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What this page is for

The Bookings page is where you manage scheduled customer bookings. Use it to monitor booking status, review booking details, and handle operational follow-up.

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What you’ll see

  • Booking list
    A table of booking records with key details such as customer, date/time, and status.
    • View: Open full booking details.
    • Edit: Update booking information when needed.
    • Status updates: Mark bookings through your workflow.
  • Search and filters
    Narrow bookings by status, customer, or date range.
For most teams, the usual flow is:
  1. Review upcoming bookings.
  2. Confirm details and update status as work progresses.
  3. Close completed bookings and follow up where needed.

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Day-to-day usage

  • Check upcoming bookings at the start of each day.
  • Keep statuses current so the team has a reliable operational view.
  • Use booking history when handling customer questions or disputes.

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Booking fields

  • Customer: Select an existing customer or use Create new customer to add one from the booking form. The new customer form requires a name, email, address, country, county or state, city, and postal code.
  • Service: The service being booked.
  • Price: The amount associated with the booking.
  • Start date and time: When the booking begins.
  • End date and time: When the booking ends.
  • Customer notes: Notes supplied by the customer.
  • Booking notes: Internal notes for staff.
The start and end times are required. Check the timezone and the end time before saving, especially when the booking was created from the calendar.