The Meetings area is where you create new meetings and find all existing meetings across your organisation. Access it from the main menu → Meetings.

Creating a new meeting

There are two ways to start a new meeting:

New Meeting — click this button, then:

1. Select the meeting type you want to deliver (e.g. Cash Flow & Profit Improvement, Annual Accounts Review).
2. Select your client from the dropdown.
3. Select the Lead Advisor. This defaults to you, but you can choose any user in your organisation — useful if you're setting up a meeting on behalf of a colleague.
4. Click Create Meeting.

The meeting workspace will open, pre-loaded with The Gap's default agenda and pre-work templates for the meeting type you selected.

View All Templates — click this to browse the full library of meeting templates with information about each one. From here, you can select a template to start creating a meeting directly.

The Meetings table

The Meetings area displays all meetings that have been created across your organisation in a single table. You can see meetings created by anyone in your team, not just your own.

Each row shows the meeting name, client, and meeting date.

Meetings are sorted by date — the next upcoming meeting appears at the top, with later meetings further down. Meetings without a date set will sit at the bottom of the table until a date is added.

To find a specific meeting, use the search bar to search by client name or meeting name.

Editing meeting details

To edit a meeting's name or date from the Meetings table, click the ⋮ menu on the relevant row and select Edit. From here you can:

• Change the meeting name — this defaults to the meeting type (e.g. "Cash Flow & Profit Improvement Meeting") but you can rename it to whatever suits. The meeting name carries through to your meeting minutes and the workspace title.
• Set or change the date and time — you can also do this from within the workspace itself by clicking Set Date and Time at the top.

Click Done to save your changes.

Good to know

• Everyone sees everything — all meetings created by anyone in your organisation are visible in the Meetings table. There's no way to hide individual meetings.
• Set a meeting date early — meetings without a date fall to the bottom of the table and are harder to find. The date is also used in your meeting minutes, so it's worth setting before you generate deliverables.
• Meetings can't currently be deleted — once created, a meeting stays in the table. If you created one by mistake, you can rename it to make it clear it's unused. Additional functionality to help manage your meetings is coming soon.