Booking Approval
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Zaktualizowano 19 września 2026
The booking approval workflow lets you review and approve or decline booking requests before they are confirmed.
How Approval Mode Works
When approval mode is enabled, new bookings from the customer portal are not confirmed automatically. Instead, they receive a "pending" status and wait for an administrator or staff member to approve or decline them.
To enable approval mode:
- Go to Settings > Booking
- Toggle Require Approval for New Bookings to on
- Click Save
When enabled, customers see a message that their booking request has been submitted and is awaiting confirmation.
Pending Bookings Notification
When a new booking request arrives, you are notified via:
- Dashboard badge -- the bookings icon shows the count of pending requests
- Email notification -- sent to company admins and assigned staff
- Push notification -- if browser notifications are enabled
Important: A request left unanswered is cancelled automatically one hour after it arrives, and the slot goes back on sale. This is not a reminder to be tidy — an hour is the whole window you have, so approval mode suits a business that watches the calendar during the day.
Tip: Check pending bookings regularly to avoid keeping customers waiting too long.
Approving a Booking
- Open the pending booking from the calendar (yellow block) or the booking list (filter by "Pending" status)
- Review the details: customer, service, staff, date, and time
- Click Approve
- The booking status changes to "confirmed"
The customer receives an email or SMS confirming their appointment.
Declining a Booking
- Open the pending booking
- Click Decline
- Enter a reason for declining (optional but recommended)
- Click Confirm
The customer is notified that their request was declined, along with the reason if provided. The time slot becomes available again.
Auto-Approval for Trusted Customers
You can set up auto-approval so that bookings from trusted customers skip the approval step:
- Go to the customer's profile
- Enable Auto-Approve Bookings
- Future bookings from this customer are confirmed automatically
This is useful for regular customers with a reliable booking history.
Approval from Calendar vs Booking List
You can approve or decline bookings from two places:
| Location | How |
|---|---|
| Calendar | Click on the yellow (pending) booking block, then click Approve or Decline in the details panel |
| Booking List | Filter by "Pending" status, use quick actions or bulk actions to approve/decline multiple bookings at once |
Tip: Use the booking list with the "Pending" filter and bulk actions to process multiple approval requests quickly.
Notification Settings
Configure who receives notifications for new booking requests:
| Setting | Description |
|---|---|
| Notify admins | All company admins receive a notification |
| Notify assigned staff | The staff member assigned to the booking is notified |
| Send email notifications for new requests | |
| Push | Send browser push notifications |
Notification preferences are managed in Settings > Notifications.
Related
- Create & Manage Bookings -- full booking CRUD operations
- Booking List -- table view with filters and bulk actions
- Calendar View -- visual calendar for bookings