Templates

Create Meeting Card Templates to lay the groundwork for all the meetings you run.  Build Templates to quickly and easily prepare for every meeting.

Manage Templates

  1. Add New Template
    • Create new Templates for all your meetings – Intro meetings, Product demos, Contract negotiations, etc.
      • You can tweak your Templates on a meeting-by-meeting basis as required
  1. Default Template
    • The Default Template is a blank Meeting Card Template you can use to build Templates for all your meetings
      • Please note that the Default Template cannot be edited from the Manage Templates page
      • The Default Template can be edited when a new Meeting is created
  1. Check out the Example Template for ideas on how to build your Meeting Card 
    • Please note that the Example Template cannot be edited from the Manage Templates page
    • The Example Template can be edited when a new Meeting is created

You can create Templates from the Manage Templates page, or Save as a Template from when you Create meetings

Related: 

Updated on 12 November 2020

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