Find bookings & manage scheduled messages
The Bookings page lists every appointment as a table, so you can find one fast, work on many at once and check what the client has been sent.
Find a booking#
- Type in the search box to find a booking by client name, email or booking reference (the reference printed in the client's confirmation).
- Use the filters to narrow by status, staff member, service, coupon or notes, or to hide past appointments. Unsettled balance shows bookings where money is still due.
- Booked on is when the booking was made; Appointment is when it takes place. Click either heading to sort by it.
The table also shows the amount, status, any coupon used and icons for a client message or an internal note. Export CSV downloads the current list.
Act on several bookings#
Tick the rows you need, then choose:
- Confirm pending - accept bookings waiting for your approval.
- Send reminders - email a reminder for the selected upcoming bookings.
- Cancel - cancel them all, with one Notify client by email choice for the whole selection.
Inside a booking#
Click a row to open the booking panel. Besides editing, rescheduling and cancelling (Reschedule, cancel & no-shows), you can:
- Send reminder or Send confirmation email again, for example after correcting a mistyped email address.
- Create Invoice from the booking, see Create & send an invoice.
- Check the payment state, see Deposit paid, balance due & paid in full.
Preview or skip scheduled messages#
Open Activity at the bottom of the booking panel. Planned messages lists the automatic emails and texts still due for this booking (such as a reminder or a follow-up), with when they will go out and a preview. Click Skip to stop one of them for this booking only; your automatic messages keep running for everyone else. Below, the activity history shows what was sent, who changed what, and lets you View each message.
The mobile app shows the same planned messages in a booking's activity, with the same Skip option. To change the messages themselves, see Confirmations, reminders & follow-ups.