Meeting Settings

How to use this page

1. 1

   Choose the selected client

   Use the header switcher, then open Settings > Meeting Settings. Internal SDRs see active owners for that client. If no active owners are configured, ask your manager or strategist to confirm the setup.

2. 2

   SDRs: find an owner and copy their details

   Review each owner's name, title, email address, phone and scheduling link, plus their territory states when set. Missing fields show Not provided. Copy email address, Copy phone and Copy scheduling link appear beside available values.

3. 3

   SDRs: open scheduling guidance

   Select an available scheduling link to open it in a new tab. Some stored links may be shown as text only. View calendar links and booking instructions opens Scheduling for the selected client. Confirm the client and owner before using booking instructions.

4. 4

   Navigate Meeting Settings

   In the management view, use the Owners, Reminders and Outcome Email cards at the top. The active card identifies the current section. Internal SDRs do not see these management tabs; links to Reminders or Outcome Email return them to the owner directory. The screenshot shows management navigation.

5. 5

   Manage owners

   With management access, use Owners to review routing coverage and readiness, add or edit an owner, and reassign future bookings before deactivating an owner. Select + Add Owner or Edit to set an owner's details and, outside a self-serve workspace, their Territory states, then save. Internal SDRs cannot make these changes; ask your manager or strategist to update the directory. On the enabled task-workflow client, team leads instead see Edit link on each owner. Enter the full scheduling link starting with https://, then select Save, or clear the field to remove the link. Other owner details stay read-only for them.

6. 6

   Configure related messages

   With the required management access, open Reminders for pre-meeting prospect reminders or Outcome Email for the deal-wide post-meeting owner update. Internal SDRs cannot save these settings or send tests.

What the buttons do

Copy email address / Copy phone / Copy scheduling link

SDR reference view: copy an available owner detail.

Scheduling link

SDR reference view: open an available supported web link in a new tab.

View calendar links and booking instructions

SDR reference view: open Scheduling for client booking guidance.

Settings

SDR reference view: return to the Settings hub.

Owners

Management view only, subject to your existing access: Opens people who can receive meetings for the selected client.

Reminders

Management view only, subject to your existing access: Opens pre-meeting prospect reminder settings.

Outcome Email

Management view only, subject to your existing access: Opens the deal-wide post-meeting owner update settings.

+ Add Owner

Management view only, subject to your existing access: adds a meeting owner for the selected client, including Territory states when offered. Adding the name of a deactivated owner reactivates them and keeps their saved territory; use Edit to change it.

Edit

Management view only: opens an owner's details, including Territory states, for editing. Select Save to keep the changes.

Edit link

For client team leads on the enabled task-workflow client: opens one owner's scheduling link for editing. Save keeps the new link and Cancel closes it unchanged. A link that does not start with http:// or https:// is rejected.

Territory states (optional)

In + Add Owner and Edit. Leave it empty if the owner does not use territories. Tick states in the list (Search states filters it), or add a time zone group with + PT, + MT, + CT, + ET, + AKT, + HAT or + AT. Groups add whole states, so states split across two zones appear in both. Select all states adds every state and Clear territory empties it; select a selected state to remove it. Type or paste states accepts names or codes separated by commas, semicolons or new lines, and unrecognized entries must be corrected before saving. A warning lists any state another active owner already covers. How territory routing works explains dialer and AI email booking routing. Not shown in a self-serve workspace.

Deactivate / Activate

Management view only: turns an owner off or back on for new bookings.

Delete

Management view only: appears only for an owner with no assigned contacts, booked or not, and removes them. Otherwise deactivate the owner instead.

Common questions