view
Read by 2 of 3 staff
✓ Nina · 22 Oct
✓ Rae · 22 Oct
○ Dr Chen
Remind unread
Coming up: Staff Meeting, Tue 3 Nov Agenda open
Carried over from the last meeting: Update alarm call list · Nina · still open
✓Plan the next meeting on that dateSame people, agenda opens, open actions carried over
PrintConfirm minutes
Sample screens with made-up names. Layout and wording follow the real Meetings page.

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