5 min readUpdated 2026-05-27
Bookings tab
Open Bookings in the dashboard to see upcoming and past appointments, classes, and events. Use filters to narrow by date, staff, service, or status.
- Open a booking row to see client details, payment state, and notes.
- Update status when work is confirmed, completed, cancelled, or no-show.
- Reschedule or cancel from the booking detail when plans change.
- Jump to Calendar for a visual week or day view of the same bookings.
Suggested daily workflow
- 1Start with today’s date filter or open Calendar for the day view.
- 2Review new and pending bookings first.
- 3Confirm payment or attendance requirements before marking complete.
- 4Reschedule only after checking staff availability in Staff Timetable.
- 5Leave notes on the booking if your team needs context.
Reschedules and cancellations
Check payment and coupons first
Cancelling a paid booking may require a refund through your payment provider. Note any coupon used so you can explain the outcome to the client.
- Recurring and class bookings may use a different reschedule flow than one-off appointments.
- After you change a booking, confirm the client receives an updated confirmation if your setup sends emails.
Related guides
Use the calendar
View assigned services and bookings by day, week, or month, filter by staff, and create bookings from the calendar.
Manage clients and users
Find client or student records, review contact details, and see their booking history.
Manage services
Create and edit offerings from the dashboard. The form you see depends on your business category—not a separate type picker.