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👉👉 Automated Follow Up After Sales Meetings | How Client Meeting Status Update Form Works In GoHighLevel
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✅✅ Alright, so in this video, we’re going to discuss the meeting status update form. So inside the snapshot, we filled out the meeting status update form.
It’s triggered whenever a meeting with a prospective client or patient is scheduled, depending on the niche. Then the calendar does its thing where it sends out the reminders, notifications, and so on, and so forth, leading up to the appointment.
✔️✔️ Now at the time of the appointment, it sends out a message saying, here’s a link to update the client meeting status update. This is being sent to the user who the meeting is booked with. So when you click on this, it opens up a form like this where it pre-populates the information of the person who booked the appointment with you and got all of that.
Now there are a few things you need to fill out as a user. You can now do this at the time of the meeting as it is going on, or afterward, at any time you choose.
Right? So the way we use it in-house is when a meeting’s happening, this is open on the side, we’re taking our internal notes right here.
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