Ensure Appointment Booking: Responding to Meeting Requests in My Schedule is configured.

To view meeting request status in the Engage app, select the Meetings tab. Pending meeting requests are labeled with Meeting Request Sent. If the CRM user accepts the meeting request, the Meeting Request row is updated with the text Meeting Request (Accepted) and a calendar icon. If the CRM user declines the meeting request, the Meeting Request Sent row no longer displays.

On the Home tab, notifications are updated with the meeting request status. When the CRM user accepts or declines the meeting request, the notification is updated with the meeting request status, and the date and time the meeting request was accepted or declined is stamped on the notification. If the notification was created or updated earlier in the same day, Today displays for the date and time.

In the Meeting Details for each meeting request, the meeting type and a meeting status icon display. Depending on the meeting type, the following additional information displays:

• In-person meeting type - If an office is selected as the meeting location for an in-person meeting, the office name displays. Select the office name to open the Office Details page.
• Phone meeting type - If a phone number is provided, the phone number displays
• Video meeting type - The sentence You will receive a meeting link from: displays, along with the CRM user’s name