Revision as of 11:01, 21 March 2016 by Admin (talk | contribs)

Calendar and Bookings

From SimplyBook.me

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