Responding to a booking request

This article applies to the Booking with approval mode only. If you work in the Automatic booking mode, your appointments are scheduled automatically.

When a Booking request is submitted, you will receive an email with suggested meeting times as selected by the Customer.

Where to respond to a booking request?
You can respond to this Booking request from two different places:

  • From the email you receive with the suggested meeting times: In the email, there will be a button to approve the Customer’s request and select the time you prefer.

  • From the Activity stream: Another way to respond to a Booking request is from your Activity stream. Simply click on the Requested activity. In the Details pane, on the right-hand side, click on the action menu (three dots). Then click Schedule booking request if the suggested times work for you, or Cancel/Request new times if these times don’t work for you.

     

 

How to respond to a booking request?

  • Approving the booking request: If the times suggested by the Customer work for you, click on the Schedule link. This will bring you to the Schedule page, which shows the times the Customer has requested and allows you to select the one you want and Schedule. Learn more about scheduling a booking request

  • Cancelling/Requesting new times: If the times suggested by the Customer don’t work for you, click on the Cancel/Request new times link. This will open a wizard which allows you either to Cancel the booking request and request new times, or simply Cancel the booking request altogether. Learn more about Cancelling/Requesting new times

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