Difference between revisions of "Calendar and Bookings"

From SimplyBook.me
Line 39: Line 39:
 
;Detailed report
 
;Detailed report
 
You can find the list of all your bookings in '''Reports//Detailed report'''. In this report you can:
 
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
::service
+
::*service
::service provider
+
::*service provider
::client  
+
::*client  
::unique booking code
+
::*unique booking code
::status (all bookings, cancelled bookings, non-cancelled bookings)
+
::*status (all bookings, cancelled bookings, non-cancelled bookings)
 
;Client report
 
;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:
 
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)
+
:- 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
::service
+
::*service
::service provider
+
::*service provider
::client  
+
::*client  
 
You can also decide how to group your clients (to avoid duplicating clients) by email, by phone or by email and phone.  
 
You can also decide how to group your clients (to avoid duplicating clients) by email, by phone or by email and phone.  
 
</div>
 
</div>

Revision as of 11:02, 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.


Where to edit bookings?

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.


How to cancel booking

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.


Booking in details

screen with explanations


Booking reports

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