To record a new meeting and add meeting notes:

• Log in to Morrisby Manager
• Go to 'Students'
• Find the student account, click on the name to open it
• Go to 'Meetings'
• Click 'Add Meeting'
• Select the meeting type and add all the required information
• Type your notes or use the Morrisby template for Formal careers guidance meetings
• Decide whether you want to share the meeting notes with the student
• Save

Please note:

Meeting notes are visible to all other staff members with access to student accounts in Morrisby Manager.

Shared meeting notes are NOT visible to parents/guardians via parental access to student accounts.

Watch the detailed guide below to see how to record meeting notes and share them with students in Morrisby, or open it in a new tab via this link: Recording Student Meetings in Morrisby.