Each meeting in your Client Portal contains all the information you need – from join links and attendees to agenda items and post-meeting notes.
Viewing Meeting Details
Click “Meetings” in the sidebar navigation.
Click on the meeting row or “View Details” to open the full meeting details.
Meeting Information
The meeting details page shows:
Basic Information
- Meeting Title: Purpose/topic of the meeting
- Date & Time: When the meeting is scheduled (your timezone)
- Duration: Expected length of the meeting
- Status: Confirmed, pending, completed, or cancelled
Meeting Type & Format
- Type: Consultation, project review, strategy session, etc.
- Format: Video call, phone call, or in-person
- Platform: Google Meet, Zoom, phone, etc.
Attendees
- List of people attending
- Their role (project manager, specialist, etc.)
- Your name and any guests you’ve added
Join Information
For Video Meetings
- Join Link: Click to open the video meeting
- Meeting ID: For manual entry if needed
- Passcode: If the meeting requires one
- Dial-in Number: Phone option for audio-only
For Phone Calls
- Phone Number: Number to call or expect a call from
- Who Calls: Whether we call you or you call us
For In-Person Meetings
- Address: Meeting location
- Directions: How to get there
- Parking: Parking information
- Who to Ask For: Person to meet
For video meetings, click the join link 2-3 minutes early to test your audio/video and be ready when the meeting starts.
Agenda & Description
Meetings may include:
- Description: What the meeting is about
- Agenda: List of topics to be covered
- Preparation: Things to review or bring
- Links: Relevant documents or resources
Actions from Meeting Details
From the meeting details page, you can:
- Join Meeting: Click the join button when it’s time
- Add to Calendar: Download calendar invite (.ics file)
- Reschedule: Change the meeting date/time
- Cancel: Cancel the meeting
- Message: Send a message about the meeting
Before the Meeting
Prepare for your meeting by:
- Reviewing the agenda and topics
- Preparing questions you want to ask
- Gathering relevant documents or files
- Testing your camera and microphone (video calls)
- Finding a quiet location with good internet
Post-Meeting Information
After a meeting is completed, you may see:
Meeting Notes
- Summary of what was discussed
- Key decisions made
- Action items and next steps
Recording
- Link to meeting recording (if recorded)
- Available for a limited time
Follow-up Items
- Tasks assigned to you
- Items we’re working on
- Next meeting scheduled
Not all meetings have detailed notes posted. For important action items, feel free to follow up via project chat or email to confirm.
Joining Video Meetings
When it’s time for your video meeting:
Click the “Join” button on your meeting details page or from the meetings list.
Your browser may ask for camera and microphone permissions. Click “Allow”.
Most platforms show a preview. Check that you can see and hear yourself.
Click “Join Now” or “Enter Meeting” to connect with the team.
Troubleshooting Join Issues
Can’t Join Video Meeting
- Try a different browser (Chrome usually works best)
- Check that camera/mic permissions are enabled
- Try the dial-in phone number as backup
Audio/Video Not Working
- Check your device settings
- Make sure no other app is using your camera
- Try disconnecting and rejoining
Need Help?
Questions about a meeting?
- Email: support@leadmarketingstrategies.com
- Phone: (631) 974-5682
- Contact Form: Contact Us