Your booking dashboard gives you a complete view of all appointments — past, present, and upcoming. Here's how to effectively manage your schedule.
Viewing bookings
Access your bookings from Dashboard → Bookings. You can view them as:
List view — Chronological list with filters
Calendar view — Weekly or monthly calendar layout
Day view — Detailed schedule for a single day
Filtering and search
Use filters to find specific bookings:
By status (Confirmed, Pending, Cancelled, etc.)
By staff member
By service type
By date range
By client name or email
Rescheduling
To reschedule a booking:
Click on the booking
Select "Reschedule"
Choose a new date and time from available slots
Confirm — the client will be notified automatically
You can also allow clients to reschedule themselves by enabling Self-Service Rescheduling in your booking policies.
Cancelling bookings
To cancel:
Open the booking
Click "Cancel"
Choose a reason (optional but helpful for records)
Decide whether to issue a refund (if payment was collected)
Confirm — the client receives a cancellation email
Adding notes
Add internal notes to any booking — these are visible only to you and your staff, not to the client. Use notes for:
Special requests or preferences
Client medical information
Follow-up reminders
Recurring bookings
For regular clients, create recurring bookings:
Open an existing booking or create a new one
Toggle "Make recurring"
Set the frequency (weekly, biweekly, monthly)
Set an end date or number of occurrences
All instances are created at once and the client is notified of the full series.