Run your day

See what's on, add bookings yourself, and move, finish or cancel them.

Home

Home shows today, what's coming up and what needs you: bookings waiting for approval, refunds to approve, what was paid in the last 30 days, and no-shows. People with the Staff role see only their own bookings.

Calendar

Calendar has Day, Week and Month views. The day view has a column for each person. Use Everyone to look at one person. Click a booking to open it.

The bookings list

Bookings has tabs for Upcoming, Waiting for approval, Past, No-shows, Cancelled, Refunds and All. Search by name, email, phone or number, or filter by appointment or staff. The download button gives you a spreadsheet of what the list shows.

Add a booking yourself

For a phone call or a walk-in, click + New booking.

1. Choose the Appointment, the person under With, and a Date, then click a time.
2. Under Who for, find a customer or type a new one.
3. Click Book.

The customer gets the confirmation and reminders if you enter an email or phone. If you book outside working hours, you are asked to confirm first.

Bookings you add yourself skip approval, booking limits and online payment. To bill one, use Make the invoice on the booking.

Working on a booking

Open a booking to see its customer, answers, notes, history and the messages sent. The buttons depend on its status:

• Approve - for a booking waiting for approval. The customer is told.
• Mark completed or No-show - you can change your mind between these two.
• Move - choose a new time. The customer is told.
• Give to someone else - same time, another person. It needs Standard or up, and the type must have more than one person. The customer gets a "your booking is with someone new" message, and both the old and the new person are told.
• Cancel booking - add a reason if you like. The customer doesn't see it, but they are told about the cancellation. On a repeat, you can also cancel the later bookings.
• Send a reminder now - sends one straight away.
• Add a note - only your team sees it.

A place in a class can't be moved. Cancel it and book another class.

A confirmed booking becomes Completed by itself one day after it ends, unless someone marked it otherwise.

Booking statuses

Notifications

The bell at the top shows new, moved and cancelled bookings. Anyone with a sign-in sees their own there. Team emails can be turned off under Settings > Preferences.