1:1 meetings
1:1 meeting software for small teams
LVL Up's 1:1 meetings give a manager and a staff member one shared agenda, one set of notes and a list of action items for each recurring check-in. Anything nobody resolved carries over to the next meeting, so the conversation picks up where it left off instead of starting from zero. It is built for an owner or manager who holds check-ins between clients, customers or patients, not for a company with a people team.
How it works
A shared agenda both people can add to
Either person adds an item before the meeting, from a phone or a desk. The agenda is the same on both screens, so the hygienist's question about her schedule and the manager's note about documentation sit side by side before anyone walks in.
Notes that stay with the meeting
Notes are written during the meeting and saved against that date. The next time the two of you meet, the last meeting's notes are one click away, and the full history sits on the staff member's record for as long as they work for you.
Action items with a name on them
Each action item says who will do it. Done items are ticked off. Open items are listed at the top of the next agenda until someone closes them, so a promise made in March is still visible in May.
Carry-over and video calls on Growth
An item nobody got to is not lost; it moves to the next meeting on its own. Google Calendar sync is in beta and not yet in everyday use. On the Growth plan, the meeting can be a video call started from the agenda, for a manager at one location and a staff member at another.
How a practice uses it
The monthly fifteen minutes with each medical assistant
The office manager has four MAs and meets each one for fifteen minutes a month. The agenda fills up during the month as things happen: a rooming question, a vaccine-log mistake, a request to swap a Friday. The meeting covers what is on the list, and nothing depends on either person remembering it.
The owner who sees patients until six
The dentist who owns the practice cannot stop at three to prepare for a check-in. She adds a line to the agenda between patients from her phone, and the lead hygienist adds hers. At six the agenda is ready, and the meeting is the first fifteen minutes of a conversation, not the first fifteen minutes of a search for one.
A lead hygienist who manages people for the first time
The practice promotes its best hygienist to lead two others. She has treated patients for ten years and has not run a check-in in her life. A shared agenda, a place for notes and a list of open items give her a shape for the meeting, and the owner can see that the meetings are happening without sitting in on them.
What it does not do
A 1:1 in LVL Up is a record of the conversation, not a replacement for it. The product does not record or transcribe the meeting, and the video call on Growth is a call, not a recording. It does not schedule appointments or staff shifts. A 1:1 and a performance review are separate records: a manager can refer to 1:1 notes when writing a review, but the product does not write the review for them. It holds employment records for your staff, not patient records, and it is not built for protected health information.
Which plan, and what it costs
Team — Up to 25 people
$29/month, or $278/year
Structured 1:1s with shared agendas, notes, action items and carry-over are included on Team for a practice of up to 25 people. Growth adds 1:1 video calls and covers a larger practice on the same core.
- • Performance reviews & 360° feedback
- • Goals & progress tracking
- • Structured 1:1 meetings
- • Pulse surveys & eNPS
- • Recognition & team directory
- • Standard reporting
- • Included people records, PTO & documents
- • License and certification expiry alerts
- • AI coaching (100 requests a month)
- • Founder-led email support
No credit card. The trial runs on Growth so you can see everything; pick Team when it ends.
Common questions
What is 1:1 meeting software?
It is a place where a manager and a staff member keep the agenda, notes and action items for their recurring check-in, so the meeting has a shape and a memory. In LVL Up, both people add to the agenda, notes are saved against the date, each action item has an owner, and anything left open carries to the next meeting.
How often should a practice manager hold 1:1s?
Monthly is the rhythm most small practices can keep. Fifteen minutes with each person, on the calendar, with a shared agenda so the time is spent on the list rather than on remembering it. Weekly is better for a new hire in the first ninety days. A 1:1 that happens every month beats a longer one that happens twice a year.
Can staff add to the agenda from a phone?
Yes. LVL Up works in a phone browser and can be installed as a home-screen app, so a team member can add an item between appointments and a manager can read the agenda before walking in.
Does it sync with Google Calendar?
Not yet in everyday use. A Google Calendar connection for 1:1s is in beta; until it is, the 1:1 lives in LVL Up with its agenda, notes and action items, and you add it to your calendar yourself.
Is a 1:1 the same as a performance review?
No. A 1:1 is a short, regular conversation about the work as it is happening. A review is a scheduled, written assessment with a template, a self-review and a manager review. LVL Up keeps them as separate records on the person's file, and a manager who has done the 1:1s has notes to draw on when the review comes round.
What happens to items we did not get to?
They carry over. An open agenda item or an unfinished action item appears at the top of the next meeting's agenda until someone marks it done, so nothing agreed in one meeting is forgotten by the next.
What happens when the trial ends?
The trial is 14 days, no credit card, then read-only until a plan is chosen. Nothing you entered is deleted while it is read-only.
Related:
Try it with your own team
Import your staff list and set this up for one person this week. Team fits a practice of up to 25 people.