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How to approve or decline a request

Requests come in from your booking pages and the kiosk. Approving one turns it into a meeting. Manager task.

Steps

Section titled “Steps”
  1. Open All Requests from the left sidebar, or click an event and open its Requests tab.
  2. The queue is tabbed Pending, Approved, and Declined. Start on Pending.
  3. Each row shows who’s asking, which rep they asked for, the requested date and time, the duration, any demo station, and their reason.
  4. To approve: click Approve & schedule. This opens the meeting form pre-filled from the request. Adjust the time if needed (the live conflict check runs here), then click Create Meeting.
  5. To decline: click Decline. Add an optional Reason, then click Decline Request. The request moves to the Declined tab.

Good to know

Section titled “Good to know”

The requester is emailed either way, request received, confirmed, or declined. Demo-station bookings you set to auto-confirm skip this queue and become meetings on their own. During the event, new requests also stream into the Requests & Walk-ups widget on the event Overview. More in Requests & public booking.