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Chapter 8: Meetings (Web)

The Meetings section tracks all scheduled interactions between your team and leads — booked on the floor, before the event, or through a public booking link.

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8.1 The Meetings Dashboard

Navigate to Leads → Meetings. The grid view shows all meetings with status badge (Scheduled, Done, Rescheduled, Cancelled, No Show), title, date/time, duration, format, location, outcome, and contact(s). Use filter tabs and event/date dropdowns to narrow the view. Meetings dashboard — all meetings with status, contact, and outcome details ▲ Meetings dashboard — all meetings with status, contact, and outcome details

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8.2 Booking a Meeting (Web)

Click + Book Meeting:
  1. Meeting Title — e.g. “Product Demo” or “Follow-up Call”.
  2. Contact — Select the contact (multiple contacts can be linked to one meeting).
  3. Date & Time — Select the scheduled date and start time.
  4. Duration — 15 min, 30 min, 45 min, or 60 min.
  5. Type — In-Person or Virtual.
  6. Location — Room, booth number, or video call link.
  7. Click Save. A meeting invitation is emailed to the contact automatically.
Book a Meeting form — all details in one form with automatic email invitation ▲ Book a Meeting form — all details in one form with automatic email invitation