Get specific with Types when recording Client Meeting Dates in the Hubly Client Card:
Meeting Date Types can be previewed for the next and last meeting dates on-hover:
Or, you can see a complete summary of all meetings under the Show More menu:
To edit or create the meeting types, simply type in the meeting heading, and press Enter.
Don't forget to update your automation rules on your new client and check-in meeting workflows to leverage client meeting date types:
You can also use this tool to plan better day-of workflows by configuring automation rules to populate clients on their specific client date:
Don't forget to leave your feedback and let us know how we can continue to improve your experience in Hubly!