Managing event requests

Learn how to manage requests in the Cronofy Dashboard, whether for your team or as an individual.

Your Dashboard

Your dashboard is located under the "Requests" tab on your Cronofy home page and displays all requests scheduled using Cronofy.

From here, you can perform various actions and searches, providing you with a powerful overview of your tasks.

Clicking on an individual event opens it, allowing you to view more detailed information.

Searching and Filtering

Use the search bar to locate events by host or invitee email. Combine this with filters to refine your results further.

Filter by organization if you belong to multiple organizational units, and by the status of the request.

Create and apply custom tags for additional filtering options.

You can download a .csv file containing all requests or just the filtered ones displayed on your dashboard.

Appointment Status

Status Phases

All requests have status phases that indicate their current status:

Pending: The request has been sent to the invitee and is awaiting a time selection.

Scheduled: The invitee has selected a slot, and the appointment is scheduled.

Done: The appointment has taken place and is completed.

Expired: The request was sent out, but the invitee did not select a slot within the given timeframe.

Canceled: The appointment was canceled. If rescheduled, the new appointment will appear further up.

Pending Rescheduling: The appointment is awaiting a new time slot after a reschedule request.

Declined: The invitee has declined the request.

Host Declined: The host has declined the request.

Invitee Unavailable: The invitee is not available at any of the proposed times.

More Times Requested: The invitee has requested additional time options.

The details of an individual request

When you click on an individual request it will show you all the details of that request so you can keep track of their status.

What you can find:

  • Title of the request.
  • Who created the request and at what time.
  • The timezone in which you are viewing the event(s) of the request.
  • Invitee of the request.
  • Date and time of the event(s).
  • Host of the event.
  • Attendees of the event.
  • Duration and conferencing.
  • Event description (also for separate invites).

This is also where you can cancel and reschedule a request.

Edit a request

You can now edit a request by following these steps:

  1. Go into the Cronofy dashboard.
  2. Select the Requests tab from the left hand menu.
  3. Click on any scheduled request to open it.
  4. You can edit the request by clicking the pencil icon next to the request.
  5. Remember to click Save once done. After this every participant will receive a notification.

As of now, that as for now only the scheduled time and date is editable. We plan to expand the edit feature to include title, content and attendees.

Who can edit?

  • The creator of the request and the person the request was scheduled on behalf of.
  • Scheduler admin and owner: edit any event.

Please keep in mind that any preferences such as limits, buffers, or working hours are not taken into account. This first version is just to allow you to make an edit to the event.

Canceling and Rescheduling

Canceling a request:

You can cancel a request by opening the request from the dashboard, scrolling all the way to the bottom and clicking "cancel".

An invitee can cancel the invite from the link they receive per email after and event was scheduled. Or decline the meeting in the initial scheduling request.

In both cases all participant are informed per email.

Rescheduling:

Conduct easy rescheduling as a host by opening the event from the dashboard and clicking "Cancel and Reschedule". The event will be canceled in order to remove it from everyone's calendars.

Invitees can reschedule if the option is set before sending the invite link.

See our in-depth guides on Canceling and Rescheduling for more details.

FAQ

Can I see the Host and Invitee name at a glance in the Dashboard?

Yes, you can hover over their initials and the full email and name will be displayed. "Scheduled as private" means the event has been scheduled using a separate invite.

Can other attendees cancel or reschedule an event?

No, only the Host and/or Invitee can perform these actions.

What are the Time and Created columns showing?

Time is the actual time the event is scheduled. The Created is the time the scheduling request was created. Both are displaying your current timezone.