Login
    Contents x
    Approving Tentative Bookings
    • 16 Nov 2021
    • 1 Minute to read
    • Dark
      Light
    Contents

    Approving Tentative Bookings

    • Updated on 16 Nov 2021
    • 1 Minute to read
    • Dark
      Light
    Article summary

    You can automatically make member and/or contact bookings placed via the Members Portal tentative until they are confirmed by an admin.
    You can easily enable this feature via Settings > Bookings and calendar settings.

    Bookings_AdminConfirmationSetting.png

    Enabling one or both toggles will require an admin user to approve every booking made by members and/or contacts from the Members Portal.

    Tentative bookings have a grey tab to help you spot them more easily on your calendar.

    Bookings_TentativeExample.png

    All you have to do to approve the booking is click on it and disable the This booking is not yet confirmed / tentative toggle.

    Bookings_ConfirmationToggle.png

    You can also do this via the More actions menu at the bottom of the page.

    Bookings_ConfirmationActions.png

    Once a booking is approved, customers are able to edit the booking as they please.

    Any new changes made to the booking won't require admin confirmation for edits past the initial confirmation.

    Was this article helpful?
    What's Next
    Change password!
    Changing your password will log you out immediately. Use the new password to log back in.
    Change profile
    Success!
    First name must have atleast 2 characters. Numbers and special characters are not allowed.
    Last name must have atleast 1 characters. Numbers and special characters are not allowed.
    Enter a valid email
    Enter a valid password
    Your profile has been successfully updated.
    Logout
    ESC

    Eddy AI, facilitating knowledge discovery through conversational intelligence