Overview
Meeting Settings manages the selected client's meeting workflows in one place: Owners, Reminders, and Outcome Email.
How to use this page
Choose the selected client
Use the header switcher before making changes. Each tab is scoped to that client's meeting workflow.
Navigate Meeting Settings
Use the Owners, Reminders, and Outcome Email cards at the top. The active card identifies the section you are editing.
Manage owners
On Owners, review routing coverage and readiness, add or edit an owner, and reassign future bookings before deactivating an owner.
Configure related messages
Open Reminders for pre-meeting prospect reminders or Outcome Email for the deal-wide post-meeting owner update.
What the buttons do
- Owners
- Opens people who can receive meetings for the selected client.
- Reminders
- Opens pre-meeting prospect reminder settings.
- Outcome Email
- Opens the deal-wide post-meeting owner update settings.
- + Add Owner
- Adds a meeting owner for the selected client.
Common questions
They now sit together under Platform > Settings > Meeting Settings, with Outcome Email as the third tab.
Owners, reminders, and the post-meeting outcome email are configured for the selected deal, so they are consistent across its campaigns.
Yes. The same selected client remains in scope as you move between the three tabs.