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.
Updated 1 month ago

The Bookings view displays all of your bookings in a table format. Each booking entry includes:

  • Date, time, and frequency.

  • Client information: name, email and address.

  • Service provider status: assign or invite providers, and see if one is already assigned.

  • Payment status: may appear as upcoming hold, hold CC, failed hold, charge, charged, unpaid or paid

         For more info, you can check our Article about Payment Status.

  • Booking amount.

  • Edit icon (pencil ✏️): view or update booking details.


At the top of the table, you’ll also find:

  • Total bookings.

  • Total revenue for the selected date.

  • Download button.

  • Filters and search tools.


How to Filter Bookings

1. Filter by Date

  • Open the date filter.

  • Choose a date range, or clear the filter to view all-time bookings.

2. Apply Additional Filters

  • Price range.

  • Service providers.

  • Booking status: Active or cancel

  • Payment status: Paid or awaiting payment


How to Search for Bookings

You can search for specific bookings using the search bar.

  • Click the Search field.

  • Enter a client name, client tags, address, or Booking ID.

Results will update automatically.


Available Quick Actions

From the Bookings view, you can perform several actions without opening each booking individually:

  • Assign or invite service providers.

  • Update or review payment status.

  • Collect payments for bookings.

These tools make it easy to manage all bookings from one central location.

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