Create, move and cancel bookings from one list.
What This Page Is About
The Bookings page allows you to view, create, and manage all customer bookings.
From here you can:
Add new bookings
View existing bookings in a table
Check payment details
Track booking status
Edit bookings when needed
Page Layout
A. Add Booking Button (Top Right)
Clicking this opens the Add Booking modal.
B. Bookings Table
Displayed on desktop as a table, and on mobile in card format.
Each booking shows:
Booking ID
Customer Name
Service Name
Date (booking date & time)
Amount (total amount)
Payment Made Till Now
Payment Status
Pending
Partial Paid
Paid
Overpaid
Booking Status
Confirmed
Pending
Cancelled
Actions
Edit booking (pencil icon)
Add New Booking (Modal)
You open it by clicking Add Booking on the top-right.
This modal allows you to create a full booking manually.
Below is a complete step-by-step explanation.
Add New Booking – Fields & How They Work
A. Customer Name (Search or Add)
Start typing the customer’s name
After typing two characters, you will see matching customers from your business
Select one to auto-fill their details (email, phone)
If new customer:
Type full name → a button appears:
“Add Customer Name”Click it to add this customer
Note: This customer is not saved permanently to your business yet
Customer will be saved only after you click Create Booking
After adding the customer name, you also add:
Customer Email
Customer Phone Number
B. Service Details (Search or Add New Service)
Start typing the service name
After typing two characters, matching services appear
Select one
It will auto-fill the service price, duration, and buffer time
(you can change these if needed)
If service does not exist:
Type full service name
Click “Add Service Name”
This creates a one-time service ONLY for this booking
It does not get saved to your business
If you want to permanently save it, go to:
Services Page → Create Service
For new services created inside this booking:
Enter price
Enter duration
Enter buffer time
Enter custom price type manually if needed
C. Quantity
If the selected service allows quantity:
Add how many units the customer wants
Price updates based on quantity rules:
Multiply price by quantity (if applicable), or
Keep price fixed (based on service settings)
D. Team Selection
Choose the team member who will perform the service.
Dropdown list of all team members
Only those with availability for the selected slot will appear
Select one team member to assign the booking
E. Start Date & Time
Select the exact date and starting time for this booking.
Calendar opens
Only available time slots (based on shift, special hours, and team availability) will show
F. Payment Summary Section
This section automatically calculates the booking price.
You will see:
1. Base Amount
Calculated from service price × quantity.
2. Discount (Optional)
You can apply a discount:
Flat
Percentage
(Depending on your setup)
3. Tip (Optional)
Enter a tip amount to add to the total.
4. Total Amount
Automatically recalculated based on:
Price
Quantity
Discount
Tip
G. Create Booking
After filling everything:
Review booking summary
Click Create Booking to finalize
Customer details (if new) get saved to your business automatically
Booking appears instantly in your booking table
Important Notes
A booking is not created until you click Create Booking
New customers added inside this modal are saved only after booking is saved
New services created inside this modal are not saved to the Services page
Team members must be available at the selected time
Payment status updates based on amount received
Booking ID is generated automatically
Tips & Best Practices
Always check team availability before choosing a time
If customer exists, always select from the list to avoid duplicates
For new services you want to reuse, add them through the Services Page
Apply discounts only if required (they affect revenue reports)
Use tips for special cases (e.g., premium service, extra payment)
Double-check date & time to avoid scheduling conflicts
Common Questions (FAQ)
Q. Why can’t I find a customer after typing?
You must type at least 2 characters to see suggestions.
Q. Will a new service created inside booking be saved permanently?
No. One-time only. Use the Services page to save permanently.
Q. What happens if the team member isn’t available at the selected time?
You won’t see them in the dropdown.
Q. Can I edit a booking later?
Yes. Use the Edit (pencil icon) in the booking table.
Q. Can I create a booking without customer email?
Email is required to save new customers and send booking notifications.
Q. How is payment status decided?
Based on how much payment is recorded:
0 = Pending
Less than total = Partial Paid
Equal to total = Paid
More than total = Overpaid
Related Pages
Need Help
If you need assistance, contact support or use the in-app chat.
