Why Use Meeting Tags?
Meeting Tags are a simple but powerful way to organize, track, and automate your meetings in Appointlet. By applying custom tags to your meetings, you can quickly see which appointments need follow-up, which attendees are high priority, and which meetings didn’t go as planned. Examples of helpful tags include:
No-show – flag attendees who didn’t show up
VIP – identify your top clients
Went well – track successful sessions
Needs follow-up – mark conversations that require additional action
This makes it easy to label and segment meetings at a glance — helping you stay organized as your scheduling volume grows.
Filter, Report, and Automate
Tags don’t just help you stay tidy; they also open up advanced reporting and workflow automation:
Filter your meetings: In the Meetings dashboard, use tags to instantly sort by status or type.
Export to CSV: Tags are included in exports, so you can analyze outcomes or trends outside of Appointlet.
Trigger workflows with Zapier: Tags can fire automations in your connected tools. For example:
Send tailored follow-up emails
Update CRM records with meeting outcomes
Create tasks for your team automatically
Whether you’re tracking client health, internal notes, or meeting outcomes, tags help turn scheduling into actionable insights.
Managing Your Meeting Tags
You can view and manage all of your tags in the Tags tab under Settings. From here you can:
Create new tags with a custom name, description, and color
Edit existing tags to update their details
Assign a color to make them easy to spot
Delete tags you no longer need
There’s no limit to how many tags you can create, so tailor them to fit your workflow.
Adding Tags to Meetings
Once your tags are set up, you can apply them to any meeting:
In the Meetings dashboard, select one or more meetings and apply a tag
In the meeting details view, open a specific meeting and add tags directly
You can add multiple tags to the same meeting. For example, a session could be both tagged as VIP and Needs follow-up.
Automating Workflows with Zapier
Meeting tags also work with Zapier, giving you a no-code way to connect Appointlet with thousands of other apps. For example, you can:
Trigger a Zap when a meeting is tagged or untagged
Automate follow-ups, CRM updates, and task creation
Notify your team about important outcomes
This automation saves time and ensures your team acts consistently after each meeting. Learn more about connecting Appointlet with Zapier.
For teams with development resources, Appointlet also supports webhooks. This lets you send real-time tag updates directly to your own systems or custom applications, providing maximum flexibility for advanced workflows.
