Orders
View Orders that Need Action
Orders whose scheduled meeting time has passed but status hasn't been updated need action until you do so. This view brings them together so none get missed. Things to Keep in Mind Members see a callout on My Orders when they have orders that need ...
Cancel an Order
Cancel an order when a customer's plan needs to be called off. Refunds are handled automatically based on your workspace's cancellation policy. Things to Keep in Mind Owners and Managers can cancel any order. Members can cancel orders assigned to ...
Complete an Order
Mark an order complete once the meeting is finished and you've served the customer. Things to Keep in Mind Members can complete orders assigned to them. Owners and Managers can complete any order. Completing an order moves it to Closed orders. How to ...
Reassign an Order
Sometimes, an order needs to be handled by a different team member due to availability or expertise. Your workspace allows you to easily reassign bookings to another member serving the same plan. Things to Keep in Mind Only Owners and Managers can ...
Reschedule a Meeting
Reschedule a meeting when the customer isn't available, or something on your end comes up. Things to Keep in Mind Members can reschedule their own meetings. Owners and Managers can reschedule any meeting. Rescheduling is allowed only before the ...
Book a Follow-Up
There will be instances when a single meeting won’t cover everything. Follow-ups let you help customers continue the conversation without additional charges, ensuring a smooth customer experience. Things to Keep in Mind Follow-ups are considered an ...
Add a Note
Add notes to an order to document context, highlights, or progress as you work through it. Things to Keep in Mind Anyone who can view the order can add a note. Only the note's author, or an Owner or Manager, can edit or delete it. Notes support text, ...
Upload and View Files
Manage files for an order directly from its Summary. Things to Keep in Mind You can upload .pdf, .xlsx, .xls, .json, .jpg, .txt, and .csv files. Files are stored securely to keep them confidential. If a document checklist is configured, you'll see it ...
Track Orders
Track your orders to see what's in progress, what needs your attention, and what's already been completed or cancelled. Things to Keep in Mind Members see their own orders under My Orders. Owners and Managers can also view every workspace order under ...