Using the Booking Calendar

Read the calendar quickly

The booking calendar is the main place to see what is scheduled and where the team has open time. Check it at the start of the day and whenever a customer calls about availability.

Estimated time: about 2 minutes for a daily check.

1. Open Bookings from the workspace navigation.
2. Confirm the date range shown at the top of the calendar.
3. Scan bookings by time, staff member, and status.
4. Look for empty areas before offering a new time to a customer.

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Use filters before making changes

Filters help the front desk focus on the bookings that matter right now.

1. Filter by staff member when a customer asks for a specific person.
2. Filter by status when you need to review pending, completed, canceled, or no-show visits.
3. Clear filters before checking overall availability.
4. Use Daily Agenda when you need a checklist-style view for today's visits.

Open booking details

Use the booking details panel before changing a customer's appointment.

1. Select the booking on the calendar.
2. Review the customer name, phone, service, staff member, date, and time.
3. Check recent booking messages if the customer says they did not receive an update.
4. Use Modify Booking if the customer needs a new time or cancellation.

Keep the calendar clean

A clean calendar helps the whole team avoid missed work.

1. Mark completed visits before the end of the day.
2. Mark no-shows only after confirming the customer did not arrive.
3. Remove or cancel test bookings that should not stay on the schedule.
4. Review No-Shows when the same customer misses multiple visits.