Clients get stages and follow-ups, and the calendar gets a faster editor with Google Meet

Stages, Prospects and a follow-up queue

Add people as Prospects and move clients through stages you can rename, recolor, reorder or hide. The Clients list has a tab for each stage, and the Next follow-up column says why each client is due.

The Follow-ups view lists who to contact today and why, and each stage can remind you when a client has been quiet for a number of days you choose, so nobody drifts away unnoticed.

• A tab for every stage, with your own stages
• Follow-ups view: who to contact today and why
• Remind me after a quiet period set per stage

Where to find it

1. Clients in the sidebar
2. Follow-ups

Open in the app →

Plans

Every plan

Learn more

Client management softwareAdd clients tutorial

Quick view with AI-drafted follow-ups

Select a client to open a side panel with their stage, timeline and next follow-up. From there you can snooze or mark it done, schedule a call or meeting, or have AI draft the email, text or call notes.

Drafting counts toward your plan's AI usage, and you edit the message before anything is sent. Drafting is also available from the client sheet on your phone.

Where to find it

1. Clients
2. select a client

Open in the app →

Plans

Every plan

Learn more

Client management softwareWorkspace AI tutorial

Create events by dragging, edit them in a full editor

Drag on the calendar to create an event with a quick popover, or open the full editor to set guests, reminders and team availability. Hold Shift while dragging to land on the exact minute.

Preview any event from a popover or side panel and use its actions menu to change or delete it without leaving the calendar. Deleting a repeating event can apply to this and the following events.

Where to find it

1. Calendar in the sidebar

Open in the app →

Plans

Every plan

Learn more

Calendar and schedulingCalendar tutorial

Google Meet links, guest invites and text reminders

Add a Google Meet link to any event once your Google account is connected in Settings → Integrations. Email invites go to your guests with a separate note for guests, so your internal description stays private.

Clients can also get a text reminder before the event. Text reminders start at Voyager, and sending invites needs the Send invites permission, so you decide which teammates can email guests or clients from the calendar.

Where to find it

1. Calendar
2. open an event
3. Add Google Meet

Open in the app →

Plans

Every plan

Learn more

Calendar and scheduling