Agency VA

Overview

Booking metrics by day, charts, and integration health.

Today

Total—

Scheduled—

Cancelled—

This week

Total—

Scheduled—

Cancelled—

Last week

Total—

Scheduled—

Cancelled—

This month

Total—

Scheduled—

Cancelled—

All-time scheduled —

My performance

Assigned —

Scheduled —

Conversion —

Team rank —

Avg time to assign —

Weekly goals

Assigned

—

Completed

—

Bookings per day — last 7 days

Event breakdown (30d)

Top meeting types

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Diagnostics

Integrations

Sales Process

Playbook, auto-synced prospects from Calendly, AE demo outcomes, and closed deals.

Awaiting AE outcome

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Completed demos

—

Active prospects

—

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Prospects are created automatically when Calendly bookings sync. Claim a meeting in Meetings to become the owner.

Name	Company	Email	Stage	Owner	Updated
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Settings

Calendly sync, user management, and integrations.

Two-factor authentication Required for every admin and manager sign-in. Use an authenticator app — the entry appears as SDRs.

Scan this QR code or enter the secret manually in your app.

Verification code

Security 2FA resets, password policy, login history, and active sessions.

Min password length

Password expiry (days, blank = none)

Login history

When	Email	Event	OK	2FA	IP
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Active sessions

User	IP	Last seen	Actions
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Users Deactivate users who leave — they cannot sign in, but their assigned bookings and metrics remain visible.

Name

Password

Role

Name	Email	Role	Status	Actions
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Default Calendly calendar for users Reps and Account Executives only see meetings from this calendar. Admins and managers can still view all calendars.

Calendar

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Sync with Calendly Pull new and updated bookings from Calendly into the platform.

Days to fetch Notify Slack/Teams

Not synced in this session yet.

Remove stale meetings Compares your database with the connected Calendly API and deletes everything else — old Calendly accounts and calendars no longer in scope. Nothing is removed from Calendly.

Compare last

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Import history (no notifications) Fills the database without Slack messages. New rows are still sent to Zoho if ZOHO_WEBHOOK_URL is set.

Days to import

Export to Excel Download all stored bookings as .xlsx.

Teams playground Send a test ping or a real booking message to your Teams channel.

Checking Teams configuration…

Send booking notification Same text as a live Calendly alert — does not trigger Slack.

Booking

Message preview

Select a booking to preview the message.

Export to Zoho Send booking history to your Zoho Flow or CRM webhook.

Checking Zoho configuration…

Test webhook Pick any stored booking and send it to Zoho.

Booking

Payload preview

Select a booking to preview the JSON.

Overview

My performance

Integrations

Team ranking

Meetings

Sales Process

Settings

Login history

Active sessions

Email Thread