Create a Client in Zeplyn

You can create a client in two ways:

• From the Clients tab
• Directly from a meeting note (before, during, or after a meeting)

Option 1: Create a Client from the Clients Tab

1. Navigate to Clients from the left-hand menu
2. Click + Create in the top right

• • Preferred Name (required)
  • First Name
  • Last Name
  • Email (required)
  • Phone (optional)
  • Additional fields as needed

     4.   Click Create Client.

Option 2: Create a Client from a Meeting Note

You can also create a client while working within a meeting note.

1. Open or create a meeting note
2. In the Attendees section, type the client’s name
3. Click the + (plus icon) in the gray box next to the name
4. Complete the client details if prompted

Once created, it will be blue, not grey. The client will automatically be associated with that meeting note and vice versa.

If creating after the meeting note you will need to select 'Edit' before adding attendees.

What Happens When You Create a Client?

Creating a client profile allows you to:

• Associate meeting notes with that client
• Track and view emails related to the client
• Generate Client Recaps
• Maintain a centralized view of all interactions

Best Practices

• Create clients before meetings when possible for cleaner organization
• Ensure email addresses are accurate for proper tracking
• Use consistent naming conventions for easy search and reporting

For additional questions, please reach out to support@zeplyn.ai.