This is a critical step within vCIOToolbox. The creation of a meeting event and the addition of a meeting type will help you manage data and streamline processes 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 simultaneously prepare different times of events while leveraging a joint strategic plan and technology roadmap