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Pause or resume opportunities

Your workload changes. Your opportunity settings can change with it. This walkthrough shows where to pause new Private Opportunities and how to return to Review First when you’re ready to review new matches.

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In this video

Your workload changes. Your opportunity settings can change with it. This walkthrough shows where to pause new Private Opportunities and how to return to Review First when you’re ready to review new matches.

What you’ll learn

  • Find Opportunity mode in your preferences.
  • Switch between Review First and Paused.
  • Check your availability and save your preferences.

Put it to work

After changing your mode, check Availability and choose Save preferences. Client appointment times are managed separately.

Update. Auto-Accept is now available. This recording shows an earlier interface where it was marked Coming soon. See Plan a weekly budget and use Auto-Accept for current setup guidance.

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