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  1. Bookings

Overview

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Last updated 4 months ago

Bookings represent the foundation of Distro's functionality, enabling seamless meeting management and prospect engagement across your organization. The platform streamlines every aspect of the scheduling process, from initial contact to meeting completion.

Booking Dashboard

The dashboard serves as your central command center for all meeting activities. It provides a comprehensive view of your bookings through an intuitive interface that helps you stay on top of all scheduled interactions.

Key dashboard features include:

  • Status tracking that lets you monitor meetings across four categories: Scheduled, Completed, Cancelled, and No-shows

  • Advanced filtering capabilities for Booking Type, Booking Owner, and Date Range, enabling precise meeting management

  • A clean layout that presents essential meeting information at a glance

Booking Details

When accessing individual bookings, Distro organizes information into five key sections designed for clarity and efficiency:

Booking Details Section

The Booking Details section presents essential meeting information in one place. You'll find the lead's contact information, precise scheduling details including timezone, and integration options for your calendar and CRM. The Google Meet link is readily available with a convenient copy feature, and you can track when the booking was created.

Participants Section

You can add additional guests to the booking in this section.

The Participants section clearly outlines meeting attendance. It displays the assigned team member and all guests, complete with their email addresses for easy reference and communication.

Booking Actions Section

Meeting management is streamlined through a set of essential controls:

  • Reschedule bookings when timing needs adjustment

  • Reassign meetings to different team members

  • Cancel bookings when necessary

  • Mark sessions as no-show for accurate tracking

Booking Source Section

Understanding how meetings originate is crucial for optimizing your scheduling process. This section identifies:

  • The Router that generated the booking

  • Specific router name for tracking

  • Applied qualification rules

  • Detailed routing logs for comprehensive analysis

Form Entries Section

The Form Entries section provides a comprehensive view of your prospect's data:

  • All information submitted through the booking form

  • Enriched data automatically pulled from your CRM

Invite Section

The Invite section displays an exact replica of the communication sent to your prospect:

  • Complete calendar invitation as received by the prospect

  • Timezone information for verification

  • Meeting links and instructions

  • Rescheduling and cancellation options This transparency helps quickly identify and resolve any scheduling discrepancies.