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Bookings List

Filter all bookings, confirm, cancel, mark attendance and bring them back from the Trash

Open Bookings in the sidebar. At the top are three tabs: List, Calendar and Trash (6.4). The calendar shows the same bookings as a month; tap a day to list its appointments next to it.

The list shows each booking’s number, date, time, customer, email, provider, guests and status. On the far right sits ⋯ for the actions (6.2). Small tags appear next to the status: ✓ Attended or No-show (6.2), Series for an appointment from a series (Chapter 7), and Colleague’s appointment (see the box below).

Filter What it shows
Date Only the bookings on that day.
Provider Only the appointments of one person or area. The field carries the name your business uses, such as Therapist.
Status All, Pending, Confirmed or Cancelled. Also Attended and No-show: these two show the appointments you have marked that way (6.2).

“Clear filters” empties all three filters and shows every booking again.

When you arrive from a Dashboard tile (Chapter 4), the list shows only bookings from today on. A note above the entries says “from [date] onwards”. The small × next to it, “Clear date range”, brings back every day, and so does “Clear filters”.

6.2 Actions: Confirm, Cancel, Attended, No-show

Section titled “6.2 Actions: Confirm, Cancel, Attended, No-show”

Tap ⋯ to open the action menu; on a phone it slides up from the bottom. The same buttons are in the detail window (6.3). The menu only shows what is possible for that booking right now:

Action Appears What happens
Details always Opens the detail window (6.3).
Confirm while the booking is pending The status becomes Confirmed. The guest receives the email “Your appointment has been confirmed” if they gave an email address. If they booked through LINE, the message also arrives there.
Cancel while the booking is not cancelled The status becomes Cancelled and the entry in your connected calendar disappears. The guest receives the email “Your appointment has been cancelled”. If the waitlist is on, the next person waiting hears about the free time (Chapter 10).
Attended once the appointment is over and not cancelled Marks that the guest came.
No-show the same Marks that the guest did not come.
Delete always Asks “Delete booking by … on …? It stays in the trash for 30 days.” and puts the booking in the Trash (6.4). The guest is not told.

The panel asks once more before Confirm, Cancel and Delete. If the guest should hear about a cancellation, cancel the booking first and only delete it afterwards.

For an appointment from a series the cancel button reads “This one only”. Below it is “This and all future” (Chapter 7).

Attended and No-show do not change the status. They add a tag next to it, ✓ Attended in green or No-show in red. Once a tag is set, the menu shows ↺ after its name: a second tap removes it again. You can only mark an appointment after it has ended; before that, both buttons are missing.

Details opens the Booking Details window. It shows the booking ID, the status with its tag, provider, date, time, name, email, phone and the language the booking was made in. It adds the guest’s message and, if your business has a questionnaire before the appointment, the answers to it (Chapter 2.3). At the bottom is Created at, the moment the booking was made.

If the guest entered a voucher code while booking, the window shows a Gift voucher row with the code, the balance and a Redeem button. Press it after the appointment: the panel suggests the price of the treatment, at most the balance (Chapter 24.3).

6.4 Trash: bringing a deleted booking back

Section titled “6.4 Trash: bringing a deleted booking back”

Deleting a booking does not destroy it. The Trash tab next to List and Calendar says: “Deleted appointments land here and can be restored for 30 days. After that they are removed for good.”

Each entry shows the name, date and time of the appointment, when it was deleted and how much time is left (“3 days ago · 27 days left”), with two buttons:

Button What happens
Restore The booking returns to the list with its status, date and time, and its calendar entry comes back too. The panel does not check whether the time has been given to someone else in the meantime. Look at the calendar.
Delete for good Asks “Delete this appointment for good? It cannot be brought back.” and then removes it for ever.

A couple’s booking moves as a whole, with both therapists. Bookings that reach the end of their retention period (12 months after the appointment by default) skip the Trash. They are deleted for good, together with their calendar entry (Chapter 16.3).