Manage Requests

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.

1. Search and filter bar.
2. Export. (max 100 requests ? )
3. Request and their status.

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

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:

1. Title of the request.
2. Who created the request and at what time.
3. The timezone in which you are viewing the event(s) of the request.
4. Invitee of the request.
5. Date and time of the event(s).
6. Host of the event.
7. Attendees of the event.
8. Duration and conferencing.
9. Event description (also for separate invites).

This is also where you can cancel and reschedule 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 the calendar invite(s) will be updated.

Editing the host

You can edit the host for 'scheduled' requests and requests that are still in 'pending'.

When you update the host of a scheduled event, we will disregard any preferences (e.g. minimum notice, working hours, limits) of the new host and push the change to the calendar invite. You can swap from a host selected by a selection rule to a any other specific host. Or from one specific host to another specific host.

The new host will receive a notification email about the event. The old host will have the event removed from their calendar.

If the person making the change is different than the person originally creating the event - we will inform the original creator of the event that a change has been made.

When you update the host of a pending request, we will take the availability shared in the original request and apply this to the new host. Such as working hours, custom hours, or specific slots.

You can still edit the host to another specific host or selection rule before the event is scheduled.

❗ Please note that the title of a separate invite for an invitee cannot be updated yet. So if the old host name is in the title, it is better to cancel and create a new request with the new host.

It is not possible to edit the host while a request is in 'pending rescheduling' status.

Editing the title, event description, date/time

You can edit any of these field on the page and save them directly on the page. The changes will be pushed to the calendar events.

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.

Any preferences such as limits, buffers, or working hours are not taken into account when editing the date and/or time.

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.

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.

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.