Overview
Booked Meetings tracks confirmed meetings for the selected client: status, owner, source, contract value, recording links, and a per-meeting reminder control. Search and filter the list, log meetings by hand, assign owners, update status, set which meetings send a reminder, and export CSV. Pick a client in the switcher first. When logged in as a client, use ? then Ask about this page to ask Buzz how many meetings have been booked for your account. A Call button on each meeting row opens the campaign dialer on that booked contact in a meeting-followup scope for a confirmation or reschedule call; it is enabled only when the contact is enrolled in an active campaign. A meeting's status moves from Set to Held, Rescheduling, or Client Handled while it is active, or you can mark it Cancelled or Unqualified when it does not happen or does not qualify.
How to use this page
Select the client
Pick the client in the top-right switcher. The page shows that deal's booked meetings, newest first, 50 per page.
Find meetings
Search by contact, company, or email, filter by status, or build advanced filter rules (for example by owner or qualification). The overview cards summarize the set, including how many meetings are missing an owner.
Read the table
Each row shows Contact (the full name with the contact's email underneath it when both are on file), Company, Source, Date/Time, Timezone, Status, Set By, a Reminder pill, a Recording link when available, a Call button (when the contact is enrolled in an active campaign), a View link, and an Actions menu.
Call a booked prospect back
Click Call on a meeting row to open the campaign dialer on that booked contact in a meeting-followup scope, which includes meeting_set and meeting_held contacts the normal dialer queue excludes and bypasses the recycle window. Use it for confirmation or reschedule calls to a prospect who already booked. The button is enabled only when the meeting's contact is enrolled in an active campaign; if it is disabled, the tooltip explains that the dialer cannot load the contact until they are enrolled in a campaign. Logging the call does not regress the meeting status: a lower-rank disposition is recorded on the call log but the meeting state is preserved.
Log a meeting
Click Add Meeting and search for the prospect by name, company, or email, or type a new email to add a contact. Pick the match to select it, then fill in the contact and meeting details and save. The form captures the same fields as the Responder Hub Log Meeting form, so meetings logged either way record the same information. This is useful for meetings booked outside the normal flow.
Check the autofilled contact details
When you select an existing contact, the Contact Details section autofills First Name, Last Name, Email, Title, and Company Name, each marked with a small auto tag and an AUTO-FILLED badge. It also autofills the optional Direct Phone, Mobile Phone, Company Phone, and LinkedIn URL fields when they are on file. Correct any field that is wrong: the badge flips to EDITED and the auto tag clears on the field you changed. Email is required, the rest are optional. Your edits save to the contact and the meeting, for both new and existing contacts. If a meeting already exists for this person or company, an amber notice appears above the fields so you can avoid booking a duplicate.
Watch for a duplicate warning
Once a contact is selected, the form quietly checks for existing meetings with the same person (by email) or the same company (by email domain). If it finds any, an amber notice appears at the top of the Contact Details section: it names the prior meeting with this person and lists up to three recent meetings at the same company, each with its booked date. The notice is advisory only and does not block saving, it just helps you catch a double-booking before it happens.
Set a reminder for the new meeting
At the bottom of the Add Meeting form, tick Send a meeting reminder for this meeting to schedule a confirmation reminder for it. The checkbox now defaults ON when the client master reminder switch is on, so reminders go out unless you uncheck it; it stays off when the master switch is off. The checkbox is only active when the client's master reminder switch is on in Reminders settings; when the master switch is off the checkbox is disabled with a note pointing you there. You can also toggle the reminder later from the table's Reminder pill.
Assign owners and update status
Use the row actions to set the meeting owner and update the meeting's status as it moves from Set to Held, Rescheduling, or Client Handled, or mark it Cancelled or Unqualified when it does not happen or does not qualify. Cancelled and Unqualified are terminal end states, so a meeting you mark Cancelled does not act as an active follow-up and can be re-booked later (which counts as a new meeting). Keeping the owner filled in clears it from the missing-owner count.
Control reminders per meeting
The Reminder column shows whether a confirmation reminder will go out for each upcoming meeting. A reminder only sends when two things are true: the client's master reminder switch is on (in Reminders settings) and the meeting itself is set to send. Click a meeting's pill to toggle it between Send and Off. The pill also reflects state you cannot click: Sent (already sent, with the date), Failed (a send failed), and Past (the meeting has already happened).
Export
Click Export CSV to download the filtered meetings as a spreadsheet.
What the buttons do
- Search
- Matches a meeting by contact, company, or email.
- Status filter
- Limits the list to one meeting status: Meeting Set, Meeting Held, Rescheduling, Client Handled, Cancelled, or Unqualified.
- Advanced filters
- Builds rules (owner, qualification, and more) to narrow the list.
- Add
- Opens the form to log a meeting by hand: search or add the contact, then set owner, qualification, contract value, and an optional reminder.
- Contact Details fields
- First Name, Last Name, Email, Title, and Company Name for the meeting's contact, plus optional Direct Phone, Mobile Phone, Company Phone, and LinkedIn URL. They autofill from the selected contact (an auto tag and AUTO-FILLED badge show the source on name and email); editing any field flips the badge to EDITED and saves the change to the contact.
- Duplicate meeting notice
- An amber notice above the Contact Details fields that appears when a meeting already exists for the selected person (same email) or company (same email domain). It names the prior person meeting and lists up to three recent meetings at the company. Advisory only; it does not block saving.
- Send a meeting reminder for this meeting
- A checkbox on the Add Meeting form that schedules a confirmation reminder for the new meeting. Defaults ON when the client master reminder switch is on (off when it is off). Active only when the client's master reminder switch is on; disabled with a note when it is off.
- Actions
- Per-row controls to set the owner, update status, and open the recording.
- Reminder pill
- Per-meeting reminder control. Click to toggle an upcoming meeting between Send (a reminder will go out) and Off (none will). Sent, Failed, and Past are status-only and cannot be clicked. Requires the client's master reminder switch to be on for any reminder to actually send.
- Export CSV
- Downloads the filtered meetings.
- ? Help
- Opens the page guide and Ask about this page chat. Clients can ask Buzz for booked-meeting totals and upcoming counts for their own account.
- Call
- Per-row button with a phone icon. Opens the campaign dialer on the booked contact in a meeting-followup scope for a confirmation or reschedule call. Enabled only when the contact is enrolled in an active campaign; otherwise disabled with a tooltip explaining that the dialer cannot load them until they are enrolled in a campaign.
- View
- Per-row link. Opens the contact's detail page.