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Meeting types help you categorize and organize your meetings. By tagging meetings with types, you can filter, search, and report on your client interactions more effectively.

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Default meeting types

Slant includes these meeting types by default:
TypeDescription
Initial consultationFirst meeting with a prospect
Discovery meetingDeep-dive into client needs and goals
Annual reviewYearly comprehensive review
Quarterly reviewRegular check-in meeting
Financial plan reviewReviewing or presenting financial plan
Portfolio reviewInvestment performance discussion
Phone callGeneral phone conversation
Video callVirtual meeting
In-personFace-to-face meeting

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Assign a meeting type

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When scheduling

1

Create or edit meeting

Open the meeting creation or edit form.
2

Select meeting type

Click the Type dropdown and choose a type.
3

Save

Complete the meeting setup.

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For instant meetings

1

Start or end instant meeting

During or after an instant meeting.
2

Set type

Select the appropriate meeting type.

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Update existing meeting

1

Open the meeting

Navigate to the meeting record.
2

Click Edit

Click the edit button.
3

Change type

Select a different meeting type.
4

Save

Click Save to update.

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Filter meetings by type

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On the meetings page

1

Go to meetings

Click Meetings in the sidebar.
2

Open filters

Click the Filter button or press F.
3

Select type filter

Choose Meeting type and select the types to show.
4

Apply

Click Apply to filter the list.

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On client records

When viewing a client’s meetings:
  1. Click the filter icon
  2. Select meeting types to display
  3. Only matching meetings appear

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Custom meeting types

Create meeting types that match your practice:
1

Go to settings

Click Settings in the sidebar.
2

Open meeting types

Navigate to Company → Meeting types.
3

Add new type

Click Add meeting type.
4

Configure

Enter:
  • Name — Display name for the type
  • Description — Optional explanation
  • Color — Visual identifier
5

Save

Click Save to create the type.

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Common custom types

Consider adding types specific to your practice:
  • Tax planning meeting
  • Estate planning review
  • Insurance review
  • Retirement planning session
  • New account setup
  • Document signing
  • Webinar/seminar

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Edit meeting types

1

Go to meeting type settings

Settings → Company → Meeting types.
2

Find the type

Locate the meeting type to edit.
3

Click Edit

Click the edit icon.
4

Make changes

Update name, description, or color.
5

Save

Click Save to apply changes.
Editing a meeting type updates it everywhere it’s used. Existing meetings keep the updated type name.

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Delete meeting types

1

Go to meeting type settings

Settings → Company → Meeting types.
2

Find the type

Locate the meeting type to delete.
3

Click Delete

Click the delete icon.
4

Choose replacement

Select what type to assign to existing meetings (or leave untyped).
5

Confirm

Click Delete to remove the type.
You cannot delete default meeting types, only custom ones you’ve created.

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Meeting type reporting

Use meeting types for practice insights:

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Meeting breakdown

See how your time is distributed:
  1. Go to Reports → Meetings
  2. View the breakdown by meeting type
  3. Understand where you spend client time

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Track review completion

For annual reviews:
  1. Filter meetings by “Annual review” type
  2. Compare against your client list
  3. Identify clients who haven’t had their review

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Activity by type

Analyze meeting patterns:
  • Which meeting types happen most often?
  • How long do different meeting types last?
  • Are certain types more common with certain client tiers?

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Best practices

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Be consistent

Apply meeting types consistently across your team:
  • Agree on when to use each type
  • Don’t create types that overlap
  • Use the most specific applicable type

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Keep the list manageable

Too many meeting types cause confusion:
  • Stick to 10-15 total types
  • Archive or delete unused types
  • Combine similar types when possible

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Use for workflows

Meeting types can trigger automations:
  • Send follow-up emails after “Initial consultation”
  • Create tasks after “Annual review”
  • Update client status after “Discovery meeting”
See Workflows for more on meeting-based automations.

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Next steps

Schedule meetings

Create new meetings

Meeting reviews

Document meeting outcomes