The Meetings area is your command center for all bookings: filter, look up, reschedule, cancel, backfill and export. This page explains every view and every action.
Without the configure permission you see your own appointments as host; whoever may configure the tool sees the whole team's appointments and can filter by host.
Tabs and filters
Three tabs split the list: Anstehend (upcoming), Vergangen (past) and Abgesagt (cancelled). Above it you filter by:
Every appointment carries a status chip: Bestätigt (confirmed), Abgesagt (cancelled), Abgeschlossen (completed) or Nicht erschienen (no-show).
The detail view
Clicking an appointment opens the detail view with everything you need to know:
- Time in both time zones: if the guest's time zone differs from yours, both are shown, marked as your time and the guest's time.
- Guest: with the direct actions write email and open contact (or adopt, if the guest is not assigned to a contact yet).
- Location, host and form answers: including all custom questions from the booking form.
- History: a timeline with every station: booked, rescheduled, cancelled, re-booked.
- Source: booking page, manual, WhatsApp or meeting poll; for routing bookings also the form origin.
- Notes: a dedicated tab for internal notes with automatic saving. Guests never see notes.
Actions on an appointment
Entering an appointment manually
For appointments made by phone or email there is Termin eintragen (enter appointment), in 4 steps:
Pick the event type
You can override the duration for this one appointment. Team event types (round-robin, collective meeting) are excluded from manual entry.
Pick the time
A month picker with the free times; on request also outside availability. An already taken time stays excluded, double bookings are impossible even manually.
Enter the guest
Search your workspace's address book; a match links the appointment directly to the contact. Alternatively type name and email freely.
Options
The switch Bestätigung an den Gast senden (send confirmation to the guest) sends the regular confirmation email with calendar invite (.ics) and manage link. Plus an optional internal note.
Manually entered appointments carry the source manual and otherwise behave like any other booking.
CSV export
Export downloads the currently filtered view as a CSV file with German column headers, ready for Excel. Filter first, then export: the export contains exactly what the list shows.
Further reading
Back to the overview: Appointment Booking. Next page: Contacts. Automatic reminders and follow-ups: Workflows.