Meeting Booker Help
Docsยป booking_logic

Booking Logic

When an Advisor creates a schedule of meeting slots, they can optionally set two flags on a slot:

  • Subject Required. The user will have to give a short description of the topic to be discussed upon requesting the booking
  • Approval Required. This means the slot will only be able to be booked as a request. The advisor will be informed of the request, but will then have the opportunity to confirm or refuse the meeting.

When a user books a meeting, their user profile has a setting - Trusted to Book - which will also impact the nature of the booking. If they are not yet fully trusted, their bookings can only ever be requests, whether Approval is required or not. Approval will have to be given. This is purely to prevent new users overbooking in eagerness as they join the program.

Outcome upon booking

User Trusted to Book = false User Trusted to Book = true
Meeting Approval Required = Yes Requested Requested
Meeting Approval Required = No Requested Confirmed Automatically
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Meeting Booker Help

Table of Contents

  • Home Page

User Help Videos

  • Making a booking
  • Requested bookings
  • Cancelling a booking

Advisor Help Videos

  • Create a schedule
  • Change a schedule
  • Pre-book a slot

Standard Features

  • Users
  • Tags
  • Reports

Optional Features

  • Assets
  • Advisories

Administration

  • Setting Up Meeting Booker
  • Admin Help - restricted
  • => Login