Difference between revisions of "How to manage bookings"

From SimplyBook.me
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You can use filters to easily find your bookings for specific service, provider, client or date range. <br/>
 
You can use filters to easily find your bookings for specific service, provider, client or date range. <br/>
 
[[File:Detailed report v3.png | center ]]<br/>
 
[[File:Detailed report v3.png | center ]]<br/>
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=How to add a booking from admin calendar=
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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.
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[[File:Add booking from admin step 1.png|border|center]]
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<br><br>
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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 time. It is possible to book for a time period that is different from service duration and is multiple of the selected timeframe.<br>
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(It may be required to fill in more fields in the pop-up form in case you use additional [[Custom_Features|Custom Features]])
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[[File:Add booking from admin step 2.png|border|center]]
 
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=How to edit bookings=
 
=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"<br/>
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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"<br/>
 
[[File:How to edit booking v3.png | center ]]
 
[[File:How to edit booking v3.png | center ]]
 
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Revision as of 07:09, 5 October 2020



Where to find all my bookings

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

Calendar page v3.png



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

Detailed report v3.png




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.

Add booking from admin step 1.png



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)

Add booking from admin step 2.png



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"

How to edit booking v3.png



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.

Detailed report edit booking.png



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.

Cancel booking v3.png



2. For client To cancel their bookings, clients can click "cancel link" in their confirmation emails.

CancelBookingLink750.png



If you want to prohibit clients from cancelling, you may need Cancellation Policy Custom Feature.