0️⃣ Why Do I Need to Know a Booking’s Origin?

Occasionally you’ll need to know where a Meeting on your Calendar page comes from: It could have been booked by a Customer on your organization’s Booking page, or created by a member of your team directly onto your calendar. Lineup allows you to check this easily by finding it in the Meeting Details. Find out how in this short step-by-step.

1️⃣  Finding out the Booking Origin on Your Calendar Page

Step 1: Choose a Meeting

  1. Go to your Calendar page.
  2. Click on any Meeting.

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Step 2: Check out the booking origin

  1. A popup will appear, showing you the Meeting’s details.
  2. In the highlighted section, you will be able to view the Meeting’s origin, whether it be booked by a Customer in the Booking page, or created by one of your Users in the Calendar page.
  3. If it was booked through the Booking page, it will show a creation date, and whether it was directly booked with the assigned User or the Customer selected "Any User” and Lineup assigned this one automatically.
  4. If it was created in the Calendar page, it will show a creation date and the name of the User who created it.

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2️⃣ Checking out the Booking Origin on a Customer’s Page

Step 1: Finding a Customer

  1. Head over to the Customers section
  2. On the left-side navigation, find the name whose Meeting info you want to consult. If you don’t find it straight away, you can also search for their name.
  3. Click on that Customer.

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