Prepare for Meetings
Everything related to getting ready for meetings and generating pre-meeting prep.
By Bailey and 4 others5 authors21 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?What is Pre-Meeting Prep in Jump, who can use it, and how it works.
- How private meetings work in JumpCapture sensitive or private events in Jump without exposing those meetings to Team admins.
- 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.
- How to use the Pre-meeting Prep Template galleryLearn how to use Jump's Pre-meeting Prep templates to to create your ideal meeting prep notes.
- Frequently asked questions about pre-meeting prepAn overview of pre-meeting prep notes and how they are generated, as well as commonly asked questions