Viewing & Finding Your Bookings
Last reviewed: 2026-08-11
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Every booking — whether made by a customer online or added by you manually — appears in the Bookings tab of Easy Appointment Booking. This article covers how to find, view, and understand your bookings.
Getting to the Bookings tab
From your Shopify Admin, open Easy Appointment Booking, then click Bookings in the left navigation.
Views available in the Bookings tab
The Bookings tab offers several views depending on what question you are trying to answer.
List view
The default view shows all your bookings in a sortable table. Bookings are sorted from earliest to latest by default.
What you can do here:
- Switch between Upcoming, Recently booked, Cancelled, and Last 30 Days to change which bookings are listed.
- Search by customer name, email, booking ID, or Shopify order number.
- Filter by Events/Services, Availability, Locations, or Tags to narrow the list down.
- Use Columns to show or hide columns, and View in Timezone to read times in a different timezone.
- Click the date/time link on any row to open the detailed booking view.
Detailed booking view
Click the date/time link in the Date/Time column to open a full view of a single booking. Here you can see:
- Customer name, email, and phone number (and whether they are a first-time or returning customer).
- The linked Shopify order and any associated discount codes.
- Answers to intake questions (custom fields).
- Internal notes.
- A Timeline of everything that has happened to the booking.
Customer profile view
From the list view, click a customer's name (not the date/time) to open their profile. This shows:
- Their full booking history with you.
- Total revenue from that customer.
- Upcoming bookings.
This helps you spot loyal customers and understand your most valuable relationships at a glance.
Agenda view
The Agenda view answers: "How busy am I over the next few days or weeks?" You can filter by service and by availability (team member schedule) to see upcoming capacity at a glance.
Calendar view
The Calendar view shows bookings for today, this week, or this month across all services and team members — like a traditional calendar. Use this to spot open time and busy periods.
Availability view
The Availability view answers: "What timeslots are remaining for this schedule?" and "Is this team member fully booked?" Use it to check capacity by individual availability or team member.
The booking Timeline
Open any booking and the Timeline row lists its full history in order, grouped under day headings:
- When the booking was created, and when it was rescheduled, cancelled, or marked a no-show.
- Every email that went out, named by the notification category you know it by (Confirmations, Reminders, Follow-ups, Cancellations).
- Every SMS, with its delivery status.
- Klaviyo events, Google and Outlook calendar syncs, and Shopify Flow triggers.
Each row also says where it came from: By admin when someone acted in the app, By customer when the customer did it themselves, and no attribution at all when the app acted on its own, which covers most of a typical timeline.
Failed sends, such as a bounced email, are flagged separately from bad news about the booking itself, so a cancellation does not look like something went wrong.
Understanding booking statuses
Each booking carries a status that tells you where it stands:
| Status | What it means |
|---|---|
| Confirmed | Booking is active. Payment was received (for paid bookings) or the booking was added manually. |
| Pending | Booking exists but payment has not been confirmed yet (e.g. bank transfer pending). |
| Cancelled | The booking was cancelled by the customer or by you. |
You can check the notification history for any booking directly from the list view — scroll right to the Notifications column to see every email and SMS sent for that booking. For the full picture, including reschedules, calendar syncs, and who triggered each one, open the booking and read its Timeline.
Exporting bookings
To export a CSV of your bookings:
- Go to Bookings → Export tab.
- Choose your date range.
- Click Export.
A CSV file will download with full booking details. You can also export a list of customers by service.
Next steps
- Edit, cancel, or reschedule a booking — how to make changes to existing bookings
- Admin bookings — adding a booking manually — add a booking on behalf of a customer without going through checkout