Edit/Reschedule
How to Connect Your Calendar to Leadr
Before managing your meetings in Leadr, ensure your calendar is connected. This section explains how to connect your Outlook calendar to Leadr for seamless syncing of meeting times, attendees, and updates.
From within your connected calendar (Google / Outlook), click on the upcoming event you would like to edit
Outlook
Pro Tip: While Skipped and Rescheduled Meetings display the existing agenda, canceled future meetings cannot be restored, so topics/comments will be lost for future meeting dates.
Once you are inside this event, use the "Pencil" to begin to make changes to this meeting
Outlook
Make sure you make your edits to a future event for this meeting rather than a date that has passed already. After making your edits, then select "Save"
This step differs in Outlook, since you will choose which events you would like to 'Edit' before you begin to make edits to your event. See Step 4 for additional context on which option to choose.
Outlook
In Google, once Saved, you will be prompted to select whether to update "This Event", "This and Following Events", or "All Events", the same options are true for Outlook calendars.
This Event: Use for updating a single meeting date within a series
This and Following Events: Use to update the entire series for a meeting going forward
All Events: Use this for updating past and future meeting within this meeting series
Next, select "Send" to finalize your Meeting Edits!
Outlook
Navigate to app.leadr.com to see the timeline of the meeting adjusted to reflect these new updates
Rule-of-thumb: A meeting or update should sync in under 5 minutes. If an update takes significantly longer (over 1 hour) or fails to move into Leadr, please follow the troubleshooting steps in our FAQ & Troubleshooting article or contact our Customer Support team for more help.
If meeting time changes in Outlook are not syncing with Leadr, verify that your Outlook calendar is connected to Leadr. Follow the steps to connect your calendar as outlined in the introductory section. Once connected, changes will sync automatically.
Skip / Delete a meeting
Using your calendar, locate the future meeting, then select the "Trash Can" or select "Cancel" if you are using Outlook
Outlook
You will be prompted to select "This Event," "This and Following Events," or "All Events"
This Event: Used to Skip a Meeting in Leadr
Select "Send," then navigate to Leadr to see the timeline reflect the date as "Skipped"
This and Following Events: Used to cancel a meeting or series
Select "Send," then navigate to Leadr
All Events: Used to Archive the entire meeting series in Leadr
Select "Send," then navigate to Leadr to see this meeting in your Past meetings
Pro Tip: Canceled and Archived meetings have a built-in delay, so Leadr will not reflect the update as quickly as an edit. If deleted accidentally, use the delay to ensure topics/comments in upcoming meetings are copied, as only past meetings will archive.
Adding Participants
From within the calendar, click on a future event, then select the "Pencil" or edit option
Navigate to "Guests" to search or enter the participant's name/email.
You must add the same email that the user has set up with Leadr, in order for the meeting to come across in their Leadr
If attendees added in Outlook are not appearing in Leadr, ensure that your Outlook calendar is connected to Leadr. Without this connection, attendee updates will not sync automatically, and you may need to manually add them in Leadr.
Add the participants and select "Save." Then select "This and Following Events". The same options are available in Outlook.
"Send" the updated invite to participants, then navigate to app.leadr.com to see the meeting participant's update.
Pro Tip: Only Active/Invited Leadr users will display in the Leadr meeting and can access all past and future meetings within the timeline for the meetings they are a part of. This is why "This and Following Events" is selected as Leadr will not recognize participant updates to single instances within a reoccurrence.
Additionally, ensure that your calendar is connected to Leadr. Without a connected calendar, participant updates may not reflect in Leadr, even if "This and Following Events" is selected.
More questions about managing your meetings? Reach out to us through the chat bubble or at [email protected]