Request and Scheduling Modes

The request and scheduling modes in the matchmaking settings can be adapted to the organizer's needs. However, you need to keep in mind a few things when changing the system's default and decide for another combination. This article helps you understand what happens when you choose a specific combination of modes.

1. Requests have to be accepted or rejected by participants and Participants schedule meetings themselves when requesting (Default)

This combination is the default one when you create a new event in the system. 
The participant requesting the meeting sends the request by clicking on Request meeting

The time-slots available for both the guest and the host are displayed, and also, the time zone of the meeting. 

The meeting will have the Waiting for confirmation status until the moment when the invited participant will accept or reject it. It will be visible in Meetings (All and Pending tabs).

Once the meeting will be accepted by the guest, it will be visible in Meetings and My Agenda

Enabling Meeting request expiration is recommended if you are using this scheduling mode, in order to avoid blocking the host's time-slots when the guest is not responsive.

2. Requests have to be accepted or rejected by participants and Participants schedule meetings themselves when accepting

The participant requesting the meeting sends the request by clicking on Request meeting

The meeting will have the Waiting for confirmation status until the moment when the invited participant will accept it and choose its time slot.

The meeting will be visible in Meetings under All and Pending meetings.

The participant receiving the request will be able to see it in Meetings. When clicking on it, they will be able to accept or decline it.

If they will decide to accept it, they need to pick a time-slot for the meeting and click on Confirm time.

Meetings will only be visible in the participants' agenda (My Agenda) and Meetings page after they are accepted.

3. Requests have to be accepted or rejected by participants and Organizers schedule meetings manually 

The participant requesting the meeting sends the request by clicking on Request meeting and optionally, they can write a message.

The meeting will have the Waiting for confirmation status until the moment when the invited participant will accept it. The location (in case of physical events) and time will be determined prior to the event by the organizer.

The will only be visible in My Agenda and Meetings after it will be scheduled and published by the event organizer. 

The organizer can publish the schedule by going to Scheduler and clicking on Publishing the schedule.

 

4. Requests are accepted automatically and Participants schedule meetings themselves when booking 

The participant requesting the meeting chooses the time-slot after clicking on Request meeting.

The meeting will be automatically accepted and visible in the participant's Agenda and Meetings pages.

  

5. Requests are accepted automatically and Organizers schedule meetings manually 

The participant requesting the meeting sends the request by clicking on Request meeting

The meeting will be automatically accepted and immediately visible in the participant's Agenda as Unscheduled. The location and time will be scheduled prior to the event by the organizer.

Read more:

Matchmaking Settings