Prepare for Meetings
Everything related to getting ready for meetings and generating pre-meeting prep.
By Nathan and 3 others4 authors19 articles
- How and why to sync my events into the Upcoming tab of JumpConnect your calendar to Jump so the notetaker can find and attend your upcoming events.
- How can I set up Jump so the notetaker is sent to my meeting automatically?Learn how to ensure the notetaker joins your video call automatically
- Where is Jump pulling information from to create my pre-meeting prep?Learn about pre-meeting prep sources
- How to ensure Jump uses the correct CRM profile for pre-meeting prepTips for ensuring Jump uses the correct client information.
- How to automatically generate pre-meeting notes at a preferred timeSet how far in advance of your meetings Jump will generate pre-meeting prep notes.
- How to generate pre-meeting prep on demandManually generate pre-meeting prep to help prepare you for upcoming client meetings
- How to ensure Jump records the correct client nameEnsure the correct name and spelling are used in your meeting notes.
- How to prevent Jump from identifying me or my teammates as the clientAdd an alternate email to your account to help Jump recognize which meeting attendees are not clients.
- How to filter events in my Upcoming tabGet Jump to filter out unwanted calendar events that it should not attend and capture
- How to set the meeting owner or event type before a meeting beginsDesignate an owner or choose the meeting event type ahead of time to ensure the correct automations run after the meeting.
- How to default meeting ownership to a Full userEnsure notes get created by always automatically assigning meetings from a Lite user to a designated Full user.
- How does pre-meeting prep work in Jump?
- How private meetings work in JumpJump supports private meetings from Google or Microsoft (Outlook 365 and Exchange) calendars to Jump. Users can capture sensitive or private events in Jump without exposing those meetings to their…
- Meeting Scheduling in JumpCreate booking windows, share a direct link, and let clients self-schedule based on your real calendar availability.
- How to use meeting agendas in JumpJump helps you prepare for meetings AND run them better — with auto-generated agendas alongside your pre-meeting prep.
- Shared Calendars in Meeting SchedulingOffer a single booking link that checks availability across two advisors at the same time, so clients only see times when everyone is free.
- Scheduling Admin for Booking WindowsEmpower team members to manage booking windows for advisors—streamlining scheduling without requiring full user access.
- E-Comms Supervision in JumpEnsure all client communications flow through your firm’s compliance supervision system
- Landing Pages in JumpCreate personalized booking pages with your profile, scheduling options, and required disclosures—all in one place.