Digital Agency Tools Docs

The meetings list

Meetings shows every meeting on your calendar, with quick filters for today, this week and the past, and the figures for whatever you are looking at.

The Meetings page, with date pills, a filter card, summary tiles and a table of meetings
Date pills along the top, then the filter card, the figures and the list.

How to find a meeting

  1. Open Meetings in the sidebar.
  2. Click a date pill — All meetings, Today, Tomorrow, This week, This month or Past.
  3. To narrow it further, use the Filter card: search by customer name, email or company, choose a status, or set a From date and To date.
  4. Click Apply filters. Clear resets everything.

Filters and sorting

A custom date range replaces the date pill you had chosen. Without one, the pill stays in force alongside your other filters.

Sort by Date, ID or Status, ascending or descending, and show 10, 20, 50 or 100 meetings a page. Turn on Hide older meetings to see only what is still to come.

Old links

/bookings      → /meetings
/bookings/123  → that booking's meeting

Bookings from your booking page

Every booking a customer makes on your public booking page is listed here too, beside the meetings you schedule yourself. Its title is the product's name, and it carries the date and time, the customer's details and anything they wrote in Additional Notes. A paid booking appears once its checkout is complete.

Status changes travel both ways. If the customer cancels from their confirmation email, the meeting shows Cancelled; if you mark it Completed, No show or Cancelled here, the booking follows. A booking still awaiting confirmation shows as Draft until you confirm it.

The figures

The four tiles reflect the filters in force, and say so underneath — "Today", "This week", a date range, or "All time".

TileWhat it counts
TotalMeetings matching your filters.
UpcomingThose still to come.
Revenue and Average valueMeetings carry no price of their own, so these stay at zero. Bill the work with an invoice instead.

The columns

ID and Customer open the meeting. The customer column shows their email, phone and company, and a Customer or Client badge when the meeting is linked to a contact — click it to open their profile. Date & time uses your business's date format, and Status shows where the meeting stands.

Three icons sit at the end of each row: Confirm, Internal notes (read and edit notes without leaving the list) and Cancel meeting. Confirming and cancelling both ask you to confirm first.

Statuses

Draft
Scheduled
Confirmed
In progress
Completed
Cancelled
No show
Changing a status here does not email the customer. If you cancel, let them know yourself — Send email on the meeting page opens a message to them.

Related

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