Meeting Bookings
Bookings are confirmed (or pending) meeting records created when a lead books a meeting via a booking link.
Viewing Bookingsโ
Go to Meetings โ Bookings to see all bookings in a table.
Each row shows:
| Column | Description |
|---|---|
| Lead | The lead who booked |
| Meeting Type | Which meeting type was booked |
| Scheduled At | Date and time of the meeting |
| Status | Pending, Confirmed, or Cancelled |
| Assigned To | Team member responsible |
| Notes | Notes about the meeting |
Booking Statusesโ
| Status | Meaning |
|---|---|
| Pending | Booking received, awaiting confirmation |
| Confirmed | Meeting is confirmed |
| Cancelled | Meeting was cancelled by lead or team |
Managing a Bookingโ
Click on a booking to open its detail view. From here you can:
- Confirm a pending booking
- Cancel a booking (with optional cancellation reason)
- Add notes
- View the linked lead โ opens the full lead detail view
Filtering Bookingsโ
Filter the booking list by:
- Status โ Pending / Confirmed / Cancelled
- Date Range โ bookings in a specific period
- Assigned To โ bookings for a specific team member
- Meeting Type โ bookings for a specific meeting template
Booking on Behalf of a Leadโ
Team members can create a booking manually:
- Click New Booking.
- Select the lead.
- Select the meeting type.
- Choose the date and time.
- Add notes if needed.
- Save.
Bookings on Lead Timelineโ
When a meeting is booked, it appears on the linked lead's Activity tab timeline, so your team has full context on what was scheduled.
Notificationsโ
When a new booking is created:
- The assigned team member receives an in-app notification
- The lead receives a confirmation email (if email is configured)
When a booking is cancelled, both parties receive a cancellation notification.