Administrator Settings for Meetings

Administrators have access to certain Meetings features. These features provide administrators with unique insight into how their sales teams are doing.

Administrators can also customize the general color scheme of their calendars.

This article will detail the various Meetings features available to administrators.

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Article Contents

• Viewing Meetings
• Customizing Domain Settings
• Setting Custom Theme Colors

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Sales

Users:

Administrators	✓
Company Managers
Marketing Managers
Sales Managers
Salespersons
Jr. Salespersons

Viewing Meetings

Administrators can view how their sales teams are performing. To view Meetings information for a sales team, do the following:

1. Click Sales > Meetings in the left toolbar.
2. Click Admin.
   
   

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3. Click My Team.
4. Click the      Filter arrows to sort by value.
   
   

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   	Information		Description
   	Name		The individual team member's connection status and name.
   	General Availability		The number of hours during the week the team member is available.
   	Views		The number of views a booking page was viewed.
   	Booked		How often the booking form was filled out per browser session.
   	Conversion		The booking number divided by the view number, multiplied by 100.

Customizing Domain Settings

Administrators can customize how their domains will display for all Meetings content. To customize domain settings, do the following:

1. Click Sales > Meetings in the left toolbar.
2. Click Admin.

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3. Click Customization.
4. Select one of the following options in Custom Domain Settings:
   • Default domain
   • Custom domain
5. If Custom domain is selected, enter the desired domain name in the Domain Name/URL text field. Click Yes, I understand.
6. Click Save Domain Settings.
   
   

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Important: If you have not correctly set up CNAME and DKIM records, emails sent from this domain will be unauthenticated. Unauthenticated emails will often end up in spam folders.

For additional information on modifying custom domain settings, refer to For Administrators: Configuring Custom Domain Settings for Meetings.

Setting Custom Theme Colors

Meeting calendar booking windows can be set to one of many different colors. To change the color scheme of a booking window, do the following:

1. Click Sales > Meetings in the left toolbar.
2. Click Admin.

   Click to enlarge.

3. Click Customization.
4. Click Select a Color in the Custom Theme section.
   • Do one either the following:
     • Select one of the available colors
     • Enter a hexadecimal color code
5. Click Save Theme Settings. 
   
   

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Regarding Theme Customization Settings

Only the color of a booking window can be customized. When previewing and sharing meetings, the email that is sent comes premade and cannot be modified. The associated form used to book meetings cannot be modified outside of its custom theme color settings.