Meeting Template

Whether you are a third-party planner or you work for a large organization, it's not uncommon to receive requests from multiple people asking you to plan their meetings. In your already busy world, handling multiple meeting requests can get overwhelming. That's why meeting forms can be an invaluable tool in your Strategic Meetings Management program.

A meeting form is basically an easy way to streamline your meeting requests and keep things organized. When someone wants you to plan a meeting, they access the form; enter the key event information, such as contact information, event dates, attendees, or room requirements; and submit it for your approval. It only takes a few minutes of their time, and it gives you an organized overview into the meetings throughout your company.

The types of events requested at your organization may vary greatly, which is why Cvent offers highly customizable meeting form options. You can select fields to appear on the form, which may relate to the Requestor (such as email address); the Event itself (such as start date); or the RFP for the event (such as sleeping room requirements.)



You can even ask custom questions such as "Is this your first event?" Thanks to Cvent's extensive question type feature, you can set up questions and answers of virtually any type.



Aside from the content of the meeting form, you can change the look of your form as well. Choose from one of Cvent's various professional form templates. Then, customize it to match your organization and/or department by uploading images for the header and footer.

Best of all, we give you customized controls over the administration of your meeting forms. Create custom statuses for your request forms to let the requestor know where his or her request is in the process. Additionally, you can set up user access rights within your account.