FeaturesMeetings

Managing Meetings

The Meetings page shows all your scheduled appointments.

Accessing Meetings

Navigate to Meetings in the sidebar to view all your meetings.

Meeting Information

Each meeting shows:

Basic Details

Event Name: The booking type
Date & Time: Scheduled time in your timezone
Duration: Meeting length
Status: Scheduled, Completed, Cancelled, No-Show

Attendees

Lead Name: The prospect who booked
Lead Email: Contact email
Lead Phone: Contact phone

Meeting Details

Meeting Link: Google Meet or Zoom link
Location Type: Video, phone, or custom
Assigned Host: For team events, who's hosting

Meeting Views

List View

Default view showing meetings in a list:

Sortable by date, status, or event
Quick access to meeting details
Batch actions available

Calendar View (if available)

See meetings in a calendar layout:

Daily, weekly, or monthly view
Visual overview of your schedule
Click meetings for details

Filtering Meetings

Filter to find specific meetings:

Filter	Options
Status	Scheduled, Completed, Cancelled, No-Show
Event	Filter by booking event type
Date Range	Specific time period
Host	For team events, filter by host
Search	Search by lead name or email

Meeting Statuses

Status	Description
Scheduled	Upcoming meeting, not yet held
Completed	Meeting was held
Cancelled	Meeting was cancelled
No-Show	Lead didn't attend
Rescheduled	Moved to a new time

Viewing Meeting Details

Click a meeting to see full details:

Meeting Card Contents

Complete date/time with timezone
Meeting link (click to join)
Lead information and contact details
Lead grade (if grading enabled)
Custom field responses
Assignment info (for team events)

Lead Information

Quick access to the associated lead:

View full lead profile
See all form responses
Check qualification status

Meeting Actions

Join Meeting

Click the meeting link to join:

Opens Google Meet or Zoom
One-click access
Link also available in calendar invite

Reschedule Meeting

Change the meeting time:

Open meeting details
Click Reschedule
Select new date and time
Confirm the change

The lead receives notification of the new time.

Cancel Meeting

Cancel a scheduled meeting:

Open meeting details
Click Cancel Meeting
Optionally add a cancellation reason
Confirm cancellation

The lead receives a cancellation notification.

Mark as Completed

After a meeting:

Open meeting details
Click Mark Completed
Optionally add notes

Mark as No-Show

If the lead didn't attend:

Open meeting details
Click Mark No-Show
The lead is flagged for follow-up

Calendar Sync

Google Calendar Integration

When connected, meetings:

Appear on your Google Calendar
Include meeting links
Show lead contact info
Update when rescheduled/cancelled

Calendar Event Details

Synced calendar events include:

Meeting title with lead name
Start time and duration
Meeting link
Notes and description

Team Meeting Management

For multi-host events:

Viewing Assigned Host

Each meeting shows:

Assigned Host: Who received the booking
Assignment Method: Round-robin or availability-first
Assignment Reason: Why this host was selected

Reassigning Meetings

If supported:

Open meeting details
Click Reassign
Select new host
Confirm reassignment

Notifications

Meeting-related notifications:

Event	Notification
New Booking	Email to host
Reschedule	Email to lead and host
Cancellation	Email to lead and host
Reminder	Email before meeting (if configured)

Upcoming vs. Past Meetings

Upcoming Meetings

Default view shows upcoming meetings first
Quick access to meeting links
Actions: Reschedule, Cancel

Past Meetings

Historical record of completed meetings
Mark as completed or no-show
Review for patterns and insights

Best Practices

Before Meetings

Review lead profile and responses
Check custom field answers
Prepare based on their needs

During Meetings

Reference their form responses
Address their stated challenges
Take notes for follow-up

After Meetings

Mark status (completed/no-show)
Add meeting notes
Update CRM if needed
Schedule follow-up actions

Managing No-Shows

Mark as no-show promptly
Follow up with the lead
Look for patterns in no-show timing
Consider reminder emails

Meeting Analytics

Track meeting metrics:

Booking Rate: Leads who book vs. form starts
Show Rate: Scheduled vs. actually held
Cancellation Rate: Cancelled meetings percentage
By Event: Compare performance across events
By Host: For team events, compare hosts

Troubleshooting

Meeting Not Showing

Verify the booking completed successfully
Check the date filter isn't excluding it
Refresh the meetings page

Missing Meeting Link

Check calendar integration status
Verify Google Calendar/Zoom is connected
Link is generated at booking time

Calendar Not Syncing

Verify integration is connected
Check for sync errors in settings
Re-authorize if needed

Wrong Time Displaying

Verify your timezone setting
Check the lead's original timezone
Calendar shows your local time

Managing Leads - View lead details
Google Calendar - Calendar sync setup
Zoom Integration - Video meeting links

Managing Leads

Leads are prospects who have interacted with your booking forms.

Team Setup

Set up your team to collaborate on booking events, share calendars, and distribute leads across multiple team members.