Approve Meetings - Revision history

Admin at 12:51, 18 February 2026

2026-02-18T12:51:58Z

← Older revision		Revision as of 12:51, 18 February 2026
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	<br><br>		<br><br>
	=How to Enable the Feature=		=How to Enable the Feature=
	'''Step 1: Enable in Integrations'''<br>		'''Step 1: Enable in Integrations'''<br><br>
	1. Go to '''Plugins & Integrations''' -> '''User Integrations'''		1. Go to '''Plugins & Integrations''' -> '''User Integrations'''
	<br><br>		<br><br>
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	If enabled on the Organization level, it overrides all individual user settings and becomes active globally.		If enabled on the Organization level, it overrides all individual user settings and becomes active globally.
	<br><br>		<br><br>
	'''Step 2: Enable per Meeting Type'''<br>		'''Step 2: Enable per Meeting Type'''<br><br>
	After activating the integration, you must also enable it for each meeting type:<br>		After activating the integration, you must also enable it for each meeting type:<br><br>
	1. Go to '''Meeting Types'''		1. Go to '''Meeting Types'''
	<br><br>		<br><br>

Admin at 12:50, 18 February 2026

2026-02-18T12:50:59Z

← Older revision		Revision as of 12:50, 18 February 2026
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	<br><br>		<br><br>
	2. Find '''Approve Meetings''' -> '''Enable'''		2. Find '''Approve Meetings''' -> '''Enable'''
			[[File:Sm approve meetings enable path general.png\|1200px\|center\|link=https://help.simplymeet.me/images/5/5a/Sm_approve_meetings_enable_path_general.png]]
	<br><br>		<br><br>
	You can also enable it:		You can also enable it:
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	3. Navigate to '''Event Details'''		3. Navigate to '''Event Details'''
			[[File:Sm approve meetings enable path.png\|1200px\|center\|link=https://help.simplymeet.me/images/a/af/Sm_approve_meetings_enable_path.png]]
	<br><br>		<br><br>
	4. Turn on the '''Approve Meetings''' switch		4. Turn on the '''Approve Meetings''' switch
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	* The host receives a notification about the pending request		* The host receives a notification about the pending request
	* The client does not receive a confirmation email at this stage		* The client does not receive a confirmation email at this stage
			[[File:Sm pending meeting.png\|1200px\|center\|link=https://help.simplymeet.me/images/8/8e/Sm_pending_meeting.png]]
	<br><br>		<br><br>
	=What Requires Approval?=		=What Requires Approval?=
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	=Approving or Declining a Meeting=		=Approving or Declining a Meeting=
	You can review pending meetings in the '''Calendar''' section.		You can review pending meetings in the '''Calendar''' section.
			[[File:Sm decline or approve.png\|1200px\|center\|link=https://help.simplymeet.me/images/4/41/Sm_decline_or_approve.png]]
	<br><br>		<br><br>
	'''If you approve:'''		'''If you approve:'''

Admin: Created page with "The '''Approve Meetings''' feature allows you to manually review booking requests before they are confirmed.
Instead of appointments being automatically confirmed, eligible bookings are placed in a '''Pending''' state until you approve or decline them.
This feature is ideal for consultants, recruiters, healthcare providers, and other professionals who need to verify client details or control availability before confirming a meeting.
This feature is recommende..."

2026-02-18T11:48:44Z

Created page with "The '''Approve Meetings''' feature allows you to manually review booking requests before they are confirmed. Instead of appointments being automatically confirmed, eligible bookings are placed in a '''Pending''' state until you approve or decline them. This feature is ideal for consultants, recruiters, healthcare providers, and other professionals who need to verify client details or control availability before confirming a meeting. This feature is recommende..."

New page

The '''Approve Meetings''' feature allows you to manually review booking requests before they are confirmed. 
Instead of appointments being automatically confirmed, eligible bookings are placed in a '''Pending''' state until you approve or decline them. 
This feature is ideal for consultants, recruiters, healthcare providers, and other professionals who need to verify client details or control availability before confirming a meeting. 
This feature is recommended if you: 
* Need to review client details before confirming
* Offer high-demand or limited availability slots
* Want to reduce last-minute cancellations
* Provide professional consultation services
 
The Approve Meetings feature is available for '''Paid plans only.'''
 
=How to Enable the Feature=
'''Step 1: Enable in Integrations''' 
1. Go to '''Plugins & Integrations''' -> '''User Integrations'''
 
2. Find '''Approve Meetings''' -> '''Enable'''
 
You can also enable it:
* On the '''Plugins & Integrations''' -> '''Organization level'''
If enabled on the Organization level, it overrides all individual user settings and becomes active globally.
 
'''Step 2: Enable per Meeting Type''' 
After activating the integration, you must also enable it for each meeting type: 
1. Go to '''Meeting Types'''
 
2. Open the desired meeting type
 
3. Navigate to '''Event Details'''
 
4. Turn on the '''Approve Meetings''' switch
 
You can enable or disable approval individually for each meeting type.
 
=How It Works=
When a client books a meeting:
* If the meeting qualifies for approval, its status becomes '''Pending'''
* The host receives a notification about the pending request
* The client does not receive a confirmation email at this stage
 
=What Requires Approval?=
The following bookings enter the '''Pending''' state:
* Free meetings created by a client
* Paid meetings where the client selects '''Pay Later'''
 
=What Is Automatically Approved?=
The following bookings are automatically confirmed:
* Paid meetings successfully processed via '''SBPay.me'''
* Meetings created from the Admin side
 
=Approving or Declining a Meeting=
You can review pending meetings in the '''Calendar''' section.
 
'''If you approve:'''
* Status changes to '''Active'''
* The client receives a confirmation notification
* The meeting syncs to your external calendar (e.g.,Google/Outlook)
 
'''If you decline:'''
* Status changes to Declined
* No notification is sent to the client by default
 
=Roles & Permissions=
Access depends on user role:
* '''Owner''' – Can view, approve, or decline all pending meetings
* '''Manager''' – Can view all pending meetings; can approve or decline only their own
* '''Member''' – Can view, approve, or decline only their own meetings
 
=Calendar Synchronization=
Pending meetings:
* Do not sync to external calendars (e.g.,Google/Outlook)
* Do not block availability until approved 
Once approved, the meeting syncs and blocks the selected time slot.