Bookings Management

The Booking Management page is a user-friendly platform for scheduling and managing bookings. The calendar feature on the page displays all scheduled appointments and events in a clear and organized manner, making it easy to view bookings by month, week, and day.

These 7 statuses help determine the current state of a booking, whether it’s confirmed, awaiting action, canceled, or completed.

Status Description
confirmed Booking has been successfully confirmed
confirming Booking is in the server queue and being processed(add to calendar, zoom etc)
cancelled Booking has been cancelled
waiting Booking is waiting for payment to be completed
pending Booking is pending and requires manual approval
noshow The booking is marked as noshow when customer did not show up or joined the meeting
completed Booking has been marked as completed by the organizer

View Booking Details

  • Go to Calendar menu
  • Select the Booking from the calendar which will further show the booking details

Create New Booking

  • Go to calendar or booking page (can create from both page)
  • Click on the “Create Booking”

  • Enter the details and click on the *Confirm Booking button to create a new booking

Reschedule Booking

  • Click on the specific booking you want to reschedule

  • It will open the booking detail, in which there is a button for Reschedule
  • To update, click on the Reschedule button which will take you to the schedule page to book again, select the date and time

  • Give a reschedule reason and click on confirm booking button.

Cancel Booking

  • Click a specific booking to cancel it, which will open the booking details

  • In booking details, click on the Cancel button
  • Fill in the cancel reason for the booking

cancel booking form

  • Click on Cancel this booking button

Multiple Calendar Synchronization

To ensure that you never miss a booking, the page also includes a feature for synchronizing multiple calendars. To access this feature, simply go to the filter icon located on the top left corner of the Bookings page.

  • To access this feature, simply go to the filter icon located on the top left corner of the Bookings page
  • All integrated calendars will be listed in a dropdown menu. You can select the calendar you wish to view by using the checkbox beside the calendar name
  • By selecting the checkbox, all the bookings from the selected calendar will be displayed on the page, allowing you to easily manage and schedule appointments and events
  • This feature ensures that you never miss a booking, allowing you to stay organized and on top of your schedule

By following these steps, you can quickly find the information you need for better appointment booking management.