Managing Meetings

Open, edit, reschedule, cancel, and review meetings from the meeting details view.

Open a meeting from the Meetings page or Calendar to review its information and the actions available to your role.

View Meeting Details

The meeting details view summarizes the meeting title, status, host, date, time, duration, participants, and settings. Available actions depend on the meeting state and your role.

For completed meetings, the same area can provide links to attendance, session insights, exports, and the meeting record when those items are available.

Edit a Meeting

The meeting host or an organization Owner/general Admin can edit a meeting. Open its details and use Edit when available for its current state.

Open the meeting and select Edit.

Use the unified Details, Participants, and Settings tabs to make changes.

Review any validation or conflict warning.

Select Save Changes.

Templates While Editing

You can apply a shared organization template while editing a meeting:

Applying it fills saved values across Details, Participants, and Settings.
The meeting's current date and start time are left unchanged.
The applied-template banner stays visible when you move between tabs.
Editing a populated value or selecting the applied card again deselects the template.
The save-as-template dialog shows a summary of the values that will be stored before you save the template.

Applying a template does not enable recurrence. Recurring meeting controls are currently unavailable.

Reschedule a Meeting

To reschedule a meeting, edit its Details and change the date or start time, then save the changes. Review any conflict warning shown by the interface before continuing.

Cancel or Delete a Meeting

Use the meeting's action menu when cancellation or deletion is available.

Action	Result
Cancel	Saves the meeting status as cancelled; refresh to verify the result
Delete	Removes the meeting after confirmation

Notify invitees when cancelling a meeting. Use End to stop a running session. Before deleting a meeting, save any records you need.

The dashboard end action requires the host or organization Owner/general Admin. It requests room termination and marks the active meeting completed after a successful or already-ended response. Live-client permissions are separate. Post-meeting materials may need processing time before they become available.

Review a Completed Meeting

Depending on access, plan, collection status, and retention, a completed meeting may include:

Saved reports are available to the meeting host, an organization Owner, or the legacy/general Admin role. Specialist Billing Admin, User Admin, License Admin, and Technical Admin roles do not grant report access unless that person hosted the meeting. An unavailable report message means the report itself cannot currently be shown; an upgrade message means advanced reporting is not included in the current plan.