The Meeting Requests List contains a list of all meeting requests within the account.
On this page, you can view the status of meeting requests, create new ones, edit, approve, cancel or delete exciting ones.
You may have to change the filter to Upcoming meetings or My meetings to approve a meeting request.
Click Add Meeting Request to create a new meeting request.
The Filter provides options to choose which meeting requests are displayed.
Filter options
The Filter shows options to choose which meeting requests are displayed.
The options are All Meetings, Upcoming Meetings, My Meetings, Archive, or Cancelled and Denied Meetings.
Meeting Requests List View
The Meeting Requests List has the following columns for each meeting request.
Earliest Start shows Month, Day, Year for the meeting's earliest possible start date.
Status shows the meeting request's current status.
Incomplete indicates the requester did not complete the meeting request form.
Requested is the state when the requester completed the meeting request form and is awaiting approval.
Approved is the state when the approver has approved the meeting request and authorized a budget limit.
Denied is the state when the approver denied the meeting request.
Cancelled is the state when a user has cancelled the meeting request.
Planning is the state when the meeting request was approved and converted to an event.
Location shows City, State or City, Country for non-U.S. addresses, if the requester entered this data in the request form.
Meeting Name is the name entered in the request form by the meeting requester; the same meeting name can be re-used.
Requester is the name of the requester; the link takes you to the individual's profile page.
Approver is the name of the approver; the link takes you to the individual's profile page.
Planner is the name of the user assigned to the meeting request/event as its planner, if one has been assigned; The link takes you to the individual's profile page.
If no planner is assigned, click to find one to assign. All users with a user type of Event Builder or higher are available in the drop-down list. Typically, you wait until the meeting request is approved before assigning a planner.
Actions shows the actions that are currently available for the meeting request.
Approve is the link will take you to the approval form set up for that website.
View Event is for an approved meeting request that has been converted to an event.
Convert to Event converts an approved meeting request into an event; You must use an existing event as a template. The estimated budget for your meeting request is transferred to the existing event’s Management Budget Summary Report.
Edit the meeting request.
Copy the meeting request.
Cancel the meeting request.
Delete the meeting request.
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Related articles: Meeting Requests (Websites), Badges Guide.