Selecting clients, contacts, and advisers

Every meeting in Prospo is linked to a client, their contacts, and the advisers attending. These are set in the meeting scheduler and determine who receives calendar invites and who appears on the meeting record.

Selecting a client and contacts

Start by typing in the Client field to find and select the right client. Prospo will automatically load the contacts linked to that client.

From there, select one or more contacts who will attend the meeting. At least one contact is required. If the client has a primary contact they will be pre-selected for you. You can add multiple contacts and remove any by clicking the x on their chip.

If you switch to a different client, the contacts field clears and loads the new client's contacts.

If the client has no contacts yet, a small form appears inline so you can create and link one without leaving the scheduler.

Selecting advisers

Prospo adds you as an adviser automatically when the form opens. You can add more by searching by name or email, and remove anyone by clicking the x on their chip. The field is optional and defaults to you if left empty.

For Teams and Zoom meetings, each selected adviser receives a calendar invite with the join link. For PC / Microphone meetings no invites are sent and advisers access the meeting record directly in Prospo.