THURSDAY · JUNE 12 · 2026 ◆12 CREDITS ◆3 LEADS REMAINING

Meetings

Your booked-for-you meetings. One today. Two past meetings still need an outcome. Show rate 80% this month.

The team holds 21 booked meetings this week. Two need outcomes. Dana has one unconfirmed tomorrow.

Three of yours this week. One past meeting needs an outcome.

Meetings is part of Booked For You.

PART OF BOOKED FOR YOU
We book the meetings. You take them.
With Booked For You, qualified prospects land directly on your calendar with automatic reminders, confirmations, and no-show recovery. This page becomes your meeting room.
Needs an outcome  ·  2  ·  how did it go?
One tap logs it; note after, optional; undo offered. Unrecorded meetings auto-mark as HELD 6 hours after they end (your org setting); you can amend later from the lead.
Citrus Salon → Tue 2:00 PM · discovery · bookkeeping · Priya's meeting · auto-marks HELD in 4h 12m
Harbor Physical Therapy → Wed 11:00 AM · discovery · bookkeeping · Marcus's meeting · auto-marks HELD in 1h 03m
Today  ·  1
When Meeting Type Owner Notes Status
Today
2:00 PM
Hartley & Company
Discovery · 30 minutes · booked for you
BFY · BOOKKEEPING DO
Reminders sent 24 hrs + 1 hr before
CONFIRMED
Upcoming  ·  2
Thu 18
10:00 AM
Granite Tax Advisors
Discovery · 30 minutes · booked for you
BFY · TAX RES PS
First auto-reminder fires in 3 days
UNCONFIRMED
Wed 17
2:00 PM
Pinnacle Wealth Advisors
Discovery · 30 minutes · booked for you
BFY · BOOKKEEPING DO
Confirmation received
CONFIRMED
Past meetings, outcomes and history
BOOKED BY FRIDAY  ·  FRIDAY ARRIVES IN 2 DAYS
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