ChangeGPS Action Meeting supports any client meeting type used in an accounting practice. When you create a new meeting in Step 1, you select a Meeting Type from the dropdown. Each meeting type can have a pre-built agenda template that automatically loads standard agenda items relevant to that type — for example, an Annual Tax Review template might pre-load agenda items for last year's results, this year's tax strategies, and upcoming compliance deadlines. Meeting types and their agenda templates are configured in Admin Settings, so your practice can customise them to match the way you run your meetings. Common meeting types include Annual Tax Review, Tax Planning, New Client Onboarding, Year-End Review, Business Advisory, and SMSF Review.