Find bookings and understand statuses

Search and filter your appointments, record what happened, and what each status means.

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Find a booking

Step 1: Open Appointments.
Step 2: Type a customer name, email, phone number or service into the search box.
Step 3: Narrow it down with the date filter (Upcoming, Today, Next 7 days or Last 30 days), the staff filter and the status filter.

Tip: To see everything a customer has booked, open their record in Customers.

Confirm a booking, or record what happened

Step 1: In Appointments, open the Change… list next to the booking's status. Or click the booking on the Calendar and use the buttons under its details.
Step 2: Choose Confirm, Mark completed, Mark no-show or Decline.
Step 3: Marked the wrong one? Click Undo in the message, or change it again.

Mark completed and Mark no-show appear once the appointment has started.
Decline frees the time and emails the customer that the booking is cancelled.
Your no-show rate in Reports comes from bookings marked No-show.

What the statuses mean

Pending: A live booking. New bookings, whether made online or by you, start here. The time is held.
Confirmed: A live booking you have confirmed. The time is held.
Completed: The appointment went ahead.
No-show: The customer did not turn up.
Declined: You turned the booking down. The time is free again.
Cancelled: Cancelled by you or the customer. The time is free again.

Badges

Series: Part of a repeating booking.
Sample: Pretend data you added to try things out.