Overview
Booked Meetings is the selected client workspace for reviewing meetings that have already been scheduled. The Current view summary shows how many meetings match, plus Total, Upcoming, Need date/time, Need Set By and Recordings. When you can change meeting statuses, an Outcomes note shows how many meetings from the last 90 days have happened but still need a result. In a self-serve workspace, meetings booked through a teammate's booking link appear here on their own, and the team sets each upcoming meeting's reminder to Send or Off. Search, status, campaign and Set By filters narrow the list. Advanced filters, saved column preferences, sorting, expansion and CSV export help employees audit the same result set. Meeting Owner shows the assigned meeting owner separately from Set By. The history icon beside each status shows who changed it, how and when. Expanding a row shows the exact contact's latest calls, notes, updates, reminders and valid sent email activity inside the selected client.
How to use this page
Open the selected client's meetings
Open Meetings > Booked Meetings and confirm the selected client. Industry appears after Company in the standard table, with Not listed when the contact has no saved value. Employees can also use + Add Meeting and Export CSV, and a self-serve team can use + Add Meeting for its own workspace. The overview shows the current result count and meeting scope. When a booking has an agreed callback block instead of an exact appointment, Meeting Date shows that block as text.
Clear meetings that need an outcome
When the Outcomes note says meetings still need an outcome, choose Show them. The list narrows to meetings from the last 90 days whose time passed at least an hour ago and that are still marked Meeting Set (employees also see Rescheduled), newest meeting first. Choose what happened in each row's Status column. Choose Show all meetings to return to the full list. The note appears only for people who can change meeting statuses.
Filter the list
Use Search meetings to find a full name, email or company. Each word must match part of the first name, last name, email or company, regardless of case or word order. Search covers matching records across all pages. Use All Statuses, Campaign and All Setters to narrow the results further. Open Filters for dates, status, setter, source, qualification, contract value, time zone, recordings or notes, then choose Apply Filters. For recordings, choose Has Recording and Yes. Applied rules stay in the URL through a refresh. The badge counts completed rules, including Is empty and Is not empty. Reopen Filters and use Remove to change rules, or Clear All to clear advanced rules. Summary chips describe the view and cannot be removed individually. If the page says No meetings match these filters, broaden the search or select Clear filters.
Record a client meeting outcome when granted
A granted client member sees Meeting Set as the current status, then can choose Meeting Held, Meeting Not Held - Reschedule (SalesHive reaches out to book a new time), or Meeting Not Held - Rep Is Rescheduling (the rep sets the new time, so SalesHive does not reach out). The control is available only while the record is Meeting Set and becomes read-only after the outcome is saved. Other managed client members remain read-only. A self-serve team gets the full status list instead (see the FAQ below).
Save and reuse filter rules
Open Filters and choose an available saved filter to apply its rules. To keep a reusable set, choose Save new filter, enter a name, then Save. To update the selected set, edit its rules and choose Save changes. SDRs can apply saved filters but cannot save changes. You do not need a saved filter just to keep applied rules through a refresh.
Review activity and recordings
Expand a row to read the unified Activity timeline. Sent campaign, responder, and Inbox messages linked to the exact contact within the selected client appear as Sent email, and a synchronized email recorded in more than one source appears once. Calls, notes, follow-up updates, and reminder events remain in the same date-grouped timeline. When a saved recording is available, use the inline player in the Recording column. For older migrated calls, the activity names the recovered caller only when exact evidence exists. Otherwise it shows Caller not recorded. Technical migration-only notes stay hidden because they are not meeting context.
See who changed a meeting's status
Select the history icon beside a row's status (View status history). It lists each status change, newest first, with the old and new status, who made it, how (for example Booked Meetings page, Dialer, Inbox, AI agent, API integration or Automatic update) and when. The list starts at the latest booking. Employees can choose Show changes before booking to see earlier prospecting changes. Select the icon again to close it.
Add or update meeting notes
Scroll to the rightmost Notes column, enter up to 5,000 characters, then leave the field. SalesHive trims the value, saves it automatically, and shows Saving, Saved, or Not saved. Manual notes and feedback submitted through the meeting outcome email use this same field, so the latest shared context stays in one place.
Call and manage follow-ups
Employees can select rows or use a row Call button for eligible contacts. Bulk calls are grouped by campaign. A booked-meeting follow-up can use the contact's own campaign enrollment history, even when that campaign is paused, completed or archived (see the FAQ below). Authorized employees can edit the next reschedule follow-up date. Opening the Dialer does not itself place a call.
