Appointments, Files, and Forms (Startup/SME)

This section covers the essential tools for interaction, resource management, and data submission.

4.6 Book Appointments

Startups can easily schedule one-on-one meetings with mentors, coaches, or other service providers.

• Scheduling Access: Access the appointment scheduling tool to view the availability of experts.
• Booking Process: Select an expert and choose an available time slot from their integrated calendar.
• Confirmation: Receive confirmation and calendar invites for the scheduled meeting.
• Management: View, reschedule, or cancel upcoming appointments.

4.5 Managing Shared Files

The platform provides a centralized file repository for sharing and accessing important documents.

• Access: View files shared by the program administrators, mentors, or other team members.
• Upload: Upload and share relevant documents, such as pitch decks, business plans, or financial reports, with assigned experts or investors.
• Organization: Files are typically organized by project or category for easy retrieval.

4.7 Forms

Startups are required to complete various forms throughout the incubation process for assessment, feedback, and data collection.

• Access: View a list of all forms assigned or relevant to the startup.
• Completion: Complete and submit forms, surveys, and assessments created using the Forms Management Module.
• Status: Track the submission status of all required forms.

References

[1]: User Manual - Section 4.5 Managing Shared Files, 4.6 Book Appointments, & 4.7 Forms