How to manage bookings - Revision history

Admin at 18:14, 30 January 2026

2026-01-30T18:14:47Z

← Older revision		Revision as of 18:14, 30 January 2026
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	{{#seo:		{{#seo:
	\|title=How to manage bookings - SimplyBook.me		\|title=How to manage bookings - SimplyBook.me
	\|description=~~Learn how to manage~~ bookings ~~effectively with SimplyBook~~.me. ~~Use our tools to keep everything organized~~. ~~Start here!~~		\|description=Add, edit, cancel bookings from Calendar or Reports. Drag-and-drop to reschedule. View client history, add comments, generate invoices from admin.
	\|titlemode=append		\|titlemode=append
	\|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, custom booking page link, domain name, custom domain name, custom url		\|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, custom booking page link, domain name, custom domain name, custom url

Admin at 14:01, 12 August 2025

2025-08-12T14:01:22Z

← Older revision		Revision as of 14:01, 12 August 2025
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	<!--T:5-->		<!--T:5-->
	2. Fill in the pop-up form that appears: select or add the client, choose provider and service/class, set the start and end date and times. It is possible to book for a time period that is different from service duration and is multiple of the selected timeframe.<br>		2. Fill in the pop-up form that appears: select or add the client, choose provider and service/class, set the start and end date and times. It is possible to book for a time period that is different from service duration and is multiple of the selected timeframe.<br>
	(It may be required to fill in more fields in the pop-up form in case you use additional <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features\|Custom Features]].</span><br>		(It may be required to fill in more fields in the pop-up form in case you use additional <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Custom_Features\|Custom Features]].</span><br>
	For example, if you are using <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Accept_payments_custom_feature\|Accept Payments]]</span> and wish the invoice to be generated when the booking is added from the admin side you need to check the box <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Receive payment</span> and select the desired payment method before saving the reservation.<br>		For example, if you are using <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Accept_payments_custom_feature\|Accept Payments]]</span> and wish the invoice to be generated when the booking is added from the admin side you need to check the box <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Receive payment</span> and select the desired payment method before saving the reservation.<br>
	<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' This option can be selected during new booking creation only. If the booking was created without invoice generation but you need the invoice to be attached you can cancel such booking and create a new one with the use of <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Receive payment</span> option selected)</span>		<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' This option can be selected during new booking creation only. If the booking was created without invoice generation but you need the invoice to be attached you can cancel such booking and create a new one with the use of <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Receive payment</span> option selected)</span>
	[[File:New booking form redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/9/9b/New_booking_form_redesigned.png]]		[[File:New booking form redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/9/9b/New_booking_form_redesigned.png]]
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	<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' It is not possible to edit booking that was already cancelled.</span>		<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' It is not possible to edit booking that was already cancelled.</span>
	<br><br>		<br><br>
	If you need to allow your clients to change the appointment date and/or time themselves please use <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client_Rescheduling_custom_feature\|Client Rescheduling]]</span> custom feature.		If you need to allow your clients to change the appointment date and/or time themselves please use <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Client_Rescheduling_custom_feature\|Client Rescheduling]]</span> custom feature.
	<br><br>		<br><br>
	</translate>		</translate>
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	<br/><br/>		<br/><br/>
	Or use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Cancel</span> button on the booking website, <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">My bookings</span> tab.<br>		Or use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Cancel</span> button on the booking website, <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">My bookings</span> tab.<br>
	(If you want to prohibit clients from cancelling the appointments, you may need <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">[[~~Custom_Features#Cancellation_Policy~~\| Cancellation Policy Custom Feature]]</span>.</span>)		(If you want to prohibit clients from cancelling the appointments, you may need <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">[[Special:MyLanguage/Cancellation_Policy_custom_feature\| Cancellation Policy Custom Feature]]</span>.</span>)
	<br><br>		<br><br>
	<br><br>		<br><br>
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Admin: Marked this version for translation

2025-05-16T09:47:59Z

Marked this version for translation

← Older revision		Revision as of 09:47, 16 May 2025
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	<languages/>		<languages/>
	<translate>		<translate>
			<!--T:1-->
	{{#seo:		{{#seo:
	\|title=How to manage bookings - SimplyBook.me		\|title=How to manage bookings - SimplyBook.me
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			<!--T:2-->
	__FORCETOC__		__FORCETOC__
	<br><br>		<br><br>
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	=How to book from admin calendar=		=How to book from admin calendar= <!--T:3-->

