How to manage customer bookings in Trimsy

Manage customer bookings

Use the Bookings section to view, create, reschedule, cancel and check in all your customer appointments in one place.

Accessing your bookings

1. Open Trimsy and go to Sidebar ▸ Bookings
2. You'll see a calendar or list view of all upcoming and past bookings
3. Use filters or search to find specific bookings by date, customer name, or service

Creating a new booking

1. From the Bookings section, select Create booking or the + button
2. Enter the customer's details (name, phone, email)
3. Select the service they want to book
4. Choose your staff member (if applicable)
5. Pick the date and time from available slots
6. Add any notes or special requests
7. Confirm and save the booking

The customer will receive a confirmation via their preferred contact method.

Rescheduling a booking

1. Find the booking you need to reschedule in the calendar or list
2. Select the booking to open its details
3. Choose Reschedule or Edit time
4. Pick a new date and time from available slots
5. Add a note explaining the change (optional)
6. Save the new time

Trimsy will notify the customer of the new appointment time automatically.

Cancelling a booking

1. Open the booking you want to cancel
2. Select Cancel booking
3. Choose whether to notify the customer and add a cancellation reason
4. Confirm the cancellation

The booking will be removed from your schedule, and the customer will be notified (if you chose to do so).

Checking in a customer

1. On the day of the appointment, open the booking from your Bookings view
2. Select Check in when the customer arrives
3. This marks them as present and updates your queue (if you use Trimsy's queue feature)
4. The booking status will change to show they're checked in

Checking customers in helps you track who's arrived and manage wait times.

Tips for managing bookings efficiently

• Set buffer time: Add gaps between bookings if you need time to prepare or travel between locations
• Use notes: Leave reminders about customer preferences or service requirements
• Check availability before promising: Always confirm time slots are genuinely available before committing
• Review regularly: Check tomorrow's bookings the night before to prepare
• Handle no-shows: If a customer doesn't arrive, mark the booking as a no-show to track patterns

Common booking scenarios

A customer books online but needs to change the time: Find their booking and reschedule it. They'll get an automated notification.

You need to block out time for lunch or breaks: Create a placeholder booking for yourself so customers can't book those slots.

A customer cancels last-minute: Mark the booking as cancelled. The time slot becomes available again for other customers.

You're double-booked by mistake: Reschedule one customer to the next available slot and apologise with a note or personal message.

Managing bookings smoothly keeps your customers happy and your schedule running on time.