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.
Add or Select The 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.
Link a contact from the meeting
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.