New requests are Pending until you answer. You find them in the bell at the top of the dashboard, in the Request inbox on the Overview tab and in the Requests tab. Choose Details to see the person’s email, phone, note and history.
Your three choices
- Approve: the appointment becomes Confirmed and the visitor gets an email with Add to calendar and Manage appointment links. In Details, Approve with a message adds your note to that email.
- Decline: the request becomes Declined. You can add a message, and the email invites them to request another time.
- Suggest another time: pick a date, then one of the Free times that day or a time under Or another time. Add a message if you like and choose Send suggestion. The status becomes New time suggested, and the new time is held until they answer.
The visitor accepts or declines a suggested time from their email. If they accept, the appointment is Confirmed; if they decline, it’s Cancelled. You’re notified either way.
If you don’t answer
When a request has waited 24 hours, you get a reminder. If the requested time arrives with no answer, the request closes automatically and the visitor is told it expired.
After confirming
Before it starts, you can still Suggest another time or Cancel appointment. Once it has started, you can choose Mark completed or Mark no-show. Confirmed appointments become Completed automatically after they end. Use Private note for notes that only you can see.