The Meetings page shows all your scheduled appointments. View upcoming meetings, manage bookings, and track meeting history.
Navigate to Meetings in the sidebar to view all your meetings.
Each meeting shows:
Event Name: The booking type
Date & Time: Scheduled time in your timezone
Duration: Meeting length
Status: Scheduled, Completed, Cancelled, No-Show
Lead Name: The prospect who booked
Lead Email: Contact email
Lead Phone: Contact phone
Meeting Link: Google Meet or Zoom link
Location Type: Video, phone, or custom
Assigned Host: For team events, who's hosting
Default view showing meetings in a list:
Sortable by date, status, or event
Quick access to meeting details
Batch actions available
See meetings in a calendar layout:
Daily, weekly, or monthly view
Visual overview of your schedule
Click meetings for details
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 |
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 |
Click a meeting to see full details:
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)
Quick access to the associated lead:
View full lead profile
See all form responses
Check qualification status
Click the meeting link to join:
Opens Google Meet or Zoom
One-click access
Link also available in calendar invite
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 a scheduled meeting:
Open meeting details
Click Cancel Meeting
Optionally add a cancellation reason
Confirm cancellation
The lead receives a cancellation notification.
After a meeting:
Open meeting details
Click Mark Completed
Optionally add notes
If the lead didn't attend:
Open meeting details
Click Mark No-Show
The lead is flagged for follow-up
When connected, meetings:
Appear on your Google Calendar
Include meeting links
Show lead contact info
Update when rescheduled/cancelled
Synced calendar events include:
Meeting title with lead name
Start time and duration
Meeting link
Notes and description
For multi-host events:
Each meeting shows:
Assigned Host: Who received the booking
Assignment Method: Round-robin or availability-first
Assignment Reason: Why this host was selected
If supported:
Open meeting details
Click Reassign
Select new host
Confirm reassignment
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) |
Default view shows upcoming meetings first
Quick access to meeting links
Actions: Reschedule, Cancel
Historical record of completed meetings
Mark as completed or no-show
Review for patterns and insights
Review lead profile and responses
Check custom field answers
Prepare based on their needs
Reference their form responses
Address their stated challenges
Take notes for follow-up
Mark status (completed/no-show)
Add meeting notes
Update CRM if needed
Schedule follow-up actions
Mark as no-show promptly
Follow up with the lead
Look for patterns in no-show timing
Consider reminder emails
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
Verify the booking completed successfully
Check the date filter isn't excluding it
Refresh the meetings page
Check calendar integration status
Verify Google Calendar/Zoom is connected
Link is generated at booking time
Verify integration is connected
Check for sync errors in settings
Re-authorize if needed
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
