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Other functionnalities

Bulk Update Meeting Attendees

Learn how to quickly add, update, or remove attendees across multiple meetings or entire meeting series in Procore.

Managing attendance for recurring meetings in Procore can be time-consuming. The Bulk Meeting Attendees tool allows you to manage participants across multiple meetings simultaneously, rather than opening every single occurrence.

1 - Prerequisites

To use this tool on a project, you must have Admin permissions on the Meetings tool in Procore for that specific project.

2 - Features and Options

The tool provides three main ways to manage project members within your selected meetings:

  • Add/Update Status: Select a participation status (e.g., Present, Absent) to apply to the users. You can also select “No Status” if you simply want them listed as attendees without a specific participation record.
  • Replace Status: Toggle this icon if the user is already on the meeting and you wish to overwrite their existing status with a new one.
  • Delete Attendee: Use the “Delete attendee in selected meeting” option to remove the selected users from the meetings entirely.

3 - How to Manage Attendees

  1. Select Users: Choose one or multiple users from the project directory list.
  2. Select Meetings: Choose the meeting occurrences you want to modify.
  3. Set Status: Choose the desired attendance status (optional).
  4. Execute: Apply the changes. The app will process the updates directly in Procore.

4 - Navigation Tips & Shortcuts

Since Procore treats every occurrence of a recurring meeting as an individual entry, the list can be long. Use these keyboard shortcuts to navigate and select items efficiently:

  • Select Multiple (Individual): Hold the Ctrl key (or Cmd on Mac) while clicking to select several specific users or meetings.
  • Select Range (Series): To select an entire series or a block of meetings, click the first item, hold the Shift (Maj) key, and click the last item. This is the fastest way to add a user to a 6-month meeting series.

[TIP]: Using the Shift key is highly recommended for recurring meetings to ensure no single date in the series is missed during the update.