Help / Dashboard & data

Meetings

Meetings is the central list of every booking — upcoming and past, across all your event types (and, for admins, across the organization). It's where you look someone up, reschedule or cancel on their behalf, mark a no-show, or pull the data out as a spreadsheet.

What it is

Each row is one booking: date & time, the event type, any tags, the host, the invitee (name + email), the status, and the duration. Across the top:

• Upcoming / Past / By Date — switch between what's coming, what's done, or a specific date range.
• Filters — narrow by status (confirmed, canceled, rescheduled, no-show…), by event type, and by tag.
• Export CSV — download the currently filtered list as a CSV file (one row per booking, with the invitee's answers) — useful for reporting or importing into another tool. See CSV exports below.

Zoom

What you can do with a booking

• Reschedule it to a new time (the invitee is notified, and for round-robin bookings the host may be re-picked depending on the team's policy).
• Cancel it (the invitee gets the cancellation email; the calendar event is removed).
• Mark a no-show — records that the invitee didn't turn up; this feeds the no-show count on Analytics.
• Open the invitee's contact to see their full meeting history with you.

Invitees can also reschedule or cancel themselves from the links in their confirmation email — see Confirmations, reschedules & cancellations.

CSV exports

The Export CSV button gives you the currently filtered list — so filter first (e.g. "Past" + a date range + one event type), then export, and you get exactly that slice. The file has one row per booking with the date/time, event type, host, invitee, status, and the invitee's booking-form answers. Leads and Analytics have their own Export CSV buttons that work the same way.

When to use it

• "What's on this week?" / "Did that call happen?"
• Rescheduling or canceling for an invitee who emailed you instead of using their link.
• Marking no-shows so your stats are accurate.
• Exporting bookings for a report, a QBR, or to load into a CRM.

Common pitfalls

• Export only includes what's filtered. If you filtered to one event type or one month, that's all you get — clear the filters first for the full list.
• Looking for a meeting that isn't there. Check the Upcoming/Past tab — a past meeting won't show under Upcoming — and clear any status/event-type/tag filters.
• Canceling vs. rescheduling. Canceling kills the booking; rescheduling keeps it and just moves the time. Pick deliberately — the invitee gets a different email for each.
• Admins see more than their own. If you're an org admin, the list spans the whole organization; filter by host to see just yours.