User Action: Request to reschedule a Panel meeting

Any user who can see a Panel meeting activity in their Activity stream can request that a Customer reschedules. Requesting a reschedule cancels the original Panel meeting for all panelists and a request to reschedule for a new time is sent to the Customer.  

If the Customer reschedules, the rescheduled meeting is always with the original panelists and Event type

To request reschedule:

  1. Click on the Panel meeting activity in your Activity stream. 
  2. In the Details pane, click the Cancel/request reschedule icon.
    Figure 1: Activity stream Cancel/request reschedule icon
  3. From the Cancel/request reschedule wizard pop-up, select Cancel the booking and send a reschedule request for the same Event type, and then click Next.
    Figure 2: Cancel/request reschedule wizard pop-up
  4. Provide a reason for requesting to reschedule, review your input and click the Request Reschedule button to complete the action. 
  5. When a User requests to reschedule a Panel meeting, the following occurs:
    • The Customer receives an email notification requesting them to reschedule the meeting.
    • The Primary team member receives an email notifying them of the reschedule request and all Additional team members are cc’d in this email. 
    • If the Primary team member is connected to a calendar, the event will be automatically cancelled. 
    • In the Activity stream, the activity status is changed to Canceled (Reschedule requested by User) for all panelists.
      Figure 3: Activity stream - activity status Canceled (Reschedule requested by User)

NoteWhen using Payment integration, if you request to reschedule a Panel meeting, the Customer will not be asked to pay a Reschedule fee for rescheduling. Upon rescheduling, the payment will be reassigned from the cancelled booking to the new rescheduled booking in the Activity stream.

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