Tracking ID

Tracking IDs are unique codes generated for each invitation and scheduled meeting. 

Tracking IDs are a useful tool for identifying specific activities. For example, say a Customer calls you and wants to know specific information about their meeting - you can use the Tracking ID to search for the information in the Activity screen and address your Customer's request.

  • Invitation Tracking ID: When you invite a Customer to self-schedule, a Tracking ID is automatically generated and assigned to the invitation. Once the Customer schedules the meeting, the confirmed meeting is moved to the Meetings tab and given a new Tracking ID. 
  • Meeting Tracking ID: A Tracking ID is automatically generated and assigned to scheduled meetings. 

Figure 1: Meeting Tracking ID

To search for a specific invitation or meeting using a Tracking ID:

  1. Open the Invitations or Meetings tab.
  2. Press Ctrl + F (Windows) or Cmd + F (Mac) on your keyboard. A search box will appear.
  3. Enter the Tracking ID and press the Enter key. 


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