Every booking, whether a customer made it online or you added it, is on the Bookings page. Click Bookings in the app menu to open it.
Find a booking
- Choose a tab: Upcoming, Recently booked, Cancelled, or Last 30 Days.
- Type in the search bar. You can search by customer name, email, booking ID, or Shopify order number.
- To narrow the list, use the filters: Events/Services, Availability, Locations, or Tags.
Tips:
- Columns shows or hides columns in the table.
- View in Timezone shows the times in another time zone.
Open a booking
In the list, click the date and time of a booking. The booking opens with:
- the customer's name, email, and phone, and whether they are new or returning
- the Shopify order and any discount code
- answers to your intake questions
- your internal notes
- buttons to Check in, Remind, Reschedule, or Cancel
To see everything about a customer instead, click their name in the list. Their page shows every booking they made with you and how much they have spent.
Read a booking's history
Open a booking and click the Timeline tab. It lists everything that happened to the booking, newest first:
- when it was made, moved, cancelled, or marked a no-show
- every email and text, and whether it was delivered
- Klaviyo and Google Calendar updates
Entries say By admin when you or your team did it, and By customer when the customer did it. To see older entries, click Show earlier events at the bottom.
Other ways to see your bookings
Use the buttons at the top of the page to change the view:
- List View — the table above. Good for searching.
- Agenda View — bookings grouped by day. Good for "What is on today and this week?"
- Calendar View — a day, week, or month calendar. Good for seeing busy and free times.
- Availability View — one schedule at a time. Good for "Is this team member fully booked?"
Tags on a booking row
Some rows carry a small label so you can spot them quickly:
- Cancelled — the booking was cancelled.
- Paid Deposit — the customer paid a deposit, not the full price. See Booking deposits.
- Package or Subscription — the booking was paid for with a package. See Prepaid packages.