Difference between revisions of "How to manage bookings"
| Line 3: | Line 3: | ||
=Where to find all my bookings= | =Where to find all my bookings= | ||
1. '''In Calendar''' (tab in the left-side menu).<br/> | 1. '''In Calendar''' (tab in the left-side menu).<br/> | ||
| − | [[File:Calendar | + | [[File:Calendar page v3.png | center ]] |
| − | + | <br/><br/> | |
2. In '''Reports//Detailed reports'''. | 2. In '''Reports//Detailed reports'''. | ||
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.png | center ]]<br/> | + | [[File:Detailed report v3.png | center ]]<br/> |
<br><br> | <br><br> | ||
=How to edit bookings= | =How to edit bookings= | ||
| − | 1. '''In Calendar''' (tab in the left-side menu). Click the booking to open details and then press "Edit" 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 Comment to Booking or view other bookings of this client by pressing "Client Report"<br/> | + | 1. '''In Calendar''' (tab in the left-side menu). Click on the booking to open details and then press "Edit" 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 Comment to Booking or view other bookings of this client by pressing "Client Report"<br/> |
| − | [[File: | + | [[File:How to edit booking v3.png | center ]] |
| − | + | <br/><br/> | |
| − | 2. '''In Reports//Detailed reports'''. Click the booking to open details and then press "Edit" to change any information about the booking. | + | 2. '''In Reports//Detailed reports'''. Click on "View" button for the necessary booking to open details and then press "Edit" 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: | + | [[File:Detailed report edit booking.png | center ]] |
<br><br> | <br><br> | ||
'''Please note!''' It is not possible to edit booking that was already cancelled. | '''Please note!''' It is not possible to edit booking that was already cancelled. | ||
| Line 22: | Line 22: | ||
=How to cancel bookings= | =How to cancel bookings= | ||
1. For admin or user | 1. For admin or user | ||
| − | In '''Calendar''' (tab in the left-side menu) or in in '''Reports // Detailed reports'''. Click the booking to open the details and then press "Cancel booking" button. <br/> | + | In '''Calendar''' (tab in the left-side menu) or in in '''Reports // Detailed reports'''. Click on the booking to open the details or use "View" option if in Reports and then press "Cancel booking" button. <br/> |
| − | [[File: | + | [[File:Cancel booking v3.png | center ]] |
| − | + | <br/><br/> | |
2. For client | 2. For client | ||
To cancel their bookings, clients can click "cancel link" in their confirmation emails. | To cancel their bookings, clients can click "cancel link" in their confirmation emails. | ||
| − | [[File:CancelBookingLink750.png | center ]]<br/> | + | [[File:CancelBookingLink750.png | center ]] |
| − | + | <br/><br/> | |
''If you want to prohibit clients from cancelling, you may need [[Custom_Features#Cancellation_Policy| Cancellation Policy Custom Feature]].'' | ''If you want to prohibit clients from cancelling, you may need [[Custom_Features#Cancellation_Policy| Cancellation Policy Custom Feature]].'' | ||
<br><br> | <br><br> | ||
Revision as of 08:54, 20 March 2019
Where to find all my bookings
1. In Calendar (tab in the left-side menu).
2. In Reports//Detailed reports.
You can use filters to easily find your bookings for specific service, provider, client or date range.
How to edit bookings
1. In Calendar (tab in the left-side menu). Click on the booking to open details and then press "Edit" 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 Comment to Booking or view other bookings of this client by pressing "Client Report"
2. In Reports//Detailed reports. Click on "View" button for the necessary booking to open details and then press "Edit" to change any information about the booking.
You can use filters to easily find your bookings for specific service, provider, client or date range.
Please note! It is not possible to edit booking that was already cancelled.
How to cancel bookings
1. For admin or user
In Calendar (tab in the left-side menu) or in in Reports // Detailed reports. Click on the booking to open the details or use "View" option if in Reports and then press "Cancel booking" button.
2. For client
To cancel their bookings, clients can click "cancel link" in their confirmation emails.
If you want to prohibit clients from cancelling, you may need Cancellation Policy Custom Feature.
