Overview
Meeting Detail shows one selected-client booked meeting with its schedule, status, owner, source, qualification, contact information, notes, and saved recording. Employees can edit allowed fields. A client member can record one bounded outcome only when their exact user and selected client have an active grant and the meeting is still Meeting Set.
How to use this page
Open a booked meeting
From Booked Meetings, select View for the relevant record. The page shows the contact and company, status, schedule, time zone, source, setter, owner, qualification, and contract value.
Record a client outcome when granted
A granted client member sees Meeting Set as the disabled current choice, then can select Prospect Cancelled, Meeting Held, Win, Meeting Held, Unqualified, Reschedule, or Client Handled. The status becomes read-only after the outcome is saved. Other meeting fields stay read-only for clients.
Play a saved recording
When a recording is available, use the player in the Recording section. If the saved recording matches its booking call, playback uses the platform recording link. Legacy saved recordings remain supported.
Edit a meeting when authorized
Employees can select Edit Meeting to update allowed meeting and contact fields. Choose Save Changes when finished or Cancel to discard unsaved edits.
Correct an accidental Meeting Set
An authorized SDR manager can select Correct Meeting Set when the contact is currently Meeting Set. Add an optional reason, then choose Restore prior status. The action restores the exact prior status and clears only this booking's Meeting Set attribution and date.
Handle a no-show or incorrect meeting
Authorized employees can select Mark No-Show and provide a reason. Authorized employees can select Delete after confirming. Delete un-books the meeting and cannot be undone.
What the buttons do
- Status
- Employees can use the full status list. An exactly granted client member gets only the bounded outcome choices for a current Meeting Set.
- Correct Meeting Set
- For authorized SDR managers when the contact is Meeting Set, opens the accidental-booking correction dialog.
- Restore prior status
- Restores the exact status from before booking and clears only this booking's Meeting Set date and attribution.
- Edit Meeting
- For employees, opens editable meeting and contact fields.
- Recording player
- Plays the saved meeting recording inline with skip and speed controls when a recording exists.
- Mark No-Show
- For authorized employees, records a no-show reason.
- Delete
- For authorized employees, un-books the meeting after confirmation. This cannot be undone.