Approve Meetings: Difference between revisions

No edit summary
No edit summary
 
(8 intermediate revisions by the same user not shown)
Line 1: Line 1:
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.<br>
This feature is recommended if you:<br>
* 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
<br><br>
<br>
The Approve Meetings feature is available for '''Paid plans only.'''
The Approve Meetings feature is available for '''Paid plans only.'''<br>
<br><br>
<br>
=How to Enable the Feature=
=How to Enable the Feature=
'''Step 1: Enable in Integrations'''<br><br>
'''Step 1: Enable in Integrations'''<br><br>
Line 75: Line 73:
* 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.
<br><br>
=Admin app=
The Approve Meetings functionality is available in the Admin app.
<br><br>
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.
<br><br><br><br>
<br><br><br><br>