The booking detail is the main screen for day-to-day operations in the Appointments section. This guide shows you what you'll find there, which actions to use, and in what order.
What you'll see in the booking detail
Service information, date, time, and duration.
Booking status (pending, confirmed, cancelled, no-show).
The linked order and payment information.
Client, specialist, location, and internal notes.
Main actions in the detail
Approve or decline a pending booking
For bookings awaiting approval, you decide whether to confirm or decline the appointment (with an optional reason).
Cancel a booking
When cancelling, you can provide a reason. The system will evaluate the cancellation logic based on your settings and the payment method.
Mark as no-show
Use this for confirmed bookings after the appointment time has passed and the client didn't show up.
Change the specialist or location
For editable bookings, you can switch the specialist or location without having to create a new booking.
Send a custom message to the client
Send a message related to a specific booking directly from the detail.
Tip: Use internal reasons and a consistent communication style. This makes handoffs between reception, specialists, and management much smoother.
Common scenarios
A booking is still pending and the appointment is approaching
Decide as soon as possible (approve or decline) so the client isn't left waiting without information.
A client calls to say they can't make it at the last minute
Cancel the booking from the admin panel, add a reason, and check the cancellation result in the order.
A specialist is sick and I need a replacement
Change the specialist in the booking detail and send the client a message with the update.
The replacement specialist must have the relevant service assigned to them.
FAQ
When does the no-show action appear?
For confirmed bookings after the appointment start time has passed.
Why can't I change the specialist or location?
The booking may be in a status that doesn't allow editing, or you may not have the required permissions.
When should I send a custom message?
Whenever there's a change that affects the client (time change, logistical instructions). Changes to the specialist or location are sent to the client automatically.