Open Bookings to see every Booking, as a List or a Calendar.
The list
- Search by Customer, Resource or reference (such as BKG-0042). Owners, Managers and Finance can also search by email and phone.
- Filter by Location, Status and Assigned to (anyone, me, unassigned or one Employee). The filters stay in the link, so you can share it.
- The cards above show today’s Bookings, those in progress, those pending and the booked value, for the current filters.
- The row menu opens, edits or cancels a Booking.
The calendar
- Switch between Week and Day; weeks start on Monday. Each row is a Resource.
- Click a Booking to open it, or an empty day or time to create a Booking for that Resource and time.
- Cancelled Bookings are not shown. Bookings in progress or completed are drawn from their actual start.
What needs attention
The number next to Bookings in the menu counts what needs a decision: online requests, customer calls and orders, Bookings that have not started or are past their end, and more.
- Needs attention, next to List and Calendar, lists every item with a link to it. The Overview shows the first three.
- Above the list, a bar such as 3 items need attention with Review opens the same page.
- In the list, each such Booking shows its reason, such as Has not started, Past its End, Online request or Bill requested.
Good to know
- Everyone except the Owner sees Bookings at their own Locations only.
- Staff see Customer names but not their contact details.