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Managing Bookings for Health Talks

Updated over 2 months ago

Typically, clients will reach out to you via chat before submitting a booking request. The chat can be accessed via the Messages tab on the Provider Portal.

When a booking request is made, it will appear on the Marketplace Bookings tab on the Provider Portal.

Confirm a booking

New bookings remain Pending until you confirm them.

  1. Go to the Bookings page and find the specific booking. You can filter the bookings by their state

  2. Click on the View button for a booking

  3. Choose one of the client's preferred date and time

  4. Select Confirm booking

Once the booking is confirmed, you and the client should coordinate directly on logistics such as calendar invites, web conferencing links, and any required materials.

Decline a booking

If you are unable to conduct the session (e.g., due to scheduling conflicts), you may decline the booking.

  1. Go to the Bookings page and find the specific booking. You can filter the bookings by their state

  2. Click on the View button for a booking

  3. Select Decline

If you are declining due to scheduling issues, we encourage you to message the client via chat to suggest alternative dates.

Cancel a booking

Once a booking has been confirmed, you cannot cancel it directly on your side. If you need to cancel, reach out to the client via chat and request that they cancel the booking.

⚠️ Note:

If you cancel within 5 days of the scheduled date, and this happens more than twice, we reserve the right to suspend your listed topics unless proof of extenuating circumstances is provided.

Reschedule a booking

To reschedule a confirmed booking, reach out to the client via chat. If the client accepts the reschedule, they should contact us at [email protected] to amend the date and time of the session. If the client isn't able to accept the reschedule, they will have to cancel the booking.

⚠️ Note:

If you initiate a reschedule within 5 days of the scheduled date, and this happens more than twice, we reserve the right to suspend your listed topics unless proof of extenuating circumstances is provided.

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