Client Meetings – IvyConsultingGroup

Meeting Date	Client ID	Client Name	Client Email	Meeting Type	Duration	Meeting Summary	Reminder for Next Meeting	Last
Meeting Date	Client ID	Client Name	Client Email	Meeting Type	Duration	Meeting Summary	Reminder for Next Meeting	Last

Update Client Meeting

Meeting Date(Required)

Find Client

Client ID

Client Name

First Last

Client Email

Meeting Type(Required)

Start Time

End Time

Meeting Duration (in hours)(Required)

.25 = 15 minutes | 1 = 1 hour

Meeting Summary(Required)

Reminder for Next Meeting

Meetings MTD

Meetings YTD

Documented Time