Short answer: Client Journey uses the Journey Builder to let you add, order, and detail every meeting a client moves through, from attendees and systems to the documents presented at each step.
How do I add a meeting or step?
You can add a meeting to the Client Journey spine in a few ways:
Use the quick-add row at the end of the list. Type the meeting name and press Enter.
Use the "Insert meeting" connector pill between two existing meetings to add a step at that exact point in the sequence.
Use one of the QUICK START preset pills to add a common meeting type in one click.
Once a meeting exists on the spine, open it to fill in its details: Description, Prep, Outcomes, Duration, Meeting Host, Format, and whether an adviser is legally required for that meeting.
Note: Client Journey depends on Your Team, Systems & Tech, and Your Products and Services being filled in first, since attendees, systems and other lookups are drawn from those sections.
How do I set attendees and output documents?
Open a meeting's step editor to set who is involved and what it produces:
Attendees: choose from the shared roles list (the same roles used across Your Team).
Systems Used: pick the systems that support this meeting, drawn from Systems & Tech.
Documents Presented: record what is shown to the client during the meeting. Client Journey is the only meeting type with this field; Team Rhythm does not have it.
Supporting upload: attach relevant files to the meeting using the upload slot.
Tip: Fill in "Adviser Legally Required" accurately. This flag reflects whether the meeting must be run by someone whose role carries the adviser flag.
How do I reorder or delete a step?
Client Journey is a manually ordered, linear spine, so you control the sequence directly:
Drag and drop a meeting to move it to a new position.
Or open the kebab menu on a meeting and choose Move up or Move down.
Or use the position placer to drop a meeting at a specific point in the list.
Connectors between meetings show the gap between them (for example, "2 weeks"), so you can see the pacing of the journey at a glance.
To remove a meeting, open its kebab menu and choose Delete. Confirm in the dialog that appears ("Delete this meeting?"). This is a permanent backend delete; there is no one-click removal or undo.
Warning: Deleting a meeting cannot be undone. Double-check you have the right one before confirming.
Everything you enter autosaves. Watch the SavedChip near the top of the builder for "Saving…", "All changes saved", or a retry message if a save fails.