When a client books a meeting, both the client and the host receive a confirmation email with the meeting details. The booking also appears on the host's dashboard and meetings overview page. From there, you can click through to the meeting details page to see a complete overview of the booking: the meeting data, all participants, and the answers the client submitted during booking.
In this help article
Where to find the meeting details
You can find your upcoming bookings in two places:
- Dashboard — your first 5 upcoming meetings are shown here at a glance.
- Meetings overview page — find a complete list of all upcoming and past meetings on the meetings overview page.
Click on any booking to open its details page. Eg. Meeting in our office with Jane Doe
You will notice that the page consists of 4 parts: a 'Cancel meeting' button, the meeting data, Participants, and Answers.
Meeting data
At the top of the page you'll find the core details of the booking:
- The meeting type name
- The date and time
- The duration
- The location (Online, In person, or Phone)
- The meeting room link and the address (for in-person meetings)
Managing the meeting room
You can manage the meeting room linked to this booking directly from the details page:
- If no meeting room is linked yet, click '+ Add' next to 'Meeting room' to link one.
- If a meeting room is already linked, click the pencil icon next to it to change it to a different room.
- For in-person meetings with a linked Vectera room, click the × to remove it.
Participants
In the 'Participants' section you'll find the name and email address of every participant: both the host and all guests who were included in the booking.
Answers
In the 'Answers' section you'll find all the responses the client submitted when booking the meeting. The questions are listed in the same order as they appear on your booking page.
Cancel meeting
To cancel the booking, click 'Cancel meeting' at the top of the details page. A pop-up will appear giving you the option to send or not send a cancellation email to the guest. Click one of the options to confirm, or click ‘Don’t cancel’ to go back.
Vectera is looking forward to your feedback so we can offer you the best scheduling and customer meeting experience. Set up your next customer meeting right away by logging into your account or sign-up for a free, fully-featured trial of Vectera!