How to manage bookings

Where to find all my bookings

1. In Calendar (tab in the left-side menu).
(you can choose the view convenient for you)

2. In Reports//Booking details. You can use filters to easily find your bookings for specific service, provider, client or date range.

How to add a booking from admin calendar

1. In Calendar (tab in the left-side menu) select the desirable view, the date you need to add the booking to (you may also use the filters at the top for convenience) and either simply click on free space or select the necessary time period by dragging.

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 time. It is possible to book for a time period that is different from service duration and is multiple of the selected timeframe.
(It may be required to fill in more fields in the pop-up form in case you use additional Custom Features)

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//Booking details. 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 // Booking details. 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.