This is a critical step within vCIOToolbox. The creation of a meeting event and addition of a meeting type will help you manage data and streamline process as you use the system long term.
The meeting type 1) Assigns the templates for the client assessment experience, 2) groups the data so it can be moved and modified in subsequent meetings reducing prep time exponentially, and 3) allows you to simultaneous prepare different times of events while leveraging a common strategic plan and technology roadmap