Approve Meetings

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.