Bookings — managing all appointments

The Bookings page is the main list view for all appointments. Unlike the Calendar which shows a time-grid view, the Bookings list is designed for bulk management, searching, and taking action on multiple bookings at once.

Tabs

The Bookings page has three tabs:

• All Bookings — every appointment across all statuses.
• Pending — bookings that have been made online but are awaiting your manual approval (only appears if you have enabled approval-required bookings in Settings → Booking).
• Packs — a sub-section for managing reusable service pack templates (separate from customer-owned packs).

Filters and search

At the top of the Bookings list, use the filter bar to narrow down results by:

• Date range — show bookings within a specific period
• Status — confirmed, pending, cancelled, no-show, completed
• Staff — filter to one team member's bookings
• Service — show all bookings for a specific service
• Search — find a booking by customer name, phone, or booking reference

Creating a new booking

Click the + New Booking button. Select the customer (or type a name to search, or add a new customer on the fly), choose the service and staff member, pick a date and time, and add any notes. Click Confirm to save.

Editing a booking

Click any booking row to open the detail panel. Click Edit to change the time, service, staff assignment, or notes. When editing, a checkbox labelled Notify customer of these changes is checked by default — uncheck it if you do not want the customer to receive an update SMS/email.

Approving pending bookings

On the Pending tab, each booking has Approve and Reject buttons. Approve sends the customer a confirmation message. Reject prompts you to enter a reason, which is included in the notification to the customer.

Marking outcomes

After a booking time has passed, use the status buttons to record what happened:

• Complete — client was served.
• No-show — client did not arrive.
• Cancel — booking was cancelled after confirmation.

These statuses affect your Reports and customer visit history.