Managing Bookings

Managing Bookings

Viewing Bookings

There are three views for managing bookings:

• Bookings Tab — On each scheduler's page, the Bookings tab shows a table of all bookings for that scheduler with search, status filters, and date range filters.
• Calendar View — The global Calendar page shows all bookings across all schedulers in a monthly calendar layout. Click any day to see its bookings.
• Analytics — The Analytics page shows booking trends, conversion rates (views to bookings), and other metrics.

Booking Detail

Each booking shows: guest name, email, additional guests, scheduled time (in both your timezone and the guest's timezone), location, status, the scheduler it belongs to, any linked contact, custom field values, and admin notes.

Confirming & Declining

When a scheduler has "Requires Approval" enabled, new bookings arrive as Pending Approval. From the bookings list or calendar, you can:

• Confirm — Approve the booking. The guest receives a confirmation email.
• Decline — Reject the booking with an optional reason. The guest is notified.

Cancelling Bookings

Cancel a confirmed or pending booking with an optional cancellation reason. The guest receives a cancellation email. Cancelled bookings free up the time slot for new bookings.

Rescheduling

Guests can reschedule their own bookings using the reschedule link in their confirmation email (if allowed by your settings). The original booking is marked as "Rescheduled" and a new booking is created for the new time.

Marking as Completed or No-Show

After the appointment time passes, mark bookings as Completed or No-Show from the bookings list.

Creating Internal Bookings

Admins can create bookings manually from the calendar or booking list without going through the public page. This is useful for phone or walk-in appointments.

Exporting

Export bookings to CSV from the bookings tab. The export includes all booking data, custom field values, and status information.