You can now easily access and manage all New, Upcoming, Pending, and Past meetings in the Bookings page of your Sagetap portal.
The Bookings page differs from your Inbox in that it provides a quick view of all Sagetap meetings, but excludes any back and forth between parties. On all tabs of the Bookings page, you can access meeting details via a collapsible dropdown.
Below is a walkthrough of the different tabs of your Bookings page.
New
The New tab lists all inbound meeting requests. On this tab, you can choose to accept or decline these meeting requests, as well as propose new times to meet with the other party.
If you choose to book the meeting, it will move to Upcoming, if you propose new times it will move to Pending, and if you decline the meeting it will move to Past.
Pending
The Pending tab allows you to view all meetings you have sent an invite or application for, but have not yet been accepted, as well as all meetings that are still being scheduled.
Here you can view and accept times proposed, or propose new times to meet with the other party.
Upcoming
The Upcoming tab will display all upcoming sessions that have already been booked.
Here you can cancel a meeting, moving it to Past, as well as reschedule a meeting, moving it back to Pending.
Past
The Past tab will display all meetings that have been Missed, Cancelled, Declined, or Completed.
For the meetings in the Missed and Cancelled tabs, you have the option to reschedule these sessions, bringing them back to Pending.
For meetings in Declined, you have the option to reconsider your decision to decline, moving the session back to New.
For meetings in the Past tab, you can view all Cancelled, Missed, and Completed meetings.
For Cancelled and Missed sessions, you can elect to reschedule. For Completed meetings, you can view the meeting recording, which brings you to the same view as the "View Recording" option for meetings listed in your Inbox.
Should you have any questions regarding the Bookings page, please contact [email protected].