RequirementsMeetings

Fix Meeting Outcome Prompts

Use this when meeting prompts keep appearing, payment links are not sent, or meetings have wrong status.

Goal

Finished meetings are marked converted, reschedule, or dead so metrics and follow-up stay accurate.

Before you start

A scheduled meeting whose end time has passed.

Meeting data saved in calendar_events.

Stripe configured if you want to generate payment links.

Fix / configure steps
Step 1

Answer every prompt

The queue appears until each past scheduled meeting receives an outcome.

Step 2

Use converted only when real

Converted starts billing workflow. Use reschedule for no-shows and dead when the opportunity should stop.

Step 3

Generate or skip payment link

Generate Link & Save sends the payment workflow. Skip Link & Save records the outcome without a link.

Configuration fields

Converted

What to enter

Choose Yes when the prospect should become a client or receive a payment link.

Why it matters

Moves the prompt into payment details.

Amount (USD)

What to enter

Payment amount without commas.

Why it matters

Checkout link amount.

Billing Structure

What to enter

One-Time or Recurring.

Why it matters

Payment type and future overdue follow-up behavior.

Cycle (Months)

What to enter

Recurring interval, usually 1 for monthly.

Why it matters

Subscription interval in the payment payload.

Checks

If prompts repeat, the meeting status may not have saved.

Payment-link generation needs Stripe keys.

Accurate outcomes improve dashboard conversion and show-rate metrics.