Navigate to Meetings in the sidebar to view all your meetings.
The Meetings page stays current on its own — no browser reload needed:
New booking toast: when a prospect schedules a meeting, a notification appears in the bottom-right corner (for example, "1 new booking"). Click Show to load it into the list.
Automatic refresh: the list refreshes in the background whenever you open the Meetings page or switch back to the browser tab.
Manual refresh: use the refresh button in the top bar at any time.
On a team, admins see notifications for the whole team's bookings; members see notifications for their own.
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, Zoom, or Microsoft Teams link — click to join, or copy it with the copy button
Location Type: Video, phone, or custom
Assigned Host: For team events, who's hosting
Meetings are grouped by day — Today, Tomorrow, then upcoming weekdays and dates — so the list reads as your schedule, top to bottom. Each row shows the time, the attendee (with a coloured initials avatar), the event, and the RSVP status. Hover a row for quick actions, or click anywhere on it to open the full meeting detail.
Above the list, a highlighted Up next card surfaces your soonest meeting — with a live countdown, the attendee, the RSVP status, and one-click Join and Reschedule.
The Upcoming / Past toggle at the top right switches between scheduled meetings and your meeting history. Past meetings are grouped by day too, most recent first.
A toolbar above the list helps you narrow things down:
Filter | What it does |
Search | Find a meeting by attendee name or email (press |
Event | Show meetings for a single event type |
Status | Filter by RSVP status — Confirmed, Awaiting RSVP, or Declined |
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 |
Separately from the meeting status above, each scheduled meeting tracks whether the prospect has confirmed their attendance by responding to the calendar invite:
RSVP Status | Meaning |
Awaiting RSVP | The invite has been sent, but the prospect hasn't responded yet |
RSVP Confirmed | The prospect accepted the calendar invite |
RSVP Declined | The prospect declined the calendar invite |
SalesCal detects the response automatically by checking the host's connected Google or Outlook calendar — when the prospect clicks Yes or No on the calendar invite, the status updates within roughly 15 minutes. The RSVP badge appears next to the meeting status on the Meetings page and in the lead's detail view.
If the host has no calendar connected there is nothing to check automatically. Open the meeting from the lead's timeline and use Mark RSVP as Confirmed to set it by hand.
Rescheduling a meeting resets its RSVP status to Awaiting RSVP — the prospect needs to confirm the 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, Zoom, or Microsoft Teams
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
Emails sent automatically around a meeting:
Event | Who's emailed |
New booking | The invitee gets a confirmation email (with a calendar invite). The host gets a new-booking notification including the invitee's contact details and their form answers. |
Cancellation | The invitee gets a cancellation email. |
Reminder | The invitee gets a reminder before the meeting, if reminders are configured for the event. |
Confirmation and reminder emails are customizable per event in its notification settings; the host notification is automatic.
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
