Managing Your Booking Pipeline
The Dashboard > Outcomes > Bookings inbox lets your scheduling team manage incoming meeting requests, confirm appointment slots, and track follow-up status.
Step-by-Step Management Workflow
Step 1: Open Dashboard > Outcomes > Bookings.
Step 2: Filter appointments by Status: Pending, Confirmed, Cancelled, or Completed.
Step 3: Click an appointment entry to inspect visitor details, requested time, and notes.
Step 4: Click 'Confirm Request' to send a meeting confirmation email with calendar invitation.
Step 5: Click 'Reschedule' if a time conflict arises, sending alternative available slots to the visitor.
Status State | Meaning | Required Team Action |
|---|---|---|
Pending | Visitor submitted booking form | Review and confirm meeting slot within 2 hours. |
Confirmed | Meeting confirmed & calendar invite sent | Prepare meeting materials; join meeting at scheduled time. |
Rescheduled | New time requested by team/visitor | Wait for visitor confirmation of new slot. |
Cancelled | Appointment cancelled by visitor | No further action required. |