Manage Your Bookings

Your Bookings area is where you review and manage customer appointments.

Review a Booking

Before taking action, check:

• Customer

• Service

• Date & time

• Service location

• Assigned technician, if applicable

• Payment information

• Booking status

Booking Status

A normal booking follows:

Pending → Assigned → Confirmed → In Progress → Completed

A booking may also be Cancelled.

Update the status only when the booking actually reaches that stage.

Repeat Bookings

Customers may create Repeat Bookings when they want the same service on a regular schedule.

Each appointment in a repeat booking is managed separately.

For each appointment, check:

• Date & time

• Service location

• Assigned technician, if applicable

• Availability

• Booking status

If one appointment cannot be accommodated, handle that appointment according to the booking change process.

A repeat booking does not replace the need to manage each appointment individually.

Before the Appointment

Make sure:

Customer → Service → Time → Location → Technician

are all correct.

If a technician is required, make sure the assigned technician is available and can provide the service.

During the Appointment

When the service actually starts, change the booking to In Progress.

When the service is finished, change it to Completed.

Do not mark a booking as completed just because the scheduled time has passed.

If Something Changes

If the customer requests a different time, a technician becomes unavailable, or the booking cannot be completed as planned, handle the change as soon as possible and make sure the customer receives the updated information.

For a repeat booking, manage the affected appointment individually.

Quick Tip

Check the booking → Make sure it can be fulfilled → Keep the status updated.