How to enable Meeting Dates
The Meeting Date field lets you track when a client’s meeting is scheduled. When enabled, the firm can set a meeting date in their questionnaire which can then be used to automatically send reminders if the questionnaire hasn’t been submitted yet.
Reminders based on the meeting date are configured separately. More about that on the related articles listed below.
You can turn the Meeting Date field on or off for each questionnaire style.
- Go to Settings → Firm → Questionnaires
- Click the questionnaire style you want to edit
- Toggle Meeting Date to Yes
- Click Save
Frequently Asked Questions
Do reminders start automatically once I enable the Meeting Date field?
No. Reminders based on the meeting date are configured separately under your firm's reminder settings. See the related articles below.
Can I enable the field for just one questionnaire?
Yes. The Meeting Date field is turned on or off per questionnaire style, so you can enable it only where you need it.