Every Booking has a status, shown on View Booking together with the actions you can take next.
The statuses
- Pending: a request waiting for confirmation, for example from online booking. It does not hold its Resource yet.
- Confirmed: holds its Resource for the scheduled time. New Bookings start here.
- In progress: the Resource is in use. Only the end, Offerings and internal notes can still change.
- Completed: the Booking has ended and is read-only.
- Cancelled: no longer holds its Resource and is read-only.
Move a Booking on
- When the Customer arrives, choose Mark as in progress. On the Layout this is Start this Booking.
- When they leave, choose Mark as completed and Confirm completion. The Resource is released and the Booking becomes read-only.
- To cancel instead, choose Cancel booking. You can add an internal Cancellation reason. Charges and activity stay recorded.
Online requests
A Pending request from your booking link shows an Online request section. Owners and Managers choose Confirm Booking or Decline…; the Customer gets an email either way. A request that is not confirmed in time closes by itself.
Good to know
- Only one Booking per Resource can be in progress. Complete the previous one first.
- A Booking cannot be completed or cancelled while order items are still waiting: serve or withdraw them first.
- Offerings charged per hour are billed from the actual start to the completion, in started billing steps. They can be marked paid once the Booking is completed.
- Staff can change statuses only for Bookings at their own Locations.