Step 1
On the overview, “To approve” shows how many requests wait for your answer. The first ones are listed there too. Choose the tile to see them all.
Step 2
“To approve” lists every request, soonest first. Choose “Confirm”: the client gets an email.
Step 3
Want to look at it first, or does the time not suit? Choose “Suggest another time”: the appointment opens in the calendar.
Step 4
There you can still confirm it, and the client gets an email.
Step 5
“Move to another time”: pick a new day and time, then “Save and email the client”.
Step 6
Can’t take it at all? “Decline” frees the time and tells the client by email. Your reason stays with your team.
Step 7
Under “Note for your team” you write something only your team sees. The client never does.
Step 8
In the calendar you switch between a day and a week. “+ New appointment” books one yourself, for example after a phone call.
Tip: Click an appointment in the calendar to open it. A confirmed one you can also cancel there: “Cancel appointment”.
