Default meeting info
This feature is for web only and only for the new meeting request flow, which can be turned on for regular meetings at /admin/appointments using the setting “Use new flow for regular meeting request“.
Meeting request form
On the new flow meeting request page there is a “Default meeting info“ button. When the user clicks the button, a “Default meeting info” pop-up appears which consists of:
Pop-up header with the name “Default meeting info” and a “Close“ button.
Text block with “i“ icon and text “Fill in default information for these fields to save time when you create future meeting requests. The information you enter here will show up automatically in your future meeting requests and can be edited at any time. You can also edit these fields within your meeting request should you want to use different information for that particular request.“.
Fields: Subject, Message, Duration and Media file (if the setting “Enable file attachment in meeting request“ at /admin/appointments is turned on).
Buttons “Cancel“ and “Save and Apply“.
Every field in “Default meeting info” pop-up can be saved empty.
Data in the fields of “Default meeting info” pop-up is synchronized with the respective fields of the “Default Meeting Info“ form at /newfront/profile/settings and vice versa.
When the user clicks the “Save and Apply“ button, the pop-up closes and changes in the pop-up are saved for future meeting requests and applied to the current meeting request instantly.
When the user clicks the “Cancel“ or “Close“ button, the pop-up will close without saving and without applying any changes.
Default Meeting Info tab
On the frontend at /newfront/profile/settings (for both visitor and exhibitor profile settings) there is a “Default Meeting Info“ tab. This tab contains:
A “Bulb“ icon and the message “Simplify your meetings with predefined details:“
Fields: Subject, Message, Duration and Media file (if the setting “Enable file attachment in meeting request“ at /admin/appointments is turned on)
Cancel and Save buttons.
This tab appears only when the setting “Use new flow for regular meeting request” in the admin panel at /admin/appointments is turned on.
When any of the fields are filled in and saved, then when creating a meeting request the respective fields contain data from the predefined fields. This data can be changed in the meeting request if needed.
Data in fields of “Default meeting info” pop-up is synchronized with the respective fields of the “Default Meeting Info“ form at /newfront/profile/settings and vice versa.
The “Cancel” and “Save” buttons are disabled until any changes are made in the “Default Meeting Info“ tab.
When the user presses the “Save“ button, changes are saved and applied and a success message appears.
When the user presses the “Cancel“ button, all changes are discarded.
After both actions “Cancel” and “Save” buttons become inactive again.