Difference between revisions of "How to manage bookings"
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=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: | + | [[File:Calendar manage2.png | center ]]<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: | + | [[File:Detailed report.png | center ]]<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 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:Edit booking2.png | center ]]<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 the 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:Edit booking.reports.png | center ]] |
=How to cancel bookings= | =How to cancel bookings= | ||
Revision as of 16:40, 3 January 2017
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 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 the 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.
How to cancel bookings
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.
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.
