Occasionally you may see cards in your Meetings page that look like this.

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These meetings are not yet linked to a client. These meetings were either scheduled without a Zoom link in the Google Calendar invite or with a client not yet in Heyday.

We've taken our best guess to who is involved, but they will not be linked until you review them.

To link them to a client, simply click the Link to Client button, and select the correct person to attach the meeting recap to.

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last updated: February 26, 2024