How to manage bookings
Updated 15 Sep 2026
Every appointment your website takes lands on the Bookings calendar, one column per team member. You can open any of them, add bookings yourself, and mark in-person payments as collected.
Watch the video, or follow the steps below.
- 1Open BookingsClick Bookings in the sidebar. The toolbar moves between days, jumps back to today, and switches between the day and the week view.
- 2Open an appointmentClick any appointment. You see the service, the time, the team member, the customer with one-click copy for email and phone, and any notes.
- 3Mark it collectedPayment at visit shows what is due in person. When the client pays, click Collected. That is what feeds your revenue reports and your commission.
- 4Change or resendResend confirmation sends the client their confirmation email again. Adjust service or price changes what was booked without cancelling it.
- 5Add a booking by handA phone booking goes in with Add. Pick the service, the team member, the date and time, and the customer. Price and duration follow the service. Add appointment saves it and emails the client the same confirmation a website booking gets.
Reminders go out on their own by email, twenty four hours and two hours before each appointment. You never send those by hand.
That's it.
