Bookings & Scheduling

Managing bookings

View, confirm, reschedule, and cancel appointments from your Bookings screen.


Bookings is your live appointment list — the screen you'll check most. Open it from Run the day → Bookings.

Reading the list

Each booking shows the customer, service, date and time, and a status:

  • Pending — waiting for your approval (only if you use manual approval).
  • Confirmed — locked in; the customer has been notified.
  • Completed — the visit has happened.
  • Cancelled — called off. A paid booking may show refund pending until you refund it.

If payments are on, you'll also see whether each booking is paid.

Everyday actions

Open a booking

Click any row to see the full details — customer, service, time, notes, and payment.

Confirm or cancel

Use the buttons on the booking to confirm a pending request or cancel one. The customer is emailed automatically either way.

Reschedule

Edit the booking's date and time. The customer is notified and the original slot reopens for others.

Mark completed

After the visit, mark it completed. This keeps your history accurate and powers rebooking reminders and review requests.

Marking visits completed is what triggers the follow-up magic — review requests and rebooking prompts key off completed visits.

Changing how bookings arrive

Whether new bookings need your approval or confirm on their own is up to you — see Auto-confirm vs. manual approval. To take a phone or walk-in booking yourself, see Creating a booking manually.

Frequently asked questions

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