Managing Bookings

Approve, reschedule, cancel, and create bookings from one place.

Your Bookings page

The Bookings page lists everything people have booked with you. Filter it by time (Upcoming, Past, or All Time) and by status. Open a booking to see the booker's details, answers to your intake questions, payment status, and reminders. Your Dashboard shows the next few at a glance.

Approving requests

If an appointment type requires approval, new requests show as Pending Approval. Use Approve or Deny on the booking, with an optional reason for denying. If payment is required, approving sends the booker a link to pay. Unanswered requests are auto-denied after the window you set on the appointment type.

Rescheduling

Open a confirmed upcoming booking and click Reschedule to choose a new time. For a series, this moves only the session you opened. To move a whole class, open the class and use Reschedule class.

Cancelling

Click Cancel Booking and add an optional reason. Cancelling doesn't refund the booker automatically; see Taking payments.

After the session

Once a session has ended, use Mark Completed or Mark No-Show to keep your records tidy. If it ran long or short, you can adjust the duration and payment.

Creating a booking for a client

Booked someone by phone or in person? Use Create booking to choose the appointment type, time, and client, plus their reminders and price. These bookings show a Booked by you badge. Group events and drafts can't be booked this way.

Classes & group events

Open a class to see its Attendees and Waitlist. Waitlisted people are never added automatically, so confirm them yourself when a seat opens up. From here you can also change the class time or cancel the class.

Additional guests

If you allow additional guests, they appear on the booking once invited. You can Remove a guest from there. See Appointment types to turn this on.