Default meeting types
Slant includes these meeting types by default:| Type | Description |
|---|---|
| Initial consultation | First meeting with a prospect |
| Discovery meeting | Deep-dive into client needs and goals |
| Annual review | Yearly comprehensive review |
| Quarterly review | Regular check-in meeting |
| Financial plan review | Reviewing or presenting financial plan |
| Portfolio review | Investment performance discussion |
| Phone call | General phone conversation |
| Video call | Virtual meeting |
| In-person | Face-to-face meeting |
Assign a meeting type
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.
For instant meetings
1
Start or end instant meeting
During or after an instant meeting.
2
Set type
Select the appropriate meeting type.
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.
Filter meetings by type
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.
On client records
When viewing a client’s meetings:- Click the filter icon
- Select meeting types to display
- Only matching meetings appear
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.
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
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.
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.
Meeting type reporting
Use meeting types for practice insights:Meeting breakdown
See how your time is distributed:- Go to Reports → Meetings
- View the breakdown by meeting type
- Understand where you spend client time
Track review completion
For annual reviews:- Filter meetings by “Annual review” type
- Compare against your client list
- Identify clients who haven’t had their review
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?
Best practices
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
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
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”