Scheduling Tracking Fields Follow

Overview

Scheduling tracking fields allows you to analyze usage by various fields within an organization. Tracking fields contain a label or value that is chosen when scheduling. Tracking fields can be required or optional.

You can add up to 10 tracking fields per account.

This article covers:

Prerequisites

  • Business or Education plan
  • Account owner or admin permissions

Instructions

Adding a Tracking Field

  1. As an account owner or admin, select Scheduling Tracking Fields.
  2. Select Add to create a new tracking field.
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  3. Specify a label for the tracking field. 
  4. Enter in the values for the field, pressing the Enter key after each.
  5. Check if this field should be visible.
  6. Check if the field is required.
  7. Click Save.
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Scheduling with a Tracking Field

When scheduling a meeting, the tracking field will be in the meeting options.
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Reporting on Tracking Fields

To view hosted meetings with Tracking Fields

  1. Login to your Reports.
  2. Choose Active Hosts.
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  3. Search for the dates that you need the report for.
  4. To view the fields on the web, click Add tracking field to columns and check the fields you would like to view.
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  5. You can also download a CSV containing the fields. Select Export as CSV File
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  6. The CSV file will contain the tracking fields.
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