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Customer Approval Flow

When your service provider has set up a recurring Service Agreement that requires your approval, you'll receive an email each time they propose a visit. This page explains what that email looks like, what your options are, and what happens in each scenario.

What does the approval email look like?​

The email comes from your service provider and includes:

  • The proposed visit date and time
  • The service(s) to be performed
  • A deadline to respond
  • Two action buttons: Confirm Appointment and Request a Different Time

How do I confirm the proposed time?​

Click Confirm Appointment. The visit is immediately confirmed and you'll receive a confirmation email with the full details. No account or login required.

What if the proposed time doesn't work for me?​

Click Request a Different Time. This takes you to a page showing all of your provider's available slots — not just their preferred schedule, but all open times — so you have full flexibility to find something that works.

Select a slot, confirm, and the visit is booked immediately. You'll receive a confirmation email.

Can I skip this visit entirely?​

Yes. On the time-selection page, there is a None of these work — skip this visit option at the bottom. You can leave an optional reason for your provider.

Skipping a single visit does not cancel your recurring agreement. Your provider's system will send you a new proposal at the next interval.

What happens if I don't respond before the deadline?​

The outcome depends on how your provider has configured the agreement:

  • Auto-Confirm — the visit is confirmed automatically if you don't respond. You'll receive a confirmation email. This is typical for services where you don't need to be home, like lawn care or pool cleaning.
  • Release to Queue — the hold on the slot is released and your provider is notified. Your agreement stays active and you'll receive a new proposal at the next interval.

The link is only valid until the response deadline. If you click after the deadline has passed, you'll see a message that the link has expired.

Contact your service provider directly to reschedule if needed. Your recurring agreement is still active.

Do I need an account to respond to an approval email?​

No. The links in the email contain a secure identifier tied to your specific appointment proposal. You can confirm, choose a different time, or skip — all without logging in or creating an account.

What if I want to change my preferred days or times permanently?​

Your preferences are stored on the Service Agreement by your provider and used by the scheduling system every time it proposes a visit. Contact your provider to update them.