1:1 Sessions
Approve each booking yourself
Choose whether new bookings wait for your approval or are confirmed the moment someone books.
Every session type has an Automatic Booking Confirmation switch.
| Switch | What happens when someone books |
|---|---|
| Off (the default for new session types) | The booking is Pending. Payment is taken, but the session isn't confirmed until you click Confirm. |
| On | The booking is Confirmed straight away and the client gets their details. |
When to use this
- Keep approval on when you want to vet who you work with, check the request against your other commitments, or follow up on intake answers first.
- Turn it on for free calls and routine sessions where speed matters more than screening.
Change the setting
Open the session type
Go to Offerings → 1:1 Sessions and open the session.
Flip the switch
In the Session details card, switch Automatic Booking Confirmation ("Automatically confirm new booking requests for this session") on or off. It saves immediately.
Approve a pending booking
Find bookings that need you
Click View All Bookings on the Sessions page. Pending bookings are at the top under Needs action. You can also filter by Pending.
Open the booking
It says Action Required: "This booking is pending your confirmation. Please confirm or cancel this booking." Check the time, the client, and any form answers.
Confirm
Click Confirm, review the summary, and click Confirm Booking. The client is notified, and for online sessions a meeting link is created from the host's connected account.
To decline, click Cancel instead.
A pending booking has usually already been paid. Declining it with Cancel does not refund the client. Open the cancelled booking and click Issue Refund. See Handle reschedules, cancellations and refunds.
Tips
- Check daily. Pending bookings hold the time slot but leave your client waiting. Soul lets them know their request arrived, but respond quickly.
- Say it on the page. If you approve each booking, mention it in the description so clients know to expect a short wait.
- No meeting link after confirming? You'll see a reminder in the confirm dialog. Add one with Add Meeting URL Manually on the booking.
What your members see
With approval on, after paying they land on their booking page, which shows Awaiting confirmation and "Your booking is below. You'll hear as soon as the practitioner confirms it." The booking also waits under For you in their Activity, marked Awaiting confirmation. Soul also sends them a Booking request received email right away: it says you received their request, that their payment was received (for a paid session), and that they'll get a confirmation email once you confirm, with a View booking button. Members who chose text messages get a short text instead. Once you confirm, the booking page shows Confirmed with the meeting details, and the session moves onto their Activity calendar. With approval off, the booking page shows Confirmed right away, with "You're all set. Your booking is below, and the confirmation is on its way to your email."