Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Clientish Meetings: Every Client Call, Its Notes and Next Steps
See every call with a client in one list, add meetings yourself, and choose which notes your client sees in their portal.
Meetings keeps every call with a client on that client’s page: calls people booked, calls you added yourself and calls they missed. In Clientish, each call carries its own notes, next steps and recording link, and you choose which notes your client sees in their portal.
Who can do it: seeing a client’s meetings: team members whose role can view clients; adding meetings and writing notes: the owner, admins and roles with Edit Clients
What Does the Meetings Tab Show for Each Client?
One list of all calls with that client, coming calls first. Open Clients > the client > Meetings to see it.
- Date and length, Meeting name and With: who from your team is on the call.
- Booked via: Booking page, Calendly, Cal.com or Added by you. A call booked before the person became your client says booked as a lead.
- Status: Upcoming, Held, No-show or Canceled.
- Notes: Join call before the call, Write notes after it, then Shared with client or Private, with Written with AI and Recording when they apply.
How to Add a Meeting to a Client in Clientish
Use Add meeting for any call that was not booked through a scheduler, such as a call you arranged by email or a visit to their office.
Open Add meeting
On the client’s Meetings tab, click Add meeting.
Name the meeting and pick the time
Fill in Meeting, the date, the time and the length. You enter the time in your workspace time zone, and your client sees it in their own.
Choose where you meet
Pick one of 6 places: Meet, Zoom, Teams, Phone, In person or Other link. For a video call, paste the meeting link; Clientish checks that a Zoom link is really a Zoom link, and the same for Meet and Teams. You can also leave the place empty.
Add your team and the agenda
Under From your team, choose who joins. Add an Agenda (optional) and click Add meeting.
With a meeting link, your client gets a Join call button for it in their portal.
How to Reschedule or Cancel a Meeting in Clientish
It depends on how the call was booked. Calls from your own booking page and meetings you added yourself are changed in Clientish; Calendly and Cal.com calls are changed in those tools.
- A call booked on your booking page, on a client: open the Meeting actions menu of the upcoming call on the client’s Meetings tab and choose Change time for a new date, time or length, or Cancel call.
- A call booked on your booking page, on a lead: use Change time or Cancel call on the lead’s Meeting card. A canceled call stays on the lead, marked Canceled.
- A call booked through Calendly or Cal.com: the lead’s Meeting card has Reschedule, which opens that tool. A new time or a cancellation made there reaches Clientish by itself.
- A meeting you added yourself: Edit in the Meeting actions menu changes its time or place, and Delete removes it.
When you move or cancel a booking page call, the person gets an email from your own address, with a calendar file for a new time, and the event in your connected Google Calendar moves or is removed. If your email is not connected yet, the change is saved and the message tells you that nobody was emailed.
The person who booked cannot move or cancel the call themselves: the confirmation email has no such link, so they contact you. A call that already took place cannot be moved.
What Happens to Meetings When a Lead Becomes a Client?
They move with the person. When you convert a lead, or the lead accepts a proposal, their calls and notes appear on the new client’s Meetings tab, marked booked as a lead, and they stay on the lead page too.
Notes written on a lead stay private after the move. You can share them from the client’s Meetings tab when you want the client to see them.
What Does Your Client See Under Meetings in Their Portal?
Their own calls with you. Upcoming calls show the date, who joins and Join call; Past calls show the next steps they still have to do, the recording and View notes for every call whose notes you shared.
If your booking page is on and shown in the portal, the same page has Book a call.