If a meeting wasn't automatically linked to a client, you can tag it manually so it shows up under the correct client record. This helps keep your recordings organised and makes it easier to review all meetings for a specific client.

Head to the Clients tab in the left-hand menu. Select an existing client or click New Contact to create one.

Type in the client's name and click Submit.

Still in the Clients tab, scroll to the Members section and click Add member.

Search for the contact who attended the meeting and add them.

You'll see a confirmation message once the contact has been successfully linked.

Once that's done, all past and future meetings with that contact will appear under the client's page, helping you keep everything in one place and making follow-ups a breeze.

Vinyl auto-matches meetings to clients based on the attendee's email address. If a meeting didn't link automatically, it usually means the email on the calendar invite doesn't exactly match the email saved on that person's contact record.

To fix it, follow the steps above and search for the actual meeting attendee (using the email that was on the invite) as the member to link, this is what tells Vinyl the meeting belongs to that client.

Note: tagging a meeting to a client currently requires linking a real attendee from that meeting as a contact. There isn't a way to attach a meeting to a client without linking one of its attendees, if that's what you need, let our support team know via chat so we can look at your specific case.

You can add attendees who aren't part of the client's team, for example an external advisor joining a meeting. They still need to exist as a contact in Vinyl with an email address before they'll appear in the attendee search or the transcript's speaker list.

If that person doesn't have an email address, they currently can't be linked as an attendee or selected as a speaker. You can still leave them labelled as "Speaker 1", "Speaker 2", etc. in the transcript and rename it manually afterwards.