Day to day
The board & bookings
Taking, moving, completing and cancelling bookings, and reading the day at a glance.
The board is the day at a glance: one column per calendar, every booking in its place, with Google events and busy times drawn right on the columns. Open it from Schedules in the rail.
Reading the board
- Calendars down the left: search them, switch each one on or off, choose only to see a single calendar, or Show all.
- The date: previous day, Today, next day, or Pick a date. A line above the columns reads like "12 bookings · 3 of 4 calendars".
- Each column shades the calendar's open hours. A closed day shows why — a holiday, a closure, leave.
- Bookings are cards in the calendar's colour, sized by their length.
- Busy · Google (hatched) — time taken by an event in the linked Google calendar.
- Occupied (hatched) — the person the calendar is assigned to is booked on another calendar.
- Google events are drawn as cards too; all-day events sit at the top.
- Covered by … — the assignee is on leave and someone else is taking their bookings.
The board checks for changes every few minutes while it is open, and whenever you come back to the tab.
Taking a booking
- Click an empty time in a column ("Click a time to book" — it snaps to the calendar's slot), or use New booking at the top.
- Check the Calendar, Date and Time. For a token calendar you choose a session and get the next number with its expected time.
- Find a customer by name or phone, or type a new one's details. The fields asked for are the calendar's booking form.
- Choose Confirm booking.
Changing a booking
Each booking card has a menu:
| Action | What happens |
|---|---|
| Open | The booking's details. Edit the customer's name, phone, email, people, price, paid and notes. Open in Google opens its event. |
| Move | Choose a new calendar, date or time. The new time is checked again, and the Google event moves with it. |
| Mark completed | They came. Counts towards the show-up rate. |
| Mark no-show | They did not come. |
| Cancel booking | With an optional reason. The time is freed and the Google event removed. Keep it backs out. |
Booking statuses
| Status | Holds the time? | Meaning |
|---|---|---|
| Pending | Yes | Requested on the booking page while approval is on; waiting for you. |
| Confirmed | Yes | Booked. |
| Completed | Yes | Happened. |
| No show | No | Did not happen; the customer did not come. |
| Cancelled | No | Called off by you or the customer. |
Who can do what
- Owner, Admin and Staff see and change every calendar's bookings.
- Providers see and change bookings on the calendars assigned to them only.
See Team & roles.
Something here does not match what you see in the app? Tell us — a person reads every message.