Bookings

Bookings

Welcome to your Booking Dashboard! This guide will help you navigate through your scheduled events, including upcoming, completed, and cancelled meetings. Follow the instructions below to efficiently manage your bookings.

Accessing Bookings

Select 'Bookings':

  • On the dashboard, locate and click on the 'Bookings' tab in the main menu. Untitled design - 2024-07-10T113701.510.png Here, you can find your scheduled events categorized into Upcoming, Completed, and Canceled sections.

Upcoming Meetings

View Upcoming Meetings

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  • In the 'Bookings' section, select the 'Upcoming' tab.
  • This tab displays all your upcoming meetings in a list format.

Reschedule a Meeting

Locate the Meeting:

  • Find the meeting you want to reschedule in the list of upcoming meetings.

Click on the Three Dots:

  • Next to the meeting details, click on the three dots (•••) to open a dropdown menu.

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Select 'Reschedule Meeting':

  • From the dropdown menu, click on 'Reschedule Meeting'.

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Select New Date and Time:

  • A calendar will open. Choose the new date and time for the meeting.

Click 'Next':

  • After selecting the date and time, click the 'Next' button.

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Enter Rescheduling Reason:

  • A text box will appear. Enter the reason for rescheduling the meeting.

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Save Changes:

  • Click on 'Save' to confirm the new date and time. The meeting will now be updated in the Upcoming section.

Cancel a Meeting

Locate the Meeting:

  • Find the meeting you want to cancel in the list of upcoming meetings.

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Click on the Three Dots :

  • Next to the meeting details, click on the three dots to open a dropdown menu.

Select 'Cancel Meeting':

  • From the dropdown menu, click on 'Cancel Meeting'.

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Enter Cancellation Reason:

  • A dialog box will pop up. Enter the reason for canceling the meeting.

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Confirm Cancellation:

  • Click on 'Cancel Meeting'. The meeting will be moved to the Canceled section.

Completed Meetings

View Completed Meetings

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  • In the 'Bookings' section, select the 'Completed' tab.
  • This tab displays all your meetings that have been completed.

Canceled Meetings

View Canceled Meetings

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  • In the 'Bookings' section, select the 'Canceled' tab.
  • This tab displays all your meetings that have been canceled.

Filters

Using Filters

  • Locate the Filter Option:
    • In the 'Bookings' section, look for the 'Filter' button usually found at the top of the meeting list.
  • Click 'Filter':
    • Click on the 'Filter' button to open the filter options.

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  • Select Criteria: Untitled design (12).gif

    • Choose your preferred criteria to filter meetings. Options may include host, event type, date range, and more.
  • Apply Filter:

    • After selecting the criteria, click on 'Apply' to refine the meeting list according to your preferences.

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