Flow for 1 on 1 Meetings (1:1)

A one-on-one (1:1) meeting is a private conversation between two people, usually a manager and their direct report, to discuss work-related topics. Apart from this, it can be a customer onboarding session, a coaching session, a teaching/training session, or even a session between a doctor and a patient.

With Flow, you can easily set up, visualize, and walk through using available features. 

Why Flow?

• Easy to set up in a few steps
• No learning curve
• Easy to access with any web browser or mobile browser
• Use Screen Sharing, Slides, Video or Web content blocks to walk the attendee through
• Set up quick quizzes through surveys
• Use the laser pointer and web-based tools easily
• Follow up emails
  
• Issue a certificate if necessary
• Automate these sessions with the AutoFlow/Evergreen Automated option (Addon).

With Flow, it is quite easy to set up a 1 on 1 or multi-person meetings. You just need to set it up in two minutes and Flow does the rest! Here is how...

Tips for a Successful 1:1 Session

• Respect Time: Start and end the session on time. This shows respect for the other person’s time and sets a professional tone (set up date/time/timezone and reminders easily)
• Be Present: Give your full attention during the session. Avoid distractions such as checking emails or phone notifications (attention tracking is available with Flow webinar options)
• Confidentiality: Ensure that all discussions are kept confidential, especially in sensitive situations like doctor-patient or manager-employee sessions (Flow is built with security in mind - we use Azure/Amazon AWS services)
• Clarity in Communication: Be clear and concise in your communication, ensuring that all points are understood by both parties (High-quality audio/video and screen sharing help clarify)
• MeetingsRecap and Document: Summarize the main points discussed at the end of the session and document them if necessary. This helps in tracking progress and ensuring accountability (Meetings can either be recorded with audio/visuals or analytics only, follow-up emails is another possibility).

Follow these easy steps to set up a 1 on 1 meeting

1. Log into the admin portal (your role must have the ability to create events - read more about roles)
2. Click 
3. Select the meeting type as Meeting and fill/select the rest of the details such as date/time
   
4. From the next screen, select or add hosts/attendees. In your case, you just need to add a new user or select one person from the user library
5. Here is how to add a user to the list: 
   • Click the plus button 
     
   • Click the + button again in the list 
     
   • Enter the email and proceed 
   • Enter the details of the person and click add
     
6. Next, select whether you want to record the session or not (enabled by default)
7. Skip the customization unless you want to change the confirmation email subject/body and reminders (you can set 2 reminders). 
8. Done!

Find/Edit Meeting Details