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Managing Bookings

Updated4 April 2022

In this section, we will cover how to view and manage all your bookings.

 

To view all bookings, go to Bookable Products in the Dashboard. A list of bookings appears in reverse chronological order.

 

To filter bookings, select options from a familiar menu at the top.

 

Filter by:

  • Status
  • Date
  • Product/Resource

 

To use bulk actions, select an action from the dropdown and apply:

  • Move to trash
  • Confirm bookings
  • Un-confirm bookings
  • Cancel bookings
  • Mark bookings as paid
  • Mark bookings as unpaid

 

To search bookings, use the upper right search box and select Search Bookings.

 

On individual bookings, you have the option to perform two actions.

Check mark: This allows you to confirm a pending booking and email the user. If you confirm in error, use the Un-confirm Booking bulk action.

Eye icon: View booking details.

 

The next sections explain these actions in more detail.

 

Approve Bookings

To approve a booking that requires confirmation:

Go to Bookings. Any booked products that require confirmation will display Pending Confirmation.

Select Confirm (check mark) to approve the booked product.

 

The customer receives an invoice via email to pay once it has been approved. After that, the customer can make a payment using their My Account page. The email they receive contains a link to their My Account Page.

 

View a booking

To see a booking, click the Eye icon to go to the Edit/View Booking page.

You can update these details and save them when you’re finished.

 

NOTE: When changing the start and finish dates, be cautious. Always make sure that the start date is earlier than the end date. The customer will not receive an automatic email notifying them of any changes, you must keep them informed.

 

Booking Status

Unpaid: Booking requires payment. Order has not been paid.

Pending: Booking awaiting approval. See Approving Bookings.

Confirmed: Booking is confirmed after it was set as Pending. Still requires payment.

Paid: Booking has been paid for.

Cancelled: Booking has been canceled.

Complete: Booking is paid, and the date is in the past. The assumption is that the experience/service was delivered.

In Cart: Booking has been added to a customer cart. If not purchased, it is removed within 60 minutes.

 

Calendar View

For a calendar view, go to Bookable Products> Calendar. By default, it shows a Month view with Filter options on the left.

 

By Day

A Day-based view can view all bookings in a day:

When using Day view, select a booking to view/edit it, or hover to view a summary of details.

 

By Month

Select Month to show a Month-based view with Filter options on the left.

 

Select a booking to view details.

 

Create Bookings Manually

To manually create a booking for a customer:

 

  1. Go to: Bookable Products > Add Booking.
  2. Enter a name or another term to find a customer. If you like, you can leave as a guest.
  3. Select a bookable product from the dropdown.

 

Create booking

New: Create a new order, which you must process and complete before it is active.

Addition: Add the order to an existing booking, and enter the original order ID.

No order: Create a standalone booking only.

 

Click Next.

 

The Bookings calendar displays.

  1. Select a date/time.
  2. Add Booking.
  3. You are then redirected to the new booking or the Order screen, depending on your selection(s).

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