What is a book?
A book is your workspace in Slant. It contains all your clients, prospects, contacts, tasks, and other data. Each book has its own settings and team members. Most advisors have one book. Larger firms may have multiple books for different teams or practices.Access book settings
- Click Settings in the sidebar.
- Click Book profile in the settings menu.
- If you belong to multiple books, use the tabs at the top to switch between them.
Book profile settings
Book name
The display name for your workspace. This appears in the header and when switching between books.Scheduling link
Add a scheduling link (such as Calendly) for the book. This link is used in AI-drafted emails and templates.Book timezone
Set the timezone for the book. This affects how dates and times display for tasks, meetings, and other activities. Available options include US timezone options (Eastern, Central, Mountain, Pacific, Arizona, Alaska, and Hawaii).Client tier labels
Customize how service tiers display throughout your book. By default, tiers are labeled A-tier, B-tier, C-tier, and D-tier. You can rename these to match your practice’s terminology. To update tier labels:- Enter new names for each tier level.
- Click Save tier labels.