Manage your meetings on Meeting Scheduler

View all your meetings in one place

On Meeting Scheduler, you can view all your meetings in one place. View today’s, upcoming and past meetings with a click. Moreover, you can also choose to cancel, reschedule or reassign meetings easily. 



NOTE: If you’re an Outplay Admin, you can cancel, reschedule or reassign meetings by default. However, if you’re an Outplay User, you will require permissions from the Admin to make any changes to meetings.

NOTE: Permissions can be granted for a role in the Roles and Permissions section on Outplay.



Here’s how you can manage your meetings on Scheduler: 

On Outplay, click the Scheduler tab on the top panel.





The Inbound Leads page is displayed by default. Click the Meetings option from the sidebar menu.





On the following page, you can *view meetings based on a timeline:
Today’s Meetings
Upcoming Meetings
Past Meetings







For each meeting, you can view details such as:
Lead Name
Meeting Date
Meeting Time
Meeting Title
Organizer
Attendees







You can choose to Cancel, Reschedule and Reassign meetings as per your liking.

Cancel a meeting

On the Meetings page, navigate to a meeting you want to cancel under Today’s Meetings, Upcoming Meetings, or Past Meetings. Click the More Options button and select the Cancel option.





A dialog box to confirm the cancellation pops up. Click Proceed with Cancel.





The meeting is canceled. 

Reschedule a meeting

On the Meetings page, navigate to a meeting you want to reschedule under Today’s Meetings, Upcoming Meetings, or Past Meetings. Click the More Options button and select the Reschedule option.





The Select Slot window pops up. Here, you can enter the Meeting Title and select Organizers and Time Zone. Select an available time slot on the calendar displayed to your right and click Reschedule.





A meeting is rescheduled to the selected date. 

Reassign a meeting

On the Meetings page, navigate to a meeting you want to reassign under Today’s Meetings, Upcoming Meetings, or Past Meetings. Click the More Options button and select the Reassign option.

The Select Slot window pops up. Here, you can enter the Meeting Title, and select Organizers and Time Zone. Select an available time slot on the calendar displayed to your right and click Reassign.



A meeting is reassigned to the selected owner on the preferred date. 



TIP: You can apply filters to sort meetings in any section in the order of Meeting Book Date, Meeting Date and Owner.

Updated on: 28/06/2024