Bookings are scheduled appointments. Each booking links a service, customer, date, and time slot. Create bookings manually or let customers book online. Track status from scheduled to completed or cancelled.
What Are Bookings?
Bookings are scheduled appointments. Each booking reserves a time slot for a customer and a specific service. Bookings appear on the calendar and in the booking list. You can create them manually, or customers can book online when that feature is enabled.
How to Create a Booking
Select Service
Choose the service the customer is booking. Duration and price are filled automatically from the service.
Select Date and Time
Pick the date and choose an available time slot. Slots are based on your booking slabs. Only free slots are shown.
Select Customer
Choose the customer from your list. Add a new customer if needed. Customer details are used for reminders and invoices.
Add Notes (Optional)
Enter any special instructions, preferences, or notes. These are visible to staff when viewing the booking.
Confirm
Click Save or Confirm. The booking is created with status Scheduled. You can send a confirmation to the customer if configured.
Booking Form Fields
Booking Form Fields
Service
Required. The service being booked. Duration and price come from the service.
Customer
Required. The customer making the appointment. Select from your customer list.
Date
Required. The date of the appointment.
Time Slot
Required. Start time of the booking. Must fall within a booking slab.
Duration
Auto-filled from the service. Used to block time on the calendar.
Staff/Assignee
Optional. Assign a staff member if you track who performs the service.
Notes
Optional. Special instructions or notes for the appointment.
Status
Set automatically. Starts as Scheduled. You can update it as the appointment progresses.
Booking List
Booking List Columns
Booking #
Unique reference number. Click to view or edit.
Service
The booked service.
Customer
Customer name.
Date
Appointment date.
Time
Start time of the booking.
Duration
Length of the appointment in minutes.
Status
Scheduled, Confirmed, In Progress, Completed, Cancelled, or No Show.
Confirmed — Customer or staff has confirmed the appointment.
In Progress — The service is currently being delivered.
Completed — Service delivered. Ready for invoicing.
Cancelled — Booking was cancelled. Time slot becomes available again.
No Show — Customer did not attend. Used for tracking and follow-up.
Rescheduling a Booking
Open the booking and change the date or time slot. Ensure the new slot is available (not already booked). The system will validate against booking slabs. Save to apply the change. The customer can be notified of the new time if reminders are configured.
Cancelling a Booking
Open the booking and set status to Cancelled. The time slot is freed for other bookings. You can add a cancellation reason in the notes. Cancelled bookings remain in the list for reporting but are excluded from active counts.
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Tip: Confirm bookings before the appointment date. Confirmed status helps reduce no-shows and gives customers confidence their slot is reserved.
