Scheduling a meeting from a client profile

You can schedule a meeting directly from a client's profile page. This pre-fills the client field automatically so you don't need to search for them manually.

Steps

1. Open the client profile

Go to Clients in the sidebar and click on the client you want to schedule a meeting for.

2. Click Schedule Meeting

On the client profile, click the Schedule Meeting button. The meeting scheduler opens with the client already selected and their contacts loaded.

3. Fill in the remaining details

Since the client is pre-filled, start from the Contacts field:

• Select the contact(s) attending the meeting
• Add advisers if needed
• Set the start time and duration
• Choose a meeting medium (Teams, Zoom, or PC / Microphone)
• Optionally add a title, description, or file note template

4. Click Schedule Meeting

The meeting is created and linked to that client.

Uploading a past meeting from a client profile

If you need to add a meeting that has already taken place, click Upload Meeting Manually next to the Schedule Meeting button. This opens the same form with an additional file upload field where you can attach an existing audio or video recording.

Supported formats: audio files, video files, .vtt (transcript), .json

Using Calendly to schedule

If your organisation uses Calendly, you can send a booking link to a client's contacts instead of scheduling at a fixed time:

1. Open the meeting scheduler from the client profile
2. Switch the scheduling method from Manual to Calendly
3. Select the Calendly event type from the dropdown
4. Click Send Invitation

Prospo emails the Calendly booking link to the selected contacts. Once they book a time, the meeting is automatically created in Prospo.

Calendly must be connected first via Settings → Integrations.