Who has access to customizations?
Full users
Default meeting types
Every time Jump processes a meeting, a meeting type is chosen. All new Jump users get the 5 standard meeting types:
Client Meeting
COI/Other
Dictation/Voice Memo
Discovery/Intro
Internal Meeting
Each meeting type has it's own note and email template tied to it. This is why your notes can look different, depending on the meeting type Jump initially selected.
Requesting customized templates
We suggest new users try out the default meeting types and their associated templates for a couple weeks. Then, once you've gotten some experience, ask yourself:
Am I making the same edits to the notes/recap emails for certain meeting types?
Do I need a new meeting type that uses a separate note or recap email template?
Once you've answered these questions and have a good idea of what you'd like to customize, fill out the customization form linked below.
Submit a customization request via this form
If you have a template already put together, the form will give you the chance to upload a document.
For complicated requests, or if you would like to speak with someone further about your customized template, please reach out and let us know!