Booked Meetings

How to use this page

1. 1

   Open the selected client's meetings

   Open Meetings > Booked Meetings and choose a client. Employees can also use Add Meeting and Export CSV. The list shows the current result count and visible meeting scope.

2. 2

   Filter the list

   Use search, status, campaign, owner, setter, or Filters to narrow the selected client's meetings. Campaign selection can search names and supports multiple compatible campaigns; its menu remains visible over the table while you choose.

3. 3

   Save and reuse filter rules

   Open Filters, add meeting-property rules, and select a saved filter when available. Choose Save changes to replace the selected filter or Save new filter to create another reusable set.

4. 4

   Review activity and recordings

   Expand a row to read the unified Activity timeline. When a saved recording is available, use the inline player in the Recording column. A booking-call match can route playback through the platform recording link, while legacy saved recordings remain playable.

5. 5

   Call and manage follow-ups

   Employees can select rows or use a row Call button when a campaign is available. Bulk calls are grouped by campaign. For rescheduling rows, authorized employees can edit the next follow-up date, while clients can view it without editing.

6. 6

   Arrange and export the table

   Employees can drag a column grip or move a focused column with the arrow keys, then choose Reset columns. Select Export CSV after applying the filters you want included.

7. 7

   Open a meeting record

   Select a contact name or View to open Contact Detail. Select Edit when authorized to update meeting fields, or use Add Meeting for an authorized manual booking.

What the buttons do

Filters

Open advanced meeting-property filters.

Campaign

Search and select one or more compatible campaign scopes from the overlaid menu.

Export CSV

Download the employee-visible meeting list using the current filters and selected campaigns.

Select all meetings

Select meetings in the visible result set for employee bulk actions.

Call in campaign

Open a campaign-scoped follow-up dialer for selected records resolved to that campaign.

Column grip / Reset columns

Reorder the employee table or restore its standard layout.

Row chevron

Expand or collapse the unified Activity timeline.

Recording player

Play a saved meeting recording inline when one is available.

+ Add Meeting

Open the authorized manual meeting form.

Common questions