Overview
Meeting Owners defines the people meetings can be assigned to for this client, so booked meetings are attributed to the right person. A stat band at the top shows how many owners exist, how many meetings have an owner, and your coverage percentage. Each owner has a name plus optional title, email, phone, and scheduling link, and shows how many meetings are assigned to them. Add owners, edit their details, deactivate ones no longer taking meetings, and delete ones with no meetings assigned.
How to use this page
Add an owner
Click Add Owner, enter a name, and optionally a title, email, phone, and scheduling link. Save. The name is required; the rest are optional but help route and attribute meetings.
Edit an owner
Use Edit on an owner to update their name, title, email, phone, or scheduling link, then Save. A toast confirms the change.
Deactivate instead of deleting
Use Deactivate to keep an owner on record but stop routing new meetings to them; Reactivate brings them back. This preserves the attribution on their past meetings.
Delete an unused owner
Delete removes an owner entirely, but only when no meetings are assigned to them. If they have meetings, deactivate them instead; the page tells you and blocks the delete.
What the buttons do
- Add Owner
- Opens the form to add a new meeting owner (name required; title, email, phone, scheduling link optional).
- Save
- Saves the new owner or your edits.
- Edit
- Opens an owner's details for changes.
- Deactivate / Reactivate
- Stops or resumes routing new meetings to an owner, keeping their history intact.
- Delete
- Removes an owner permanently. Blocked when meetings are assigned; deactivate those instead.