			<!--T:4-->
	1. In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar</span> (item in the left-side menu) select the desirable view, the date you need to add the booking to (you may also use the filters at the top for convenience) and either simply click on free space or select the necessary time period by dragging.		1. In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar</span> (item in the left-side menu) select the desirable view, the date you need to add the booking to (you may also use the filters at the top for convenience) and either simply click on free space or select the necessary time period by dragging.
	[[File:Booking from admin calendar steps redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/7/70/Booking_from_admin_calendar_steps_redesigned.png]]		[[File:Booking from admin calendar steps redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/7/70/Booking_from_admin_calendar_steps_redesigned.png]]
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	<translate>		<translate>
			<!--T:5-->
	2. Fill in the pop-up form that appears: select or add the client, choose provider and service/class, set the start and end date and times. It is possible to book for a time period that is different from service duration and is multiple of the selected timeframe.<br>		2. Fill in the pop-up form that appears: select or add the client, choose provider and service/class, set the start and end date and times. It is possible to book for a time period that is different from service duration and is multiple of the selected timeframe.<br>
	(It may be required to fill in more fields in the pop-up form in case you use additional <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features\|Custom Features]].</span><br>		(It may be required to fill in more fields in the pop-up form in case you use additional <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features\|Custom Features]].</span><br>
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	<translate>		<translate>

	=How to edit bookings=		=How to edit bookings= <!--T:6-->

			<!--T:7-->
	1. In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar</span> (item in the left-side menu) click on the booking to open details and then press <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Edit</span> to change any information about the booking. To change the time of the appointment, simply drag and drop booking to the available time you need. You can easily add <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Comment</span> to the appointment or view other bookings of this client by pressing <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clients</span> button<br/>		1. In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar</span> (item in the left-side menu) click on the booking to open details and then press <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Edit</span> to change any information about the booking. To change the time of the appointment, simply drag and drop booking to the available time you need. You can easily add <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Comment</span> to the appointment or view other bookings of this client by pressing <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clients</span> button<br/>
	[[File:Edit booking path redesigned.png\|1200px \| center\|link=https://help.simplybook.me/images/7/7b/Edit_booking_path_redesigned.png ]]		[[File:Edit booking path redesigned.png\|1200px \| center\|link=https://help.simplybook.me/images/7/7b/Edit_booking_path_redesigned.png ]]
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	<translate>		<translate>
			<!--T:8-->
	2. In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Booking details.</span> Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">View</span> button for the necessary booking to open details and then press <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Edit</span> to change any information about the booking.		2. In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Booking details.</span> Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">View</span> button for the necessary booking to open details and then press <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Edit</span> to change any information about the booking.
	You can use filters to easily find your bookings for specific service, provider, client or date range.<br/>		You can use filters to easily find your bookings for specific service, provider, client or date range.<br/>
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	<translate>		<translate>
			<!--T:9-->
	<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' It is not possible to edit booking that was already cancelled.</span>		<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' It is not possible to edit booking that was already cancelled.</span>
	<br><br>		<br><br>
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	<translate>		<translate>

	=How to cancel bookings=		=How to cancel bookings= <!--T:10-->

			<!--T:11-->
	1. For admin or user		1. For admin or user
	In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar</span> (left-side menu) or in in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Booking details.</span> Click on the booking to open the details or use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">View</span> option if in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> and then press <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Cancel booking</span> button. <br/>		In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar</span> (left-side menu) or in in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Booking details.</span> Click on the booking to open the details or use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">View</span> option if in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> and then press <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Cancel booking</span> button. <br/>
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	<translate>		<translate>
			<!--T:12-->
	In case you need to cancel many bookings at once you can do that in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Booking details.</span><br>		In case you need to cancel many bookings at once you can do that in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Booking details.</span><br>
	You can use the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">filter</span> if necessary, <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">check the boxes</span> with the bookings to cancel and click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Cancel selected</span> button at the top.<br>		You can use the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">filter</span> if necessary, <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">check the boxes</span> with the bookings to cancel and click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Cancel selected</span> button at the top.<br>
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	<translate>		<translate>
			<!--T:13-->
	2. For client		2. For client
	To cancel their bookings, clients can click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">cancel link</span> in their confirmation emails.		To cancel their bookings, clients can click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">cancel link</span> in their confirmation emails.

