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Meetings Not Working? Common Fixes in Clientish

4 min read

What each Meetings message means: notes that will not save, AI notes that fail, and notes your client cannot see.

Most problems with Meetings come from a missing setting or from a file the AI cannot read. Here are the messages Clientish shows, what each one means and how to fix it.

Applies to: every plan (Solo, Starter, Growth, Pro and Enterprise) and the free trial
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

Why Is the Meetings Tab Empty for a Client?

Because no call has been booked or added for that client yet. Click Add meeting, or connect Calendly or Cal.com in Integrations: calls booked there with the client’s email appear by themselves, and so do calls booked on your booking page.

A call booked with a different email address lands on a lead instead. Check the lead list for that address.

Why Can’t I Edit or Delete a Meeting?

Because it was booked through a scheduler. Only meetings you added yourself have Edit and Delete. For calls from Calendly or Cal.com, make the change in your Calendly or Cal.com account; for an upcoming call from your own booking page, use Change time or Cancel call instead.

If you see no actions at all, your role may only allow viewing clients. Ask the owner for Edit Clients.

Why Won’t My Meeting Notes Save?

“Write at least one line of notes.”⌄

What we talked about and What we decided are both empty. Write something in one of them, even one sentence, and save again.

“The recording link must start with https://”⌄

Paste the full link from your browser’s address bar, starting with https://.

“This is not a Zoom link.”⌄

The link in Add meeting does not belong to the place you picked. Copy the invitation link from Zoom, Meet or Teams again, or choose Other link.

Why Can’t the AI Write My Meeting Notes?

There is a Connect AI button instead of the transcript box⌄

No AI is connected to your workspace yet, or it was saved but left turned off. The workspace owner connects one in Integrations and turns it on; after that the transcript box appears.

“Use a .vtt, .srt, .txt or .docx transcript.”⌄

The file is another kind, such as a PDF or an audio file. Download the transcript again in one of these four formats.

“The file is too big. Use a transcript under 5 MB.” or “This transcript is too long for one go (over 50,000 words).”⌄

Split the transcript into two files and write the notes from the main part, or write the rest yourself.

“No words could be read from this file.”⌄

The file is empty or is not really text. Open it on your computer to check, then download it again from your meeting tool.

“This month’s AI limit of … is used up.”⌄

Your AI connection reached the monthly limit you set. It opens again on the date shown, or the owner can raise the limit in the AI settings.

“Your AI key could not be read.” or “Your AI would not write notes from this transcript.”⌄

The key no longer works, or your AI company refused the request. The owner checks the key in the AI settings and connects it again if needed.

Why Can’t My Client See the Meeting Notes in Their Portal?

Because the notes are private. Open Edit notes on that call, tick Show these notes in [client]’s portal under Meetings and save. The row then says Shared with client.

Meeting notes window: what we talked about, what we decided, next steps for the agency or the client with due dates, recording link and the portal tick

Notes on a lead are always private. Once the lead is a client, share them from the client’s Meetings tab.
If the client sees the notes but not the video, the recording link is private in Drive or Zoom. Change who can open it there.

Does Clientish Record or Transcribe My Calls?

No. Calls happen in your own meeting tool, and you add the recording as a link. For AI notes, you download the transcript from Google Meet, Zoom or Teams and drop it into the notes window.