Working with a booking: approve, arrived, completed, no-show, cancel and move
Every button on a booking and what it sets off — approving a request, arrival, completion, no-show, cancelling, moving to a new time or to a colleague — and what staff logins may do.
Open a booking from the calendar or the Bookings list. Which buttons you see depends on its status: 'Requested', 'Pending', 'Confirmed', 'Here', 'Completed', 'No-show' or 'Cancelled'.
The buttons
- 'Approve this booking' — only on a request; the guest is emailed the confirmation. To turn a request down, cancel it
- 'Mark as arrived' — on the day of the appointment; nothing is sent to anyone, and 'Not here after all' takes it back
- 'Mark as completed' — loyalty points are added, the products the service uses come off your stock, and if your invoices are issued automatically, the invoice is issued. It cannot be undone
- 'Mark as no-show' — frees the time; see 'When a client does not turn up'
- 'Cancel booking' — with an optional reason. The guest is emailed in their own language, any gift card, pass or coupon credit is given back, and the waiting list hears about the freed time
- 'Reschedule' — pick a new time and 'Confirm new time'; the guest is emailed
- 'Move to' — give the booking to another team member who does the service
- 'Send the pre-appointment form' — for an upcoming booking whose form is not filled in yet
Undo
On the web, cancelling, marking a no-show, or dragging a booking to a new time in the calendar shows an Undo button for 15 seconds, and the emails wait until it has gone. The app asks you to confirm first instead.
Who can do what
Staff logins can use all of these buttons on their own bookings, and take a payment at the counter. Changing the price, refunds and charging a no-show or late-cancellation fee are for owners and admins, and so is the booking's change history.
What else is on a booking
The client's 'Before you start' box, the answers to your booking questions, the pre-appointment form once it is filled in, the photos the client added, and the Payment summary. There is no button to send the confirmation again.