SchedulingKit
Feature

Control Every Booking with Manual Approval

Not every booking request should be automatically accepted. SchedulingKit's booking approval feature gives you the power to review and approve each appointment before it's confirmed. Hold tentative slots while you evaluate client details, set auto-decline rules for requests that don't meet your criteria, and receive instant notifications when new booking requests arrive. Whether you're a consultant vetting potential clients, a specialist managing limited availability, or a business that needs to verify insurance before confirming — booking approval keeps you in control without sacrificing the convenience of online scheduling.

Require manual confirmation before bookings are finalized. Review client details, hold tentative slots, and set auto-decline rules for full control over your schedule. Explore all SchedulingKit features.

Why Booking Approval Matters

Require manual confirmation before bookings are finalized. Review client details, hold tentative slots, and set auto-decline rules for full control over your schedule. Not every booking request should be automatically accepted. SchedulingKit's booking approval feature gives you the power to review and approve each appointment before it's confirmed. Hold tentative slots while you evaluate client details, set auto-decline rules for requests that don't meet your criteria, and receive instant notifications when new booking requests arrive. Whether you're a consultant vetting potential clients, a specialist managing limited availability, or a business that needs to verify insurance before confirming — booking approval keeps you in control without sacrificing the convenience of online scheduling.

As part of SchedulingKit's scheduling platform, booking approval integrates with your existing calendar, notification, and client management workflows. Changes propagate instantly, keeping every part of your system in sync.

Booking Approval Capabilities

Everything included with booking approval

Review and approve each booking before it's confirmed
Hold tentative slots while evaluating client requests
Auto-decline rules to filter unsuitable bookings automatically
Instant notifications when new booking requests arrive
Custom approval criteria based on intake form responses
Automatic slot release when requests are declined or expire
Approval dashboard with pending, accepted, and declined views
Personalized acceptance or rejection messages to clients

Booking Approval Use Cases

How businesses use booking approval

Consultants vetting potential clients before accepting calls
Healthcare providers verifying insurance or referral details
Legal firms reviewing case details before scheduling consultations
High-demand professionals managing limited appointment slots
Service businesses screening bookings that require specific equipment
Coaches and therapists ensuring client fit before initial sessions

How Booking Approval Works

A closer look at booking approval in SchedulingKit

1

Tentative Hold System

When a client requests a booking, the time slot is held tentatively on your calendar. No one else can book that slot while you review the request, preventing conflicts without committing your time prematurely.

Tentative Hold System

2

Smart Auto-Decline Rules

Define criteria to automatically decline requests that don't fit your business. Filter by service type, lead time, client history, or custom intake form answers to reduce manual review overhead.

Smart Auto-Decline Rules

3

Approval Notifications

Receive real-time push notifications, email alerts, or SMS messages whenever a new booking request needs your attention. Respond from your phone, desktop, or the SchedulingKit dashboard.

Approval Notifications

4

Client Communication

Send personalized approval or decline messages to clients. Include alternative time suggestions when declining, or attach preparation instructions when accepting a booking.

Client Communication

5

Approval Analytics

Track your approval rate, average response time, and most common decline reasons. Use these insights to optimize your booking page and reduce low-quality requests.

Approval Analytics

Booking Approval Best Practices

Get the most out of booking approval with these practical tips

  1. 1

    Set a clear approval window (e.g., respond within 4 hours) and communicate it on your booking page so clients know what to expect.

  2. 2

    Use auto-decline rules to filter out requests that fall outside your service area, budget range, or scheduling parameters.

  3. 3

    Combine booking approval with intake forms to collect the information you need to make an informed accept/decline decision upfront.

  4. 4

    Enable push notifications for new booking requests so you can respond quickly and avoid losing interested clients.

Booking Approval FAQ

Common questions about booking approval

How long are tentative slots held before they're released?

You can configure the hold window from 1 hour to 72 hours. If you don't approve or decline within that window, the slot is automatically released and the client is notified to rebook.

Can I set booking approval for some event types but not others?

Yes. Booking approval is configured per event type. You might require approval for initial consultations but allow instant booking for returning client check-ins.

What happens when I decline a booking request?

The client receives a notification with your optional custom message. You can suggest alternative times or direct them to a different service. The held slot is immediately released.

Can I automate approvals for returning clients?

Yes. You can create rules to auto-approve bookings from clients who have previously been approved, while still requiring manual review for new clients.

Further Reading

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