Difference between revisions of "Calendar and Bookings"
(Created page with "*Where do I see all my bookings? *Where to edit bookings? *How to cancel booking *Booking in details /screen with explanations/ *Booking reports *Views of the calendar *Break...") |
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| − | + | <div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:750px;"> | |
| − | + | <span class="qa">[[Where do I see all my bookings?]]</span> | |
| − | + | <div class="mw-collapsible-content"> | |
| − | + | 1. '''In Calendar''' (tab in the left-side menu). | |
| − | + | 2. In '''Reports//Detailed reports'''. | |
| + | You can use filters to navigate through your booking and find bookings for specific time range, service, provider or client. | ||
| + | </div> | ||
| + | </div> | ||
| + | <br/> | ||
| + | <div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:750px;"> | ||
| + | <span class="qa">[[Where to edit bookings?]]</span> | ||
| + | <div class="mw-collapsible-content"> | ||
| + | 1. '''In Calendar''' (tab in the left-side menu). Click on the booking to open the details and then press "Edit" to change any information about the booking. To change the time of appointment, simply drag and drop booking to the available time you need. | ||
| + | 2. '''In Reports//Detailed reports'''. Click on the booking to open the details and then press "Edit" to change any information about the booking. | ||
| + | You can use filters to navigate through your booking and find bookings for specific time range, service, provider or client. | ||
| + | </div> | ||
| + | </div> | ||
| + | <br/> | ||
| + | <div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:750px;"> | ||
| + | <span class="qa">[[How to cancel booking]]</span> | ||
| + | <div class="mw-collapsible-content"> | ||
| + | ;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 and then press "Cancel booking" button. | ||
| + | ;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 [[Plugins#Cancellation_Policy| Cancellation Policy plugin]].'' | ||
| + | </div> | ||
| + | </div> | ||
| + | <br/> | ||
| + | <div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:750px;"> | ||
| + | <span class="qa">[[Booking in details]]</span> | ||
| + | <div class="mw-collapsible-content"> | ||
| + | ;screen with explanations </div> | ||
| + | </div> | ||
| + | <br/> | ||
| + | <div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:750px;"> | ||
| + | <span class="qa">[[Booking reports]]</span> | ||
| + | <div class="mw-collapsible-content"> | ||
| + | :Detailed report | ||
| + | You can find the list of all your bookings in Reports//Detailed reports. In this report you can: | ||
| + | :-Export bookings to excel (use filters to export bookings for particular date range or for particular provider) | ||
| + | :-send email/sms to your clients | ||
| + | :filter bookings by: | ||
| + | ::date of the booking | ||
| + | ::date when the booking was made | ||
| + | ::service | ||
| + | ::service provider | ||
| + | ::client | ||
| + | ::unique booking code | ||
| + | ::status (all bookings, cancelled bookings, non-cancelled bookings) | ||
| + | </div> | ||
| + | <br/> | ||
| + | |||
*Views of the calendar | *Views of the calendar | ||
*Break times | *Break times | ||
*Statistics | *Statistics | ||
Revision as of 10:57, 21 March 2016
Where do I see all my bookings?
1. In Calendar (tab in the left-side menu). 2. In Reports//Detailed reports. You can use filters to navigate through your booking and find bookings for specific time range, service, provider or client.
1. In Calendar (tab in the left-side menu). Click on the booking to open the details and then press "Edit" to change any information about the booking. To change the time of appointment, simply drag and drop booking to the available time you need. 2. In Reports//Detailed reports. Click on the booking to open the details and then press "Edit" to change any information about the booking. You can use filters to navigate through your booking and find bookings for specific time range, service, provider or client.
- 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 and then press "Cancel booking" button.
- 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 plugin.
- screen with explanations
- Detailed report
You can find the list of all your bookings in Reports//Detailed reports. In this report you can:
- -Export bookings to excel (use filters to export bookings for particular date range or for particular provider)
- -send email/sms to your clients
- filter bookings by:
- date of the booking
- date when the booking was made
- service
- service provider
- client
- unique booking code
- status (all bookings, cancelled bookings, non-cancelled bookings)
- Views of the calendar
- Break times
- Statistics
