Available meeting types
| Type | Description |
|---|---|
| Review | Annual reviews, periodic reviews, or portfolio reviews |
| Prospect | Meetings with potential clients |
| Check-in | Regular client check-ins and follow-ups |
| Internal | Team meetings and internal discussions |
| Other | Any meeting that does not fit the above categories |
Set a meeting type
When creating a meeting
- Click Start meeting on the meetings page
- Use the Meeting type dropdown to choose a type
- Complete the meeting setup and click the create button
From a meeting page
Open any meeting and use the Meeting type selector to change its type.Automatic type inference
When you do not manually select a type, Slant infers it based on meeting context:- Title contains “review” — Categorized as Review
- Linked to a client household — Categorized as Check-in
- Linked to a prospect household — Categorized as Prospect
- None of the above — Categorized as Other