What Happens When a Member Accepts Your Proposal
What You’ll See
1. The status of the request changes to "Accepted"
On the Member Dashboard page, you'll see that your proposal has been accepted.
From the Member Dashboard, click on View Proposal to access Your Peer Support Proposals page.
You can also access your proposal from the Peer Support Requests page. Click on the original request from the member to bring up its details. Your submitted proposal will show "Accepted."
2. A chat thread opens between you and the member
Click on View Proposal to bring up the details of your proposal. The layout of the page has changed and now includes a space to chat with your client. You'll use this space to coordinate the meeting.
Your Next Steps
1. Connect via Chat
- Greet the member
- Confirm what they’re hoping to focus on
- Offer a few meeting times
- Answer any quick questions
2. Agree on a date and time
3. Schedule the Meeting
The meeting creation form is displayed. The duration and price of the meeting will be pulled from your proposal. Just fill out the meeting's Start Time. Click Submit to save your meeting.
Once scheduled, you'll see the meeting on the My Meetings page. The registration count will remain zero until your client registers and pays for the meeting.
Your meeting will not be listed on the public meeting calendar. This prevents someone else from registering for your private meeting with your client.
Continue to the next article to learn about how a member registers for the meeting.