How to log a Meeting

  1. Contact client
    • Phone with all information
    • Make sure they are available and if you have to leave a message make sure you ask them to call you back to confirm.
  2. Log all details
    • Log the booking email or phone call in the Weekly Journal
    • Log the casting itself in the Weekly Journal
    • For any kind of live meeting, go to the client’s TagMin page and press the “+” button on the “Meetings” heading. Then fill in: