Today's Meetings
View the meeting title, attendees, and start time.
Join the meeting directly with the "Join Meeting" button.
Click "Meeting Prep" and collect advisor notes to generate an agenda and prepare before the meeting.
Upcoming Meetings
Access all the features available in Today's Meetings but for meetings scheduled in the future.
Prepare ahead of time by generating agendas and reviewing attendee details.
Past Meetings
Email notes to yourself for easy reference.
Preview a follow-up meeting to plan next steps.
Review a note for insights and action items, then finalize that note by syncing it to your CRM.
Delete an empty note if no content was captured.
*The Advisor Hub will only display meetings up to 30 days in the past and up to 14 days in the future. For notes older than 30 days, please navigate to the "Notes" section of Zeplyn.