Approve Meetings: Difference between revisions
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The '''Approve Meetings''' feature allows you to manually review booking requests before they are confirmed.<br> | The '''Approve Meetings''' feature allows you to manually review booking requests before they are confirmed.<br>Instead of appointments being automatically confirmed, eligible bookings are placed in a '''Pending''' state until you approve or decline them.<br> | ||
Instead of appointments being automatically confirmed, eligible bookings are placed in a '''Pending''' state until you approve or decline them.<br> | 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. It is recommended if you:<br> | ||
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. | |||
* Need to review client details before confirming | * Need to review client details before confirming | ||
* Offer high-demand or limited availability slots | * Offer high-demand or limited availability slots | ||
* Want to reduce last-minute cancellations | * Want to reduce last-minute cancellations | ||
* Provide professional consultation services | * Provide professional consultation services | ||
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The Approve Meetings feature is available for '''Paid plans only.''' | The Approve Meetings feature is available for '''Paid plans only.'''<br> | ||
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=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''' | ||
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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. | ||
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'''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''' | ||
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* Do not block availability until approved<br> | * Do not block availability until approved<br> | ||
Once approved, the meeting syncs and blocks the selected time slot. | Once approved, the meeting syncs and blocks the selected time slot. | ||
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=Admin app= | |||
The Approve Meetings functionality is available in the Admin app. | |||
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To use it, you need to update the Admin app to version 1.13.2 via the App Store or Google Play.<br> | |||
Once updated, pending meeting requests can be managed in Scheduled meetings, or via the Calendar by clicking on a pending booking to see its details.<br> | |||
From there, you can approve or decline requests directly in the app. | |||
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