Admin at 09:47, 16 May 2025

2025-05-16T09:47:54Z

← Older revision		Revision as of 09:47, 16 May 2025
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	__FORCETOC__		__FORCETOC__
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	[[File:Booking details report overview redesigned.png\|1200px \| center\|link=https://help.simplybook.me/images/5/5c/Booking_details_report_overview_redesigned.png ]]<br/>		[[File:Booking details report overview redesigned.png\|1200px \| center\|link=https://help.simplybook.me/images/5/5c/Booking_details_report_overview_redesigned.png ]]<br/>
	<br><br>		<br><br>
			</translate>
			<translate>

	=How to book from admin calendar=		=How to book from admin calendar=
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	[[File:Booking from admin calendar steps redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/7/70/Booking_from_admin_calendar_steps_redesigned.png]]		[[File:Booking from admin calendar steps redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/7/70/Booking_from_admin_calendar_steps_redesigned.png]]
	<br><br>		<br><br>
			</translate>
			<translate>
	2. Fill in the pop-up form that appears: select or add the client, choose provider and service/class, set the start and end date and times. It is possible to book for a time period that is different from service duration and is multiple of the selected timeframe.<br>		2. Fill in the pop-up form that appears: select or add the client, choose provider and service/class, set the start and end date and times. It is possible to book for a time period that is different from service duration and is multiple of the selected timeframe.<br>
	(It may be required to fill in more fields in the pop-up form in case you use additional <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features\|Custom Features]].</span><br>		(It may be required to fill in more fields in the pop-up form in case you use additional <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features\|Custom Features]].</span><br>
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	[[File:New booking form redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/9/9b/New_booking_form_redesigned.png]]		[[File:New booking form redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/9/9b/New_booking_form_redesigned.png]]
	<br><br>		<br><br>
			</translate>
			<translate>

	=How to edit bookings=		=How to edit bookings=
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	[[File:Edit booking path redesigned.png\|1200px \| center\|link=https://help.simplybook.me/images/7/7b/Edit_booking_path_redesigned.png ]]		[[File:Edit booking path redesigned.png\|1200px \| center\|link=https://help.simplybook.me/images/7/7b/Edit_booking_path_redesigned.png ]]
	<br/><br/>		<br/><br/>
			</translate>
			<translate>
	2. In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Booking details.</span> Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">View</span> button for the necessary booking to open details and then press <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Edit</span> to change any information about the booking.		2. In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Booking details.</span> Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">View</span> button for the necessary booking to open details and then press <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Edit</span> to change any information about the booking.
	You can use filters to easily find your bookings for specific service, provider, client or date range.<br/>		You can use filters to easily find your bookings for specific service, provider, client or date range.<br/>
	[[File:Edit booking from report redesigned.png\|1200px\| center\|link=https://help.simplybook.me/images/b/b0/Edit_booking_from_report_redesigned.png]]		[[File:Edit booking from report redesigned.png\|1200px\| center\|link=https://help.simplybook.me/images/b/b0/Edit_booking_from_report_redesigned.png]]
	<br><br>		<br><br>
			</translate>
			<translate>
	<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' It is not possible to edit booking that was already cancelled.</span>		<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' It is not possible to edit booking that was already cancelled.</span>
	<br><br>		<br><br>
	If you need to allow your clients to change the appointment date and/or time themselves please use <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client_Rescheduling_custom_feature\|Client Rescheduling]]</span> custom feature.		If you need to allow your clients to change the appointment date and/or time themselves please use <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client_Rescheduling_custom_feature\|Client Rescheduling]]</span> custom feature.
	<br><br>		<br><br>
			</translate>
			<translate>

	=How to cancel bookings=		=How to cancel bookings=
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	[[File:Cancel booking in the booking info form.png\|800px\| center\|link=https://help.simplybook.me/images/9/95/Cancel_booking_in_the_booking_info_form.png ]]		[[File:Cancel booking in the booking info form.png\|800px\| center\|link=https://help.simplybook.me/images/9/95/Cancel_booking_in_the_booking_info_form.png ]]
	<br/><br/>		<br/><br/>
			</translate>
			<translate>
	In case you need to cancel many bookings at once you can do that in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Booking details.</span><br>		In case you need to cancel many bookings at once you can do that in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Booking details.</span><br>
	You can use the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">filter</span> if necessary, <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">check the boxes</span> with the bookings to cancel and click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Cancel selected</span> button at the top.<br>		You can use the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">filter</span> if necessary, <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">check the boxes</span> with the bookings to cancel and click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Cancel selected</span> button at the top.<br>
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	[[File:Cancel several bookings from report redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/a/ac/Cancel_several_bookings_from_report_redesigned.png]]		[[File:Cancel several bookings from report redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/a/ac/Cancel_several_bookings_from_report_redesigned.png]]
	<br/><br/>		<br/><br/>
			</translate>
			<translate>
	2. For client		2. For client
	To cancel their bookings, clients can click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">cancel link</span> in their confirmation emails.		To cancel their bookings, clients can click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">cancel link</span> in their confirmation emails.
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	<br><br>		<br><br>
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Admin at 10:42, 12 December 2024

