How to manage bookings: Difference between revisions

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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/>

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=How to book from admin calendar=

[[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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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>

[[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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=How to edit bookings=

[[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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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/>

[[File:Edit booking from report redesigned.png|1200px| center|link=https://help.simplybook.me/images/b/b0/Edit_booking_from_report_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>

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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.

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=How to cancel bookings=

[[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 ]]

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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>

[[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]]

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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.

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