Difference between revisions of "Calendar and Bookings"
| Line 37: | Line 37: | ||
<span class="qa">[[Booking reports]]</span> | <span class="qa">[[Booking reports]]</span> | ||
<div class="mw-collapsible-content"> | <div class="mw-collapsible-content"> | ||
| − | + | ;Detailed report | |
| − | You can find the list of all your bookings in Reports//Detailed | + | You can find the list of all your bookings in '''Reports//Detailed report'''. In this report you can: |
:-Export bookings to excel (use filters to export bookings for particular date range or for particular provider) | :-Export bookings to excel (use filters to export bookings for particular date range or for particular provider) | ||
:-send email/sms to your clients | :-send email/sms to your clients | ||
| − | :filter bookings by: | + | :-filter bookings by: |
::date of the booking | ::date of the booking | ||
::date when the booking was made | ::date when the booking was made | ||
| Line 49: | Line 49: | ||
::unique booking code | ::unique booking code | ||
::status (all bookings, cancelled bookings, non-cancelled bookings) | ::status (all bookings, cancelled bookings, non-cancelled bookings) | ||
| + | ;Client report | ||
| + | You can find the list of all your client and bookings made by them in '''Reports//Client report'''. 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 | ||
| + | ::service | ||
| + | ::service provider | ||
| + | ::client | ||
| + | You can also decide how to group your clients (to avoid duplicating clients) by email, by phone or by email and phone. | ||
</div> | </div> | ||
<br/> | <br/> | ||
Revision as of 11:01, 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 report. 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)
- Client report
You can find the list of all your client and bookings made by them in Reports//Client report. 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
- service
- service provider
- client
You can also decide how to group your clients (to avoid duplicating clients) by email, by phone or by email and phone.
- Views of the calendar
- Break times
- Statistics