2024-12-12T10:42:13Z

← Older revision		Revision as of 10:42, 12 December 2024
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			{{#seo:
			\|title=How to manage bookings - SimplyBook.me
			\|description=Learn how to manage bookings effectively with SimplyBook.me. Use our tools to keep everything organized. Start here!
			\|titlemode=append
			\|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, custom booking page link, domain name, custom domain name, custom url
			}}
			</translate>

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Admin: /* How to cancel bookings */

2024-09-13T08:47:00Z

How to cancel bookings

← Older revision		Revision as of 08:47, 13 September 2024
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	1. For admin or user		1. For admin or user
	In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar</span> (left-side menu) or in in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Booking details.</span> Click on the booking to open the details or use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">View</span> option if in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> and then press <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Cancel booking</span> button. <br/>		In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar</span> (left-side menu) or in in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Booking details.</span> Click on the booking to open the details or use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">View</span> option if in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> and then press <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Cancel booking</span> button. <br/>
	[[File:Cancel booking v3.png \| center ]]		[[File:Cancel booking in the booking info form.png\|800px\| center\|link=https://help.simplybook.me/images/9/95/Cancel_booking_in_the_booking_info_form.png ]]
	<br/><br/>		<br/><br/>
	In case you need to cancel many bookings at once you can do that in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Booking details.</span><br>		In case you need to cancel many bookings at once you can do that in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Booking details.</span><br>
	You can use the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">filter</span> if necessary, <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">check the boxes</span> with the bookings to cancel and click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Cancel selected</span> button at the top.<br>		You can use the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">filter</span> if necessary, <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">check the boxes</span> with the bookings to cancel and click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Cancel selected</span> button at the top.<br>
	<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' It is possible to cancel the appointments from one report page at a time.</span>		<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' It is possible to cancel the appointments from one report page at a time.</span>
	[[File:~~Mass cancellation detailed~~ report.png\|1200px\|border\|center]]		[[File:Cancel several bookings from report redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/a/ac/Cancel_several_bookings_from_report_redesigned.png]]
	<br/><br/>		<br/><br/>
	2. For client		2. For client

Admin: /* How to edit bookings */

2024-09-13T08:45:11Z

How to edit bookings

← Older revision		Revision as of 08:45, 13 September 2024
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	1. In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar</span> (item in the left-side menu) click on the booking to open details and then press <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Edit</span> to change any information about the booking. To change the time of the appointment, simply drag and drop booking to the available time you need. You can easily add <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Comment</span> to the appointment or view other bookings of this client by pressing <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clients</span> button<br/>		1. In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar</span> (item in the left-side menu) click on the booking to open details and then press <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Edit</span> to change any information about the booking. To change the time of the appointment, simply drag and drop booking to the available time you need. You can easily add <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Comment</span> to the appointment or view other bookings of this client by pressing <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clients</span> button<br/>
	[[File:~~How to edit~~ booking v3.png \| center ]]		[[File:Edit booking path redesigned.png\|1200px \| center\|link=https://help.simplybook.me/images/7/7b/Edit_booking_path_redesigned.png ]]
	<br/><br/>		<br/><br/>
	2. In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Booking details.</span> Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">View</span> button for the necessary booking to open details and then press <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Edit</span> to change any information about the booking.		2. In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Booking details.</span> Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">View</span> button for the necessary booking to open details and then press <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Edit</span> to change any information about the booking.
	You can use filters to easily find your bookings for specific service, provider, client or date range.<br/>		You can use filters to easily find your bookings for specific service, provider, client or date range.<br/>
	[[File:~~Detailed~~ report ~~edit booking~~.png \| center ]]		[[File:Edit booking from report redesigned.png\|1200px\| center\|link=https://help.simplybook.me/images/b/b0/Edit_booking_from_report_redesigned.png]]
	<br><br>		<br><br>
	<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' It is not possible to edit booking that was already cancelled.</span>		<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' It is not possible to edit booking that was already cancelled.</span>

