Customer Action: Reschedule a Panel meeting

When Customers reschedule a panel meeting, they are subject to the Reschedule policy. The rescheduled meeting is always with the original panelists and Event type.

  1. To reschedule, the Customer clicks the Cancel/Reschedule link in any email notification or the calendar event (see Figure 1).Figure 1: Booking confirmation email
  2. The Cancel/reschedule page appears.
  3. In the Reschedule tab of the Cancel/reschedule page, the Customer clicks the See available times button (see Figure 2).Figure 2: Reschedule tab
  4. The Customer then selects a new date and time. If your Cancel/reschedule policy asks for a reschedule reason, the Customer will be prompted to provide one.
  5. The Booking form step is skipped since all the required information was already provided when making the booking.
  6. When a Customer reschedules a Panel meeting, everyone involved is affected:
    • The Customer receives an email with details about their rescheduled Panel meeting.
    • The Primary team member receives an email notification with details about the rescheduled booking details. All additional panelists are cc’d in this email.
    • If the Primary team member is connected to a calendar, the calendar event will be automatically updated to reflect the new times.
    • All panelists see the updated activity status and details in their Activity stream.

Note When using Payment integration, you can charge Customers a reschedule fee when they reschedule a booking. This enables you to generate an additional revenue stream and reduces unnecessary rescheduling activity.

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