Scheduling and responding to booking requests

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

Scheduling a booking request

In the desktop interface, the Schedule page presents all times selected by the Customer who submitted the booking request. The relevant days are highlighted with green in the month row above the table. To see times, you can click on the green days directly or use the arrow buttons:
Figure 1: Find a time and schedule

When you click the Schedule button, the meeting is created in your selected calendar and a calendar invite may or may not be sent to your Customers. In addition, ScheduleOnce sends email confirmations with all meeting details to your Customers based on your Customer notification settings.

If none of the times work for you, you can always click the Cancel/Request new times link. Learn more about Cancelling a Booking request and Requesting new timesWhen 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.
  • 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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