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The Bookings page
See the appointments your receptionist has booked, confirm them once they're in your diary, or cancel them.
Bookings lists the appointments your receptionist has made. The page appears if your plan includes bookings. The number beside Bookings in the menu is how many upcoming bookings you haven't confirmed yet.
The three lists
- Upcoming. Bookings for today onwards, soonest first.
- Past. Bookings before today, most recent first.
- Cancelled. Every cancelled booking.
Bookings are grouped under the day of the appointment.
What each booking shows
- the time and the person's name;
- their phone number (tap or click it to ring them);
- the booking reference;
- a conversation link, which opens the call or chat where it was booked.
And labels showing where it's up to:
| Label | Meaning |
|---|---|
| to confirm | Booked by your receptionist, not yet confirmed by you |
| confirmed | You've clicked Confirm |
| cancelled | Cancelled, by you or by the customer |
| reminded | A reminder text was sent (hover to see when). Needs the Appointment reminders plugin. |
| review asked | A text asking for a review was sent (hover to see when). Needs the Review requests plugin. |
| deposit due, deposit paid, deposit not paid | Where the deposit stands. Needs the Booking deposits plugin. |
Confirm
Click Confirm once the appointment is in your own diary. It only changes the label to confirmed and clears it from the count. It doesn't text or email the customer.
Cancel
Click Cancel, then confirm. The booking moves to Cancelled and the slot opens up again for others to book. You can't undo a cancellation from the dashboard.
Cancelling doesn't tell the customer by itself, so let them know. Some plugins act on a cancellation, though:
- Appointment reminders, with confirmation texts switched on, can text the customer that their appointment has been cancelled.
- Cancellation list can text people waiting for an earlier slot to offer them the freed time.
- Booking deposits stops an unpaid deposit link working. If the deposit was already paid, it notes that you may need to refund it in Stripe.
- Plugins that tell your team or your other systems, such as Email notifications or a CRM, may pass the cancellation on too.
See Plugins for what each one does.
Downloading bookings
To get your bookings in a spreadsheet, use Download on the Insights page and choose Bookings.
Changing what can be booked
Notice