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How to Approve or Decline an order
How to Approve or Decline an order

For either appointments or services you offer, you might want to approve or decline a booking based on the information you receive.

Nachum Kligman avatar
Written by Nachum Kligman
Updated this week

Hey Boss 👋

There are circumstances where you do not want a booking to be auto-approved. You need one extra step to control your availability, we understand. That's why we allow you the ability to set your Appointments, Products and Services as an 'approval required' stage.

Take notes from our written guide 😉

In order to change from Automatic to Approval required, once in the edit settings for a particular package do this:

  1. From your top navigation bar, find Booking Pages and then select Appointments or Products & Services from the dropdown, according to the type of package you'd like to edit

  2. Head over to your desired package, click three dot icon, then on Edit.

  3. Now that you're in Settings mode, scroll down until you see the Manual Approval checkbox as shown, and select it.

  4. Don't forget to hit Save before you leave.

This package will now require approval in order for it to be added to your calendar. Should you wish to revert to 'automatic' approval mode, make sure to unselect this checkbox and hit Save.

Alright, but what will my customer see if I do this? 🙋

Let's head over to how the emails look. Your customer will receive an email with the following header in the email:

Following approval, the customer will either receive an email with a confirmation, reschedule request, or cancellation.

How you, the boss, can manage this situation 🤔

  1. From your top navigation bar, click on Bookings, and then select Orders. You will notice a clock indicating that an action is required, i.e. that the order is pending and approval is required.

  2. Click on the clock, and scroll down until you see the Package section, and then the Actions option with 4 buttons, namely, Approve, Reschedule, Decline, and Resend confirmation email.

  

Approve - this will immediately approve the order and add it to your calendar with an email being sent out to the customer notifying them with a confirmation of the order.
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​Reschedule - either choose another date and time for your customer or, have the customer choose another date or time for the order to occur.

Decline - the order is canceled and you are offered a message to send to the customer describing why you have declined the order.

Resend order confirmation email - your client will receive an email to reaffirm the details of a previously confirmed appointment.

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