Understand Workspace Policies

Understand Workspace Policies

Your workspace has two policies that govern what happens after a customer places an order. You set each one once and it applies across your workspace.

Policy
Applies to
Controls
Reschedule Policy
MeetingsWhether a meeting can be moved to a new time, and when you can do it.
Cancellation Policy
Orders
Whether the customer gets a refund when they cancel an order.

Policy Tiers

Both policies use the same three tiers, Strict, Moderate, and Flexible, but the tiers do not mean the same thing.

TierReschedule PolicyCancellation Policy
StrictRescheduling not allowedNo refund will be issued to the customer when order is cancelled
ModerateRescheduling not allowed on the same calendar day as the meetingFull refund if cancelled before the same calendar day as the meeting
Flexible
Rescheduling allowed any time before the meeting starts
Full refund if cancelled any time before the meeting starts

Under a strict reschedule policy the action is blocked. Under a strict cancellation policy the action is still available — only the refund is withheld.

Who Can See Policies

  1. Only Owners can set and update either policy.
  2. Members must accept both policies before joining the workspace.
  3. Customers see the policies when they place an order, and again when they cancel.