Arrange and export the table
Employees can drag a column heading by its grip (or focus the grip and use the arrow keys) to reorder the table, and choose Reset columns to restore the standard layout. Meeting Owner appears after Meeting Date by default, including when an older saved layout first receives the column. It shows the assigned name or Unassigned. Select a column heading to sort when supported. Export CSV downloads all matching records across pages using the same search and filters. The export includes Meeting Owner and Meeting Owner ID; moving the table column does not change the exported fields.
Open, add or edit a meeting
Select a contact name to open Contact Detail or select View to open Meeting Detail. Employees, and a self-serve team in its own workspace, can choose + Add Meeting (or Add first meeting on an empty list) to log a booking: search for an existing contact or type a new email, then fill in the meeting date and time, Set By, Meeting Owner, Source and the other details. Choose Edit on a row to change its status or date and time. A self-serve team can also correct the contact's name, email, phone, title and company there.
Record a closed sales outcome
Authorized employees can choose Closed Won when the sales opportunity is won or Closed Lost when it is lost. Both are final meeting outcomes, remain in meeting history, and count as held outcomes in meeting analytics. They stop pending meeting work and cold outreach. Mark No-Show is unavailable for these completed outcomes. Existing client outcome permissions and one-way Meeting Set choices remain unchanged.
Search and sort a registry-enabled meeting view
When the selected client has All, Registry and Camera Integration views, Search all columns searches the supported displayed values across matching records, not just the current page. Select a column heading to sort and select it again to reverse direction; sorting returns to the first page. Existing campaign, status and setter filters still apply. Where Export CSV is available, it follows the selected view, filters and sort. Camera Integration requires a scheduled meeting date; registry-only outcomes remain in their appropriate registry view.
Understand Set By for rescheduled meetings
For a Meeting Rescheduled row, Set By shows the most recent recorded reschedule caller. If none is recorded, it shows Not recorded. Other statuses show the setter saved on the current booking. This display does not change booking credit. Contact Detail provides booking attribution and reschedule history separately.
What the buttons do
- Status
- Employees and self-serve teams can use the full meeting status list. An exactly granted managed client member gets only the bounded outcome choices for a current Meeting Set. If a booked contact's status has since moved to one outside the meeting list (for example Uncontacted or Attempting), the column shows that status by its readable name, and for employees the dropdown shows it as the current, unselectable choice instead of Meeting Set.
- Filters
- Opens advanced meeting-property filters. Its badge counts only rules that have a value picked; the blank starter row does not count.
- Campaign
- Opens Search campaigns when campaigns are available. Select one or more campaigns with the same calling script; choices marked Different script are unavailable alongside the current selection. Clear removes the campaign selections. Choose Done or press Escape to close the picker. When keyboard focus is inside the picker, closing it returns focus to Campaign.
- Export CSV
- Downloads the employee-visible meeting list across all matching pages using the current search, filters and campaigns, including Discovery and Meeting Owner when available.
- Select all meetings
- Selects meetings in the visible result set for employee bulk actions.
- Call in campaign
- Opens a campaign-scoped follow-up dialer for selected records resolved to that campaign.
- Column grip / Reset columns
- Reorders the employee table or restores its standard layout, including Industry after Company.
- Row chevron
- Expands or collapses the exact contact's unified Activity timeline, including valid sent campaign, responder, and Inbox email activity.
- Reminder
- For an upcoming meeting while reminders are on, choose Off or Send to decide whether that meeting gets a reminder email. Employees and self-serve teams can change it. Other states (Sent, Failed, Past, Paused for On Hold, or Off when reminders are off for the client) are read-only.
- Recording player
- Plays a saved meeting recording inline when one is available.
- + Add Meeting
- Opens the manual meeting form. Available to authorized employees and to a self-serve team in its own workspace.
- Edit
- Opens Edit Meeting for that row. Shown to employees and to a self-serve team. Employees save the status and date and time here. A self-serve team also saves the contact's name, email, phone, title and company.
- Notes
- Edits the shared meeting notes field and saves when focus leaves the field. Active client users can update Notes without receiving access to other meeting fields.
- Closed Won / Closed Lost
- Employee meeting status choices for a completed sales opportunity. These final outcomes do not add new client editing permissions.
- Show them / Show all meetings
- In the Outcomes note, lists only recent meetings that still need an outcome, sorted by meeting date, or returns to the full list.
- Status history icon
- Beside each row's status. Opens that meeting's status history: from and to status, who changed it, how and when. Employees also get Show changes before booking.