Managing Meetings

The Meetings section gives you a clear view of all your scheduled, completed, and cancelled meetings. You can manage upcoming meetings, review past ones, and keep track of outcomes.

Upcoming Meetings List

Navigate to Meetings in the left sidebar to see your meetings. The default view shows upcoming meetings in chronological order (soonest first).

For each meeting, you will see:

Field	What It Shows
Title	The meeting type (from the booking link title)
Attendee	Who booked the meeting (name and email)
Date & Time	When the meeting is scheduled
Duration	How long the meeting is expected to last
Status	Current status of the meeting
Meeting Link	Link to join the meeting (if applicable)

Meeting Statuses

Every meeting has a status that reflects where it stands:

Status	Meaning
Scheduled	The meeting is confirmed and upcoming. Both parties have been notified.
Completed	The meeting took place as scheduled.
Cancelled	The meeting was cancelled before it occurred.
No Show	The attendee did not show up for the scheduled meeting.

Meeting Details

Click on any meeting to view its full details:

• Attendee information -- Name, email, and phone number (if provided)
• Scheduled time -- Date, time, and timezone
• Duration -- Expected length of the meeting
• Booking source -- Whether it was booked via a booking link or created manually
• Notes -- Any notes added before or after the meeting
• Calendar event -- A link to the event on your connected calendar

Cancellation

If you need to cancel an upcoming meeting:

1. Open the meeting details.
2. Click Cancel Meeting.
3. Confirm the cancellation.

When a meeting is cancelled:

• The meeting status changes to Cancelled
• The attendee receives a cancellation notification email
• The calendar event is removed from your connected calendar

Attendees can also cancel

If a cancellation link was included in the confirmation email, the attendee can cancel the meeting themselves. You will be notified when this happens.

Post-Meeting Actions

After a meeting is completed, you can:

Add Outcome Notes

Record key takeaways, next steps, and follow-up actions from the meeting. Click into the meeting detail and use the Notes field to capture this information.

Update Meeting Status

If a meeting did not happen as planned (e.g., the attendee did not show), update the status to No Show for accurate tracking.

Review Meeting History

Use the meeting history to track your conversion funnel:

• How many meetings were booked?
• How many were completed vs. cancelled or no-show?
• What patterns do you see in successful meetings?

Keep meeting notes current

Adding notes immediately after a meeting -- even brief ones -- ensures nothing is lost. These notes become part of the contact's history and help inform future outreach.

Filtering Meetings

You can filter your meetings list by:

• Status -- Show only scheduled, completed, cancelled, or no-show meetings
• Date range -- Focus on a specific time period
• Attendee -- Search for meetings with a specific person