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Create & Manage Bookings

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Zaktualizowano 19 września 2026

This guide covers all booking operations: creating, editing, rescheduling, cancelling, and managing booking details.

Creating a Booking

Follow these steps to create a new booking from the admin panel:

  1. Click New Booking (or click an empty slot in the calendar)
  2. Select a service -- choose from the list of active services
  3. Choose a staff member -- only staff qualified for the selected service are shown
  4. Pick a date and time -- available slots are highlighted, unavailable ones are grayed out
  5. Select a customer -- search for an existing customer or click Add New Customer to create one on the spot
  6. Add notes (optional) -- internal notes visible only to staff
  7. Click Create Booking to confirm

The booking is created with a "confirmed" status by default. If approval mode is enabled, it will be set to "pending" instead.

Tip: You can also create bookings directly from the Calendar View by clicking on any empty time slot.

Walk-in Booking

For customers who arrive without an appointment, click New Booking and toggle Walk-in mode. Select the service and staff member -- date and time default to now. Customer details are optional. Walk-in bookings are marked with a special badge in the calendar and booking list.

Editing a Booking

  1. Open the booking from the calendar or booking list
  2. Click Edit
  3. Change any of the following: date/time, staff member, service, or notes
  4. Click Save Changes

Tip: Toggle on Notify Customer before saving if the customer needs to be informed about changes.

Rescheduling

To move a booking to a different time:

  1. Open the booking details
  2. Click Reschedule
  3. Select a new date and time from available slots
  4. Confirm the change

The customer is automatically notified about the new date and time via email or SMS.

Cancelling a Booking

  1. Open the booking details
  2. Click Cancel Booking
  3. Select a cancellation reason from the list (or type a custom reason)
  4. Choose whether to notify the customer
  5. Click Confirm Cancellation

Cancelled bookings remain in the system for record-keeping but free up the time slot.

Marking No-Show

If a customer does not arrive for their appointment:

  1. Open the booking details
  2. Click Mark as No-Show
  3. Confirm the action

No-show bookings are tracked in customer history and shown in reports.

Booking Details Panel

Click on any booking to open the details panel with the following information:

SectionDetails
CustomerName, phone, email, booking history count
ServiceService name, duration, price
StaffAssigned staff member
ScheduleDate, start time, end time
StatusCurrent status with option to change
PaymentPayment status and amount
NotesInternal notes (staff only)
HistoryLog of all changes: created, edited, rescheduled, status changes with timestamps

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