Introduction
In GydeOS, you can view all scheduled client meetings — including upcoming and past meetings. Whether you’re a broker or an agency principal/admin, this section allows you to see meeting details and track client engagement across campaigns.
Step-by-Step Instructions
Step 1: Log in to GydeOS
Enter your log-in credentials to access your account and open the GydeOS platform.
Step 2: Navigate to the Meetings page
From the left-hand side navigations panel, select the Meetings tab.
Step 3: Review your Meetings page
You’ll arrive at the Meetings page, where you can view both Upcoming and Past meetings.
Each meeting card displays the client’s name, meeting date and time, location, and campaign details.
If you’re a broker: You’ll see a list of your own scheduled meetings.
If you’re a principal or admin: Use the filters at the top of the page to view meetings for a specific broker, campaign, or client.
That’s it! From the Meetings page, you can easily track upcoming and past appointments, review campaign activity, and ensure clients are scheduled for various appointment types.