Approval Workflows (Manual Meeting Confirmation)

By default, LockMyCal confirms all bookings immediately as soon as the client chooses a free time. However, if you need to vet every client first or judge the relevance of the meeting, you can turn on manual approval for a meeting type.


1. Two confirmation modes

graph TD
    A["Client selects a time in the form"] --> B{"Approval mode"}
    B -- "Automatic (Auto-accept)" --> C["Instant meeting confirmation"]
    C --> D["Written to calendars & Invitations"]
    B -- "Manual Approval" --> E["Status: Awaiting approval (Pending)"]
    E --> F{"Organizer reviews the request"}
    F -- "Approve" --> C
    F -- "Reject" --> G["Rejection message sent & slot released"]

2. Setting up manual approval

  1. In the Meeting Types section, open the required meeting type.
  2. Turn on the option I confirm every booking myself.
  3. Optionally set a decision deadline – if you don't approve the request by then, it expires and the slot is released.
  4. Save the changes.

3. Working with pending bookings

As soon as a client submits a booking request:

  1. You receive an email about the new request and see the notice You have meetings awaiting approval in the sidebar.
  2. In Meetings → Requests you see a list of all requests awaiting your decision.
  3. After clicking Approve:
    • The meeting is confirmed.
    • It is written to your connected calendar.
    • A confirmation email with a link to the video conference is sent to the client.
  4. After clicking Reject:
    • You can enter an optional reason for the client.
    • The booked slot is immediately released for other interested people.

If a client reschedules a confirmed meeting, the new time goes through approval again.