Where
Meetings→Bookings
Your role needs
Read access to Bookings
read-meeting-links. Admin, Member and Viewer have it by default.To create or change
create-meeting-links to add one, update-meeting-links to change one, on top of the permission above.If you cannot find this in your sidebar, your workspace may have a custom menu configuration. Contact support and we will check it for you.
Before you begin
- A booking has to exist first. It is created when someone books through one of your meeting links, not from this page.
- Reschedule, Reassign host, Cancel booking, Mark as no-show, Undo no-show and Send recovery email all need the
update-meeting-linkspermission on top of the view access above. A Viewer has read access to meeting links but not update, so the row menu only ever offers them Join call and Copy manage link. The server checks the same permission, so a hidden action is a blocked action, not a missing button.
Steps
1
Open Bookings
Go to . Four tabs sit across the top: Upcoming, Past,
Canceled, No-shows. They are not four independent statuses, they are a server filter on two
fields. A booking is stored as confirmed, canceled or a no-show; Upcoming and Past are the same
confirmed bookings split by whether their start time has passed, while Canceled and No-shows each
hold one of the other two stored statuses. That split is also why the same booking can never sit in
two tabs at once.Three filters sit below the tabs: Meeting link, Host and Search by email. Search by
email narrows the table to invitees whose address contains what you type. Picking a meeting link
clears whatever host you had selected and narrows the Host list to that link’s own hosts; leave
it on All meeting links and the list covers every host across every link instead.
2
Read a row
Each row shows the Invitee (name and email), the Meeting it was booked through,
Date & time, the Host, and a Status chip. The chip reads the booking itself, not the
tab you are on: a confirmed booking that has not finished yet gets a filled Upcoming chip, a
confirmed one that has finished gets an outlined Completed chip, and the other two carry
Canceled and No-show.Those two clocks are not the same clock. The tabs split on the start time, the chip flips on the end
time, so a meeting that is running right now sits under Past with an Upcoming chip on it.
3
Join, reschedule or reassign an upcoming booking
Open the menu at the end of a row, under Actions. What it offers depends on the booking:
- Join call opens the video link in a new tab. It only appears on a confirmed booking that has a video link and has not finished yet.
- Reschedule opens a dialog with a Select a date & time calendar embedded in it: pick a date from the link’s own available days, then a time slot, with a timezone selector above defaulting to your own. Picking a slot surfaces a confirmation line before anything moves, and only Confirm new time actually submits it.
- Reassign host only appears on a Round robin link’s booking, never on a Collective one. Its dialog lists every host on that link’s roster under New host, each with a Calendar ready or No calendar chip; the chip is informational, a host with no calendar is still selectable. Only the booking’s current host is greyed out, marked (current). Pick someone and confirm with Reassign.
4
Cancel, or follow up on one that fell through
Cancel booking is the last item in the menu and only shows on a confirmed booking that has not
finished yet. It opens a dialog with a Reason (optional) field and a line saying the invitee
will be notified by email, including that reason if you typed one. The dialog’s own confirm button
is also called Cancel booking, so the way out without canceling anything is Keep booking.
Confirming releases the time slot. There is no undo: nothing in the menu reopens a canceled
booking.Once the meeting is over, Reschedule and Cancel booking drop out of the menu and Mark as
no-show appears. It does not email the invitee by itself, but on a meeting link set up for
automatic no-show recovery the recovery email goes out at that moment. The booking then moves to
No-shows, where Undo no-show turns it back into a confirmed booking and emails nobody.A canceled or no-show booking offers Send recovery email, a short follow-up that apologizes for
the miss and gives the invitee a link to pick a new time. Copy manage link appears on any
booking that has one, and copies the invitee’s own self-serve link for rescheduling or canceling,
so you can hand it to them directly.
What happens next
Canceling, rescheduling, reassigning and marking or undoing a no-show all reload the table on the
spot. A canceled booking leaves Upcoming for Canceled, a rescheduled one keeps its new time under
Upcoming, and a no-show flips into the No-shows tab. Send recovery email and Copy manage link
change nothing in the table, so they just confirm with a toast.
Reassigning sends the invitee nothing from us: the only email we send goes to the new host. The
invitee’s calendar does not stay quiet, though. The old host’s copy of the event is deleted, which
makes that calendar send its attendees, the invitee included, its own cancellation, and a fresh event
is then created on the new host’s calendar with the invitee on it again. If the swap matters to them,
say so yourself rather than leaving two calendar messages to explain it.
Troubleshooting
Reschedule or Reassign host fails right after I confirm
Reschedule or Reassign host fails right after I confirm
The server checks again as it saves, and can still refuse. Rescheduling fails if the time you picked
is no longer free, or if the host who has to be there is busy then; reassigning fails if the host you
picked is busy or is no longer on the link’s roster. Both also refuse once the meeting has started,
even though the row still offers them until it ends. You get an error naming the problem, or a
generic failure message if the server did not say more, and nothing is changed. Neither dialog
closes: the reschedule one clears the date and slot you had chosen so you pick a fresh one, and the
reassign one leaves your host selected so you can try another.
Related
What invitees see
The portal, calendar and confirmation your invitee sees, plus the self-service page behind Copy manage link.
Hosts: round robin vs collective
How bookings are shared between hosts, and why a collective link never offers Reassign host.
Lead stages and the funnel view
The six fixed stages a lead moves through, and the drag-and-drop funnel board.