Manage bookings and their states

4 minutes read

Open "Bookings" from the side menu. You can view them by "Day", "All" or "Calendar", and the daily work all happens in the "Day" view.

Steps

  1. 1

    Open the day view

    Pick "Day" from the view buttons. Move with "Previous day" and "Next day", and tap an employee to see their schedule alone or "Everyone" for all. At the top are the counters "Booked", "Here", "Done" and "No-show", and a "Now" line shows where you are in the day.

  2. 2

    Confirm a new booking

    A new booking is "Pending". Tap "Confirm" on its card. Next to it, "WhatsApp" opens a ready confirmation message for the customer, and "Call" dials them.

  3. 3

    Mark the arrival

    When the customer comes in tap "Arrived" and the card turns to "Here". The word follows your trade: "Checked in" at a spa, "Seated" at restaurants and cafes, "Started" on a court.

  4. 4

    Finish the visit

    After the service tap "Done" and the booking becomes "Completed". If the customer is late, a "Late" mark shows on the card and the "WhatsApp" button carries a message asking if they are on their way.

  5. 5

    No-show or cancel

    Each card has "Didn't show up" and "Cancel booking". Tapped the wrong one? A closed booking keeps an "Undo" button.

  6. 6

    Reschedule

    In the "All" view tap "Manage" on the booking, then "Reschedule", pick the date and time and tap "Save new time". The same window lets you mark the payment or tap "Delete Booking".

The result

Every card shows its current state, and the counters at the top match what is happening in the shop.

Feature pageCalendar

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