Meetings dashboard in Default

Meetings in Default is the workspace record of every booked meeting: upcoming, rescheduled, canceled, and marked as a no-show. It’s a single list of the whole workspace’s meetings that you filter and inspect to find what you need.

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The meetings list

Meetings is a single list for your whole workspace. Admins, and members with workspace-wide access to meetings, see every meeting. When your workspace enforces granular access grants (see Users), other members see the meetings they host, co-host, or booked, plus any meeting they were given access to. To see only your own meetings, apply the Host filter. The list shows the most recent meetings first. Each row shows: 2 more columns are off by default: Event name and Cancellation reason. Turn them on in the column picker when you need them.

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Filter the list

Open the filters in the toolbar to narrow the list further. Combine filters to answer a specific question, such as “my demo calls this week.” The fields, in the order they appear: The toolbar also has a Search meetings box that matches across meeting title, guest email, event name, and host name and email.

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Act on several meetings at once

Select meetings with the checkboxes to show the bulk-action bar. It offers:

• Mark no show: marks the selected meetings as no-shows.
• Cancel meetings: cancels the selected meetings. Select Keep meetings in the confirmation to back out.

Both actions apply only to meetings that are Booked or Rescheduled. Default skips the other selected meetings.

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Review a meeting

Select any row, or a meeting on the calendar, to open its details panel. The top of the panel shows the meeting’s status badge, its event type, the guest, and the meeting title. Below it, cards show:

• Cancellation reason: for canceled meetings, the reason the guest shared.
• The date and time with timezone, and the meeting’s length. When the lead booked from a different timezone than yours, the card also shows Lead sees with their local time.
• Host or Hosts: the people hosting the meeting. Organizer marks the primary host, and Optional marks an optional co-host.
• Lead: the person who booked.
• Guests: anyone else invited to the meeting.
• Conferencing: the location, with a button that copies the meeting link.
• Description: the event’s description, if one is set.

While a meeting is Booked or Rescheduled, the footer at the bottom of the panel has its actions. Join meeting shows when the meeting has a link. The other actions need permission to manage the meeting. To change the host, select Reassign next to the organizer in the Host card. It opens Reassign meeting. Pick a new host or queue, then pick a time. Attendees get a new invite from the new host and a cancellation from the current one.

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Calendar view

Meetings opens in the calendar by default. Use the Calendar and Table toggle in the toolbar to switch between the calendar and the list. Default remembers your last choice. The calendar lays out your workspace’s meetings on a time grid instead of rows. The toolbar controls which period you’re looking at:

• Switch the layout with the Day, Week, or Month tabs. The calendar opens in Week.
• Page through periods with the Previous and Next arrows.
• Jump back to the current period with Today.

Each meeting appears as a colored block. The color matches the meeting’s status badge, so you can tell a booking, a reschedule, and a cancellation apart at a glance. Select a block to open the same meeting details panel as the list, with the same actions.

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Move a meeting on the calendar

Drag a meeting to a new time to reschedule it. You can drag a Booked or Rescheduled meeting that you have permission to manage.

• The meeting moves at once, and a Moved to message shows the new day and time with Undo for 5 seconds. Select Undo to put the meeting back. Dropping it back where it started also undoes the move.
• When the message closes, Default saves the move as a reschedule. The meeting moves on the host’s calendar, its status becomes Rescheduled, Default updates its reminders, and it sends the event’s reschedule notifications.
• You can’t move a meeting into the past or onto the all-day row.
• A move doesn’t check the host’s working hours, notice period, or busy time. Check the host’s calendar before you drop the meeting.
• If Default can’t save the move, the meeting goes back to its old time and Default shows why.

To choose which statuses appear, use the Status filter in the toolbar (see Filter the list). By default, the calendar hides Canceled meetings. Add a Status filter that includes Canceled to see canceled meetings on the grid. The calendar stays current on its own. Changes made outside Default, such as a guest reschedule, appear without a manual refresh. If a period contains more than 1,000 meetings, the calendar warns you that some meetings are hidden. Switch to week or day view, or select fewer statuses, to see a complete result.

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Meeting reminders

You configure meeting reminders per event. To set up or change the reminders sent before a meeting, open the event under Events and edit its reminders. Rescheduling or canceling a meeting updates its reminders automatically. Related: Sales scheduling software from Default