A Meeting Request Form is a document used to formally request, schedule, and organize a meeting by capturing details such as date, time, location, participants, and purpose.


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User Guide: Meeting Request Form

Overview

This Meeting Request Form allows you to formally request and schedule meetings within your organization. The form collects all necessary information to properly plan and coordinate your meeting.

How to Use the Form

1. Meeting Details Section

  • Meeting Title: Enter a clear, descriptive title for your meeting (required)
  • Purpose of Meeting: Briefly explain why this meeting is necessary (required)
  • Preferred Date: Select your desired meeting date (required)
  • Preferred Time: Choose your preferred start time (required)
  • Estimated Duration: Select how long the meeting is expected to last (required)
  • Meeting Location: Specify where the meeting will take place
  • Meeting Agenda: Outline the main topics to be discussed

2. Requester Information Section

  • Your Name: Enter your full name (required)
  • Your Title: Provide your job title/position
  • Department: Specify which department you belong to (required)
  • Email: Enter your email address (required)
  • Phone Number: Provide your direct phone number
  • Extension: Include your phone extension if applicable

3. Attendees Section

  • Required Attendees: List names and departments of people who must attend (required)
  • Optional Attendees: List people who could attend if available

4. Additional Information Section

  • Equipment Needed: Select any equipment required (hold Ctrl/Cmd to select multiple options)
  • Catering Requirements: Choose any food/beverage needs
  • Additional Notes: Include any special requirements or comments

Form Features

Required Fields

All fields marked with a red asterisk (*) must be completed before submitting your request.

Buttons

  • Print Form: Creates a printer-friendly version of your completed form
  • Reset Form: Clears all entered information from the form

Technical Notes

  • The form is responsive and works on mobile devices, tablets, and desktops
  • When printing, the form automatically formats for paper with the buttons hidden
  • All date and time fields use your browser's native pickers for easy selection

Best Practices

  1. Provide as much detail as possible in the agenda to help attendees prepare
  2. Schedule meetings during standard business hours when possible
  3. Verify room availability before specifying a location
  4. Request equipment and catering well in advance of the meeting date
  5. Include all required attendees but be selective about optional attendees

Troubleshooting

  • If a field won't accept your input, check that you're using the correct format
  • Ensure all required fields are completed before attempting to print
  • If the form isn't displaying correctly, try refreshing your browser

For additional assistance with meeting requests, please contact your administrative support team.