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Delivery guides

Delivery

Review bookings

Check qualification, call status and the next step for a booked conversation.

Updated September 5, 2026 2 min read

Open /admin/bookings to review qualified inquiries and scheduled calls. Use the company, fit, source, call and stage columns to prepare for the conversation and record its outcome.

Review a call

  1. Find the company and check the source and qualification details. Open its website if you need to confirm what the business does.
  2. Read the call information and current stage. A scheduled call and a completed call are different states; confirm what happened before changing the stage.
  3. Use the stage control to record the supported next state. Reload the page to confirm the update persisted.
  4. Open the related contact or opportunity to record who will follow up and when.

The summary shows qualified inquiries, bookings, calls held and attributed won revenue. Use those figures to inspect the booking workflow; a scheduled meeting alone does not establish a sale.

When a booking is missing or wrong

Check the company and contact before creating another record. A different email address or an unlinked inquiry can explain why the expected relationship is missing.

For an expected calendar update, check the connection in Setup Center. A saved connection is not proof that the latest sync succeeded. Calendly is optional; this guide does not require enabling it.

After correcting a stage or connection, reload the booking list and confirm the specific row. If the save did not persist, retain the error and use Troubleshooting.

Booking mode and attribution

The workspace booking setting has three modes: embedded scheduling, a manual link, or disabled. An embedded calendar can accept appointments without providing verified event attribution to the workspace. Setup Center reports those capabilities separately.

A ready attribution check requires a recent signed booking or cancellation receipt. If a previously working receipt is stale or failed, Setup Center shows the degraded state and its recovery action. Confirm a fresh controlled event before treating the connection as ready again. A manual link does not imply API access, and disabling booking does not enable Calendly.