Use the Meeting Date section to:

Get started by selecting the Add Meeting button at the top right corner of the Client Card:

Select or create the meeting type by simply typing in the meeting type dropdown, and select the + Create option.

Now use the date and time picker to select the meeting's date and time and hit Save.

Meeting Date Types can be previewed from the next and last meeting dates on-hover:

Or, you can see a complete summary of all meetings under the Show More menu:

You can leverage meeting date types with Important Client Date Rules to plan better prospecting, onboarding, and check-in management workflows by configuring these automation rules to populate clients on, before, or after a specific meeting date:

Don't forget to update your existing automation rules to leverage client meeting date types in your existing meeting management workflows:

We created a collection of useful Product Guides to let you explore Hubly and get familiar with all of the different ways that our product can make you more productive and simplify how you run your practice.

If you've checked out the Help Center and still need some guidance, you can use the in-app Live Chat to send us a message. You can also reach your Implementation Lead directly. We're here to help, just ask! 🙋‍♂️

We would love to learn more about your challenges and see if Hubly can help your firm grow. Schedule a free strategy call with us directly to get started!