Booked Meetings

Overview

Booked Meetings tracks confirmed meetings for the selected client: status, owner, source, contract value, and recording links. Search and filter the list, log meetings by hand, assign owners, update status, and export CSV. Pick a client in the switcher first. When logged in as a client, use ? then Ask about this page to ask Buzz how many meetings have been booked for your account.

How to use this page

1. 1
   Select the client

   Pick the client in the top-right switcher. The page shows that deal's booked meetings, newest first, 50 per page.

2. 2
   Find meetings

   Search by contact, company, or email, filter by status, or build advanced filter rules (for example by owner or qualification). The overview cards summarize the set, including how many meetings are missing an owner.

3. 3
   Read the table

   Each row shows Contact, Company, Source, Date/Time, Timezone, Status, Set By, a Recording link when available, and Actions.

4. 4
   Log a meeting

   Use Add to record a meeting by hand: the prospect, date and time, meeting owner, qualification, and contract value. This is useful for meetings booked outside the normal flow.

5. 5
   Assign owners and update status

   Use the row actions to set the meeting owner and update the meeting's status as it moves from set to held or beyond. Keeping the owner filled in clears it from the missing-owner count.

6. 6
   Export

   Click Export CSV to download the filtered meetings as a spreadsheet.

What the buttons do

Search

Matches a meeting by contact, company, or email.

Status filter

Limits the list to one meeting status.

Advanced filters

Builds rules (owner, qualification, and more) to narrow the list.

Add

Opens the form to log a meeting by hand with owner, qualification, and contract value.

Actions

Per-row controls to set the owner, update status, and open the recording.

Export CSV

Downloads the filtered meetings.

? Help

Opens the page guide and Ask about this page chat. Clients can ask Buzz for booked-meeting totals and upcoming counts for their own account.

Common questions