Managing Bookings
Handle Customer Bookings – The Bookings section is where you’ll view, manage, accept, and reject customer booking requests. This is your central hub for managing appointments and communicating with customers.
📍 Accessing Bookings
To view and manage bookings, click on Bookings in the left sidebar menu.
1 Viewing Your Bookings
When you access the Bookings page, you’ll see a list of all booking requests with the following information:
- Customer Name – Who made the booking
- Service – What service was booked
- Staff Member – Which team member is assigned
- Date & Time – When the appointment is scheduled
- Status – Current booking state (Pending, Accepted, or Rejected)
- Contact Information – Customer email and phone number
💡 Dashboard Quick View
You can also see upcoming bookings directly on your dashboard calendar for a quick at-a-glance view of your schedule.
2 Booking Status Types
Each booking can have one of three statuses:
- ⏳ Pending
New booking requests awaiting your review and approval. These require action from you. - ✅ Accepted
Confirmed bookings that are scheduled to take place. Customer has been notified of confirmation. - ❌ Rejected
Bookings that have been declined. Customer has been notified of rejection.
3 Accepting a Booking
To accept a pending booking request:
- Review the booking details to ensure it fits your schedule
- Check for any conflicts with existing bookings or staff availability
- Click the Accept button for that booking
- The booking status will change to “Accepted”
- The customer will automatically receive a confirmation notification (if notifications are enabled)
✅ Auto-Accept Option
If you enable “Auto-accept Bookings” in General Settings, new bookings that fit the schedule will be automatically accepted without requiring manual approval.
4 Rejecting a Booking
Sometimes you may need to decline a booking request. To reject a booking:
- Review the booking to confirm it cannot be accommodated
- Click the Reject button for that booking
- The booking status will change to “Rejected”
- The customer will automatically receive a rejection notification (if notifications are enabled)
Common Reasons to Reject:
- Staff member unavailable at requested time
- Service cannot be provided on requested date
- Booking conflicts with business closure or holiday
- Insufficient time slot available for the service
- Customer request doesn’t match available services
5 Deleting Bookings
To permanently remove a booking from the system:
- Locate the booking you want to delete
- Click the Delete button or option
- Confirm the deletion when prompted
⚠️ Warning
Deleting a booking is permanent and cannot be undone. Consider rejecting instead of deleting if you want to keep a record of the booking request.
Tips for Efficient Booking Management
- Check Daily – Review pending bookings each day to provide timely responses
- Use Auto-Accept – If you have consistent availability, auto-accept can save time