Open the Scheduling app from the Dock. The Dock is the app bar at the bottom of
the screen, with your other Default apps (Tables, Routing, Workflows, Settings).Inside the Scheduling app, select Meetings. Meetings opens in the
Calendar view first.
The meetings list
Meetings is one list, scoped to your whole workspace. Everyone who opens it sees the same set of meetings. To see only your own meetings, apply the Host filter, not a different view. The list shows the most recent meetings first. Each row shows:
Two more columns are off by default: Event name and Cancellation reason. Turn them
on in the column picker when you need them.
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.
Review a meeting
Select any row to open the meeting’s details. The header shows the meeting title, its status badge, the date and time with timezone, and the location. When the guest booked from a different timezone than yours, the header also shows their local time. The body has these sections:- Cancellation reason: for cancelled meetings, the reason the guest shared.
- Host: the rep on the meeting, with their email.
- Guests: everyone else on the invite, including the person who booked and any additional attendees.
- Description: the event’s description, if one is set.
You do not start a reschedule from this list. When a meeting moves to a new time, it
appears here with a Rescheduled status.The reschedule itself happens through the booking page or the calendar used to book the
meeting.
Cancelling from here doesn’t ask for a reason. The Cancellation reason on cancelled
meetings comes from guests.When a guest cancels through the link in their confirmation, they can share why. That
reason shows up in the list and the meeting’s details.
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.