Admin: /* How to book from admin calendar */

2024-09-13T08:43:11Z

How to book from admin calendar

← Older revision		Revision as of 08:43, 13 September 2024
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	1. In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar</span> (item in the left-side menu) select the desirable view, the date you need to add the booking to (you may also use the filters at the top for convenience) and either simply click on free space or select the necessary time period by dragging.		1. In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar</span> (item in the left-side menu) select the desirable view, the date you need to add the booking to (you may also use the filters at the top for convenience) and either simply click on free space or select the necessary time period by dragging.
	[[File:~~Add booking~~ from admin ~~step 1~~.png\|border\|center]]		[[File:Booking from admin calendar steps redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/7/70/Booking_from_admin_calendar_steps_redesigned.png]]
	<br><br>		<br><br>
	2. Fill in the pop-up form that appears: select or add the client, choose provider and service/class, set the start and end date and times. It is possible to book for a time period that is different from service duration and is multiple of the selected timeframe.<br>		2. Fill in the pop-up form that appears: select or add the client, choose provider and service/class, set the start and end date and times. It is possible to book for a time period that is different from service duration and is multiple of the selected timeframe.<br>
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	For example, if you are using <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Accept_payments_custom_feature\|Accept Payments]]</span> and wish the invoice to be generated when the booking is added from the admin side you need to check the box <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Receive payment</span> and select the desired payment method before saving the reservation.<br>		For example, if you are using <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Accept_payments_custom_feature\|Accept Payments]]</span> and wish the invoice to be generated when the booking is added from the admin side you need to check the box <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Receive payment</span> and select the desired payment method before saving the reservation.<br>
	<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' This option can be selected during new booking creation only. If the booking was created without invoice generation but you need the invoice to be attached you can cancel such booking and create a new one with the use of <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Receive payment</span> option selected)</span>		<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' This option can be selected during new booking creation only. If the booking was created without invoice generation but you need the invoice to be attached you can cancel such booking and create a new one with the use of <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Receive payment</span> option selected)</span>
	[[File:~~Add~~ booking ~~from admin step 2~~.png\|border\|center]]		[[File:New booking form redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/9/9b/New_booking_form_redesigned.png]]
	<br><br>		<br><br>

Admin: /* Where to find all my bookings */

2024-09-13T08:41:22Z

Where to find all my bookings

← Older revision		Revision as of 08:41, 13 September 2024
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	1. In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar</span> (item in the left-side menu).<br/>		1. In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar</span> (item in the left-side menu).<br/>
	(you can choose the view convenient for you)		(you can choose the view convenient for you)
	[[File:Calendar ~~page v3~~.png \| center ]]		[[File:Calendar overview redesigned.png\|1200px \| center\|link=https://help.simplybook.me/images/c/cf/Calendar_overview_redesigned.png]]
	<br/><br/>		<br/><br/>
	2. In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Booking details.</span>		2. In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Booking details.</span>
	You can use filters to easily find your bookings for specific service, provider, client or date range. <br/>		You can use filters to easily find your bookings for specific service, provider, client or date range. <br/>
	[[File:~~Detailed~~ report v3.png \| center ]]<br/>		[[File:Booking details report overview redesigned.png\|1200px \| center\|link=https://help.simplybook.me/images/5/5c/Booking_details_report_overview_redesigned.png ]]<br/>
	<br><br>		<br><br>

Admin: /* How to add a booking from admin calendar */

2023-11-15T11:36:11Z

How to add a booking from admin calendar

← Older revision		Revision as of 11:36, 15 November 2023
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	<br><br>		<br><br>

	=How to ~~add a booking~~ from admin calendar=		=How to book from admin calendar=

	1. In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar</span> (item in the left-side menu) select the desirable view, the date you need to add the booking to (you may also use the filters at the top for convenience) and either simply click on free space or select the necessary time period by dragging.		1. In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar</span> (item in the left-side menu) select the desirable view, the date you need to add the booking to (you may also use the filters at the top for convenience) and either simply click on free space or select the necessary time period by dragging.
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	[[File:Add booking from admin step 2.png\|border\|center]]		[[File:Add booking from admin step 2.png\|border\|center]]
	<br><br>		<br><br>

	=How to edit bookings=		=How to edit bookings=