How to enable the appointment approval system in DaySchedule?

This appointment approval system allows you to have greater control over your schedule and ensures that each appointment aligns with your availability and criteria before confirming the booking.

In today’s fast-paced world, efficiency is key when it comes to managing appointments and bookings. Whether you’re running a busy medical practice, a salon, a consultancy service, or any other appointment-based business, ensuring a smooth and organized booking process is essential.

One effective way to achieve this is by implementing an Appointment Approval System to manually approve the incoming bookings.

In this article, I’ll explain how you can integrate the manual approval process for your appointments -

Appointment approval system

  • Create or edit your event, webinar or services
  • Go to settings tab > Additional settings
  • Check the “Require approval” option
  • Save and finish applying the changes.

The approval process allows you to take control of your online appointment scheduling process. Instead of allowing clients to directly book appointments on your calendar, this system adds an extra step, where appointments are not confirmed until they are manually approved by you or your team.

It serves as a buffer, ensuring that your schedule remains well-organized and doesn’t get overbooked.

Approval process

By manually reviewing and approving appointments, you can ensure that each booking meets your criteria and aligns with your business’s specific needs.

So, when a client register online for your appointment, they will see the message like this -

The request will be manually approved

You can either approve the appointment from your email, or the Admin panel. The approver will receive an email to approve or reject each appointment request.

With manual approval, you can ensure that your schedule is always in sync with your availability. No more double bookings or last-minute changes that disrupt your calendar workflow.

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