Approve Meetings: Difference between revisions
Created page with "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> 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.<br> This feature is recommende..." |
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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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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]] | |||
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You can also enable it: | You can also enable it: | ||
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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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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]] | |||
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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]] | |||
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=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]] | |||
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'''If you approve:''' | '''If you approve:''' | ||