Managing Bookings
Learn how to create, edit, reschedule, and manage bookings effectively.
Creating Bookings
Click on an empty time slot
Or use the '+ New Booking' button in the calendar toolbar.
Select or create a customer
Search for an existing customer or create a new one on the spot.
Choose the service
Select from your list of services. Duration and price will auto-populate.
Assign team member (optional)
If you have multiple team members, assign who will handle the appointment.
Add notes (optional)
Include any special instructions or customer requests.
Confirm the booking
The customer will receive a confirmation via their preferred channel.
Editing Bookings
Reschedule
Drag and drop the booking to a new time slot, or open the booking details and select a new date/time. The customer will be notified.
Change service
Open the booking details and select a different service. Duration will adjust automatically.
Update notes
Add or edit notes at any time. Notes are visible to your team but not shared with the customer.
Reassign team member
Change who is assigned to handle the booking if needed.
Canceling Bookings
To cancel a booking, click on it to open the details panel and select "Cancel Booking".
Cancellation options
- • Notify customer: Send an automatic cancellation message
- • Add reason: Record why the booking was canceled
- • Offer reschedule: Suggest alternative times
Booking Statuses
Pro Tips
- • Use keyboard shortcuts: N for new booking
- • Filter by team member to see individual schedules
- • Enable "Show completed" to see past appointments in the calendar
- • Set up recurring bookings for regular customers