Configure Meeting Types
Click to watch the step-by-step tutorial:
Meeting Type customization can maximize your Zocks experience: tailor the way you interact with clients, gather relevant data from your meetings, and align meeting results with your workflow and communication preferences.
As an example you can set up different Meeting Types for your Annual Check-in or Onboarding calls.
Modify Meeting Types
Access the menu for Setup and select “Meeting types”. There you can see the Meeting Types Zocks has to offer.
For example, let’s change “Discovery Meeting”. To do so, click on the gear icon.
There you can modify the structure of your “Discovery Meeting” meetings. Click on manage presets, where you can select the type of data you wish to capture in the meeting. For instance, let’s add the “Account actions” preset to the Meeting Type
This new preset will be added to the bottom of the left column. You can drag it to wherever you like.
To save your changes click save.
Create your own Meeting Type
Go to the setup menu and select "Meeting types.
Click on the “Add new meeting type” button.
Customize the name of your meeting type by clicking the pencil icon next to "New Meeting Type."
If you tick the box, you can choose to make this new meeting type as a default.
In the “Configuration” section, you can add a description, average meeting time and typical meeting name.
Manage presets by clicking on the “Manage presets” button, where you have several options to choose from. Tick the box to include your preferred presets.
Once you are done, click “Change presets” to confirm your selection.
Drag and drop presets to your preferred positions.
Finally, click “Save” to save your changes.
Assign Templates to Meeting Types
Click to watch the step-by-step tutorial:
Templates allow you to standardise and customise how meetings are documented and support your workflow by saving you time.
Using the Template Library, you can create, edit, and assign templates to Meeting Types so your notes stay consistent and aligned with your workflow. Admins and owners can also assign templates to specific users or groups to ensure consistency across teams.
What the Template Library and Template Editor does
View all your templates in one place.
Template types are separated for easier navigation.
Use ready-to-use templates or customise them to fit your needs.
Build templates from scratch by describing what you want the output to look like.
Paste an existing template or sample as a starting point and let the AI generate a matching Zocks template.
Simplify complex templates that have grown over time.
Reformat outputs (for example, switch from bullet lists to tables, or restructure sections).
Step-by-Step Guide
Go to Setup.
Select Templates - all templates are listed here. If Your templates is empty, you have not created a custom template yet.
Select any system or team template to edit or duplicate it and create a custom version (optional).
Once your templates are ready, go to Meeting Types (still within Setup).
Click the gear icon next to the meeting type where you want to add a specific template.
Scroll down to Templates and choose the template you want to use.
To change the template, hover over the current default template to reveal the edit icon, then click it to make your changes.
For (Template) Admins / Owners: Assigning Templates
Go to the meeting type’s Templates section (Setup → Meeting types → select a meeting type → gear icon → scroll down).
Click Assign to users to assign a template to a specific user or group.
Please note, that whatever is selected within "Your Choice" column by users, will override the account default.
AI Template Assistant
Every template in Zocks can be created, refined, and improved with the AI Template Assistant. It is available across all template types, including meeting summaries, follow-up emails, tasks, and more.
What you can do with it
Build templates from scratch by describing what you want the output to look like.
Paste an existing template or sample as a starting point and let the AI generate a matching Zocks template.
Simplify complex templates that have grown over time.
Reformat outputs (for example, switch from bullet lists to tables, or restructure sections).
Adjust tone and structure without rewriting the template manually.
Iterate by chatting with the AI directly inside the template editor.
Creating a template from an existing sample
The fastest way to set up a new template is to start from a sample you already have. This works whether the sample comes from another tool, an internal firm template, or a meeting note you like the structure of.
Open the template editor and click Add sample.
Paste the contents of your existing template, meeting note, or reference document.
The AI Template Assistant reads the sample and generates a Zocks template that mirrors its structure.
Use the chat panel on the right to keep refining sections, tone, or formatting.
Note: The Add sample dialog accepts pasted text only. If your source is Html, a Word document, PDF, or another file, copy the contents and paste them in.
Simplifying complex templates
If a template has grown too detailed or hard to maintain, paste it back into the AI Template Assistant and ask it to simplify, shorten, or restructure. You no longer need to maintain heavily detailed templates by hand. The assistant can produce a leaner version in seconds, and you can keep iterating until it is right.
Iterating with the AI
After a template is generated, the chat panel on the right side of the editor lets you describe further changes in plain language. Examples of instructions that work well:
"Use a numbered list instead of bullets in the Advisor Talking Points section."
"Reformat Portfolio & Investment Review into three separate tables for Account Value, Asset Allocation, and Market Outlook."
"Tighten the tone and remove redundant placeholders."
