View Categories

How Do You Manage Upcoming and Past Bookings?

1 min read

The Bookings List #

Open Bookings to see every meeting in chronological order. Tabs separate upcoming, past, cancelled, and pending items. Filters narrow the list by event type, host, date range, and status, and the search field matches invitee name, email, and answers to booking questions.

Booking Detail #

Selecting a booking opens a detail panel showing the invitee, the scheduled time in both time zones, the meeting link or address, every question answer, and a full activity history covering creation, reminders sent, reschedules, and cancellation.

Actions #

  • Reschedule — move the meeting and notify everyone.
  • Cancel — cancel with an optional reason included in the notification.
  • Mark no-show — record that the invitee did not attend, which feeds the analytics reports.
  • Add internal note — attach a private note visible only to hosts.
  • Regenerate link — recreate a conferencing link that failed to generate.

Exporting #

The export action produces a CSV of the current filtered view, including all custom question answers as columns. Use it for reporting or to load meeting data into another system.

Retention #

Past bookings remain available in the list and in the API for the retention period set on your workspace. Exports are the recommended approach if you need records beyond that period.

Powered by BetterDocs

Leave a Reply

Your email address will not be published. Required fields are marked *

Scroll to Top