x

Is there a way to make it so that I have to accept an appointment for it to be scheduled?

  • How do I make it to where I have to accept an appointment before it can be scheduled?
33,920 Views
Message 1 of 22
Report
1 Best Answer
Square Community Moderator

Best Answer

Hello @admohamed and welcome to the Community!

 

From Overview in your dashboard, you can see your pending and upcoming appointments as well as client messages at a glance. 

To confirm a pending appointment, click Decline or Accept. Your client will be notified of your response. 

  • If declined, the pending appointment drops off the Overview page and your calendar.
  • If accepted, the appointment moves to your Upcoming Appointments and is confirmed and reflected on your calendar.

Click any upcoming appointment to view the appointment details, make changes, or cancel the appointment. 

You can also accept appointments directly from Calendar. Pending appointments appear on your calendar. Click any pending appointment and click Accept or Decline.

 

Hope this helps!

Ashley C
Community Moderator, Square
Sign in and click Mark as Best Answer if my reply answers your question.

View Best Answer >

33,903 Views
Message 2 of 22
Report
21 REPLIES 21
Square Community Moderator

Best Answer

Hello @admohamed and welcome to the Community!

 

From Overview in your dashboard, you can see your pending and upcoming appointments as well as client messages at a glance. 

To confirm a pending appointment, click Decline or Accept. Your client will be notified of your response. 

  • If declined, the pending appointment drops off the Overview page and your calendar.
  • If accepted, the appointment moves to your Upcoming Appointments and is confirmed and reflected on your calendar.

Click any upcoming appointment to view the appointment details, make changes, or cancel the appointment. 

You can also accept appointments directly from Calendar. Pending appointments appear on your calendar. Click any pending appointment and click Accept or Decline.

 

Hope this helps!

Ashley C
Community Moderator, Square
Sign in and click Mark as Best Answer if my reply answers your question.
33,904 Views
Message 2 of 22
Report

I want to be able to accept or decline online bookings. 

Thank you!

32,189 Views
Message 3 of 22
Report

Hi @Jamesbw927, and apologies for the delayed response.

 

I've moved your post to this existing thread so you can see @ashc's response.

Once you click on the appointment you'd like to cancel on the Overview screen, you'll see the words Appointment Details at the top of your screen. Directly beneath that, you should see an option to Cancel Appointment.

You can also edit your settings so that you must accept or decline all appointment requests. To do this, from your Appointments Settings, look in the Appointment Preferences section for the Reservation Guarantee​​​​​​​ options. Go ahead and select "Business must accept or decline all appointment requests" and you'll be all set!

Valentina
Community Moderator, Square
Sign in and click Mark as Best Answer if my reply answers your question.
32,134 Views
Message 4 of 22
Report

I wish I could manually accept  calendar requests in the Square calendar. Right now customers can automatically except the accept their own calendar appointments

32,135 Views
Message 5 of 22
Report
Admin

Hey @Lakecity! Take a look above for steps on how you can either accept or decline incoming appointments. 👍

nika
Beta Community Manager, Square
Join the Beta Community
Evaluate | Influence | Engage


32,097 Views
Message 6 of 22
Report

I want the option to accept or decline a booking request.

32,108 Views
Message 7 of 22
Report

I have the same question. During my initial set up I clicked for appointments to be requested and then approved by me but I never receive an option. My coworker does so I am hoping I just clicked something wrong. Can anyone assist me? 

32,099 Views
Message 8 of 22
Report

I called support and they had me go onto the desktop version and there's a setting under online booking that has to be turned off so that the appt isn't auto booked. There's another setting that has to be turned on to allow you to approve appts.

32,070 Views
Message 9 of 22
Report
Admin

@AtHome  @KPMcLain I moved your questions over to this thread! Check out ashc's answer above. 

nika
Beta Community Manager, Square
Join the Beta Community
Evaluate | Influence | Engage


32,074 Views
Message 10 of 22
Report

Is there a way to confirm an appointment before the appointment is fully booked. As in the client requesting an appointment and I confirm that the appointment is booked, also be able to edit or add anything 

31,771 Views
Message 11 of 22
Report
Square Community Moderator

Heya @dstyles_ and welcome to the Community!

 

I moved your post to a thread where this question has been answered already.

Check out my Best Answer above for details. 

 

In the future, don't hesitate to search your question first here or on the Support Center for your quickest answer too!

Ashley C
Community Moderator, Square
Sign in and click Mark as Best Answer if my reply answers your question.
31,719 Views
Message 12 of 22
Report

Thanks

31,717 Views
Message 13 of 22
Report

Is there a way for clients to request an appointment, but not automatically book an appointment before I accept it ?

31,905 Views
Message 14 of 22
Report
Square Community Moderator

Hey @dieselfrenzy,

 

I moved your post to an existing thread that goes over how to set this up.

 

Check out the answers throughout the thread for details.

Ashley C
Community Moderator, Square
Sign in and click Mark as Best Answer if my reply answers your question.
31,869 Views
Message 15 of 22
Report

Some things have been updated. My customers can now book with out me first approving date and time. Can someone show me how to change this back to allow approval before booking?

31,899 Views
Message 16 of 22
Report
Admin

Hi @BeautyMarkD! That's odd that it changed. I moved your post to this thread so you can check out how to change them back. Valentina explains above!

nika
Beta Community Manager, Square
Join the Beta Community
Evaluate | Influence | Engage


31,850 Views
Message 17 of 22
Report

I can’t figure out how to make it to where I have to approve an appointment before it automatically books??? 

31,487 Views
Message 18 of 22
Report

How do I set my appointments so that the customer must request an appointment instead of automatically booking one? I have looked it over a million times and cannot find this option. 

31,818 Views
Message 19 of 22
Report

I finally figured it out!! 

You have to be on the desktop version. Once there you’ll click the “Online Booking⬇️”  tab. You’ll see “settings” and there you should be able to adjust your online booking preferences!! Hope this helped 

29,619 Views
Message 20 of 22
Report

I have clients who are setting their own appointments and I have the controls set at I MUST CONFIRM/DECLINE. Why is this happening?

29,109 Views
Message 21 of 22
Report
This thread has been archived and locked. Please start a new thread if you would like to continue the conversation.