"Add a section for Beneficiary Updates."
The AI applies your changes directly to the template, and you can continue iterating until the structure matches what you need.
When to use the AI Template Assistant vs. editing manually
The AI Template Assistant is the recommended starting point for any new template, and for major changes to existing ones. Manual editing still works for small tweaks (renaming a section, adjusting placeholder text, fixing a typo) where using the assistant would be excessive.
System Meeting Type updates
This update to the System Meeting Types applies only to Zocks accounts created before April 10, 2026. If your account was created on or after that date, there's nothing you need to do.
Skip ahead to Enable AI-powered Meeting Type suggestions to learn how AI can automatically recommend the best Meeting Type for each meeting.
We updated the default Meeting Types to better reflect how advisors actually run meetings across the lead-to-client lifecycle.
The new structure improves both preparation and summaries by making each Meeting Type more intentional. You’ll see clearer guidance before meetings and more structured, relevant outputs after, so notes are easier to review, share, and act on.
Why this update matters
The previous Meeting Types were more generic and often required manual adjustments to fit real workflows.
The new Meeting Types are designed to:
Match how meetings naturally progress from prospecting to ongoing client management
Reduce the need for manual editing during and after meetings
Surface key insights, decisions, and client context more clearly
Keep summaries focused on financial conversations rather than generic notes
What changed
Meeting Type | What changed |
General Meeting Summary → Internal Meeting | Introduces a structured Decisions & Insights view and captures outcomes and next steps directly in the summary, making internal alignment clearer and faster to review |
Client Meeting → General Client Check-In | Adds a Client Profile Snapshot for quick context, replaces rigid bullet points with more natural documentation, and introduces dedicated sections for Beneficiary Updates and Personal Updates |
Plan Review → Plan Proposal | Shifts from a backward-looking review to a forward-looking proposal structure, with clearer presentation of recommendations, outcomes, and next steps |
General Client Check-In | Becomes the default client meeting type for new accounts, with improved structure and upfront client context |
Discovery Meeting | New structured flow for early prospect conversations, focused on understanding needs and establishing fit |
Insurance Discovery Meeting | Adds insurance-specific prompts and structure for more relevant fact-finding in insurance-led conversations |
Client Intake | Introduces a structured format to capture detailed financial information for onboarding and plan creation |
Client Review | Adds a dedicated structure for ongoing reviews, focusing on portfolio performance, goals, and life changes |
Plan Proposal | Improves how financial plans are presented, with clearer recommendations and explicit next steps |
Internal Meeting | Enhances internal summaries with clearer decisions, outcomes, and more focused discussion formatting |
Private Meeting | No change |
Dictation | No change |
What’s new
Some meeting types are already available, while others were introduced on April 10th.
Previously available:
Internal Meeting
General Client Check-In
Plan Proposal
Added on April 10th:
Client Review
Client Intake
Discovery Meeting
Insurance Discovery Meeting
How to update
You can apply the new meeting types in two ways:
From Settings
Go to Settings → Meeting Types
Click “Update for better prep and summaries”
Review changes and select “Update all meeting types”
From a meeting when the update was done:
Open an upcoming meeting using a legacy type
Use the banner suggestion
Click “Update meeting”
What happens to your customizations?
Agenda and Scorecard configurations will be replaced by the new defaults. Before updating, you can back them up.
Custom templates remain available in the Template Library and can be reused or reapplied.
Past meetings are not affected.
If needed, you can recreate your previous setup or revert using custom meeting types.
FAQs
Is the update mandatory?
Is the update mandatory?
No. You can continue using existing meeting types and update when ready.
Will my past meetings change?
Will my past meetings change?
No. Only future meetings are affected.
Can I update one meeting type at a time?
Can I update one meeting type at a time?
Yes. Either from Settings or directly from a meeting.
Can I revert after updating?
Can I revert after updating?
Yes. You can recreate previous setups using custom meeting types.
How to enable AI-based Meeting Type suggestions?
Meeting Types in Zocks include a variety of customization options from preset configuration or meeting prep customization to team-level settings that is why selecting a Meeting Type that is an exact match to the workflow you want to process the meeting in is crucial.
To support this, Zocks can auto-select a Meeting Type based on the meeting title in your calendar, description, and your previous meeting type preferences. Using a consistent naming pattern greatly enhances this feature, so for example, always having 'Tax Planning Session' in the meeting title and using a dedicated 'Tax Planning' Meeting Type will yield reliable results without any manual action needed.
To enable this feature, please navigate to Setup - Settings - AI Assistant and click on "Enable Meeting Type suggestions on the entire account". Please note that this is an account level feature that applies to all Users within your account.
Availability
Available on all plans.