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Setting default participants for appointments

Choose which Track members are automatically selected as participants for a new appointment. No more ticking participants on or off for every appointment.

With the Default participants setting, you decide who is automatically selected as a participant when someone creates an appointment in a Track. This applies to both manual appointments and appointments booked via a scheduler. Useful when, for example, Track Leaders don’t need to attend every appointment.

Where to find this setting

  1. Go to Settings.

  2. Under App settings, click Meetings.

  3. Select General.

  4. Under Default participants, choose the option you want.

The options

  • All members of the Track: everyone in the Track is selected as a participant.

  • All Trackees: only the Trackees are selected as participants.

  • All Track Leaders: only the Track Leaders are selected as participants.

  • Nobody: no one is selected by default. You choose the participants yourself for each appointment.

Who is always part of the appointment?

  • The organizer: whoever creates the appointment is always part of it as the organizer. That’s why the organizer is never added separately as a participant.

  • Whoever books via a scheduler: if someone books an appointment themselves via a scheduler, that person is always added as a participant, regardless of this setting.

Frequently asked questions

  • Can I still choose different participants per appointment?
    Yes. The setting only determines who is preselected. When scheduling, you can still deselect or add participants. Read more in Selecting participants when scheduling an appointment.

  • Does the setting apply to existing appointments?
    No, the setting only applies to new appointments.

  • Does the setting apply to the whole workspace?
    Yes, the selected option applies to all Tracks in the workspace.

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