Bookings
Create and manage bookings, handle payments for one-time or recurring jobs.Bookings View
Learn how to use the bookings view to quickly review all your bookings, apply filters to find exactly what you need, and take advantage of the available quick actions.
How to create Bookings In Your Dashboard
This guide explains how to manually book a new job from the ConvertLabs Dashboard.
Send Credit Card Link
A Credit Card Link allows your client to securely enter their payment details online. All card information is stored in encrypted form, ensuring security.
Payment Status
Understanding Payment Statuses
Collect Payments
You can manage and process payments for your bookings directly within the platform. Follow the workflow below to ensure a smooth payment process.
Booking Details View - Edit Booking
To access a booking’s details, go to your Bookings list and click the pencil icon next to the booking.
Assign or Invite Service Providers to a Booking
After creating or receiving a booking, you can assign or invite service providers to it.
How Recurring Bookings Work
Learn how recurring bookings work and how they are generated. This article also highlights upcoming improvements that will give you more flexibility when managing future recurrences.
Issuing Refunds
You can issue refunds directly in ConvertLabs for any booking that was paid by credit card.
Mark a Booking as Paid (Without Charging)
Mark a booking as paid without actually processing a payment.
Manually Mark a Booking as Completed
Use this option when you want to complete a booking without altering its payment status.