Meeting creation

Meeting creation is via Meetings page + New meeting button. One form, many fields.

New meeting form

Basics

Title (e.g., "Weekly standup", "Consultation with Anna")
Type (STAFF_MEETING / CLIENT_MEETING / etc.)
Description (optional, details)

Time

Start (date + time)
End (date + time)
Time zone (default tenant-level)

Location

Type: IN_PERSON / ONLINE / HYBRID
Address (IN_PERSON / HYBRID): address
Online platform (ONLINE / HYBRID): e.g., "Zoom"
Online link: e.g., zoom.us/j/123
Online instructions: e.g., "Dear customer, join Saturday 14:00"

Participants

+ Add staff: tenant internal
+ Add customer: customer record
+ Add external: email only
Role: ORGANIZER / REQUIRED / OPTIONAL

Payment (optional, only CLIENT_MEETING / CONSULTATION)

Price + Currency
Customer pays via checkout

Notes (optional)

Internal meeting note.

Steps

+ New meeting button
Fill fields
Save → meeting created
Auto-email to participants (with RSVP link)

Recurring meetings

"Recurrence" rule on meeting editor:

Weekly (e.g., every Monday)
Bi-weekly
Monthly (e.g., first Thursday)
Custom (cron-style)

System generates recurring meetings by rule. Each is separate meeting record (editable individually).

Series editing

If you modify a specific meeting, asks:

This occurrence only (single meeting modified)
Entire series (from this onward)

Cancel and Complete

Cancel

Cancel meeting button
Reason field (optional)
Notify participants toggle (auto-email)
Status: CANCELLED

Complete

Complete meeting button (after meeting time)
Notes (mandatory, post-meeting note)
Status: COMPLETED

Duplicate

Duplicate existing meeting to new time:

Duplicate button
Pick new time
Participants and config preserved
Save → new meeting

Useful: frequent meetings without recurrence rule.

Module toggle

At salon level, Meetings module on/off:

Settings → Modules → Meetings → ON / OFF
OFF: Meetings menu disappears

When to use it

Scenario 1, ad-hoc team meeting "Monday morning 9:00 standup." + New meeting → STAFF_MEETING → all staff. Save. Auto-email to team.

Scenario 2, customer consultation Customer asks for online consultation. + New meeting → CONSULTATION → ONLINE → Zoom link. Customer participant. Save.

Scenario 3, recurring training Monthly training. + New meeting → TRAINING → Recurrence: monthly 1st Thursday. Save. System generates 12 months.

Scenario 4, meeting cancellation Team meeting tomorrow. Event interrupts → Cancel meeting → reason: "Force majeure" → Notify participants ON. Auto-email.

Scenario 5, post-meeting notes Consultation done. Complete meeting → notes: "Customer books Trend color in 3 months." Also saved on customer profile.

Tips

ORGANIZER role is automatic, you're the creator.
REQUIRED vs OPTIONAL distinction helps meeting priority.
Duplication is fast, don't manually make 5 similar meetings.
Recurrence series edit is cautious, may affect whole series.
Cancel notify is courtesy-mandatory, don't leave participants with non-existent meeting.
Complete notes are auditable, be detailed.

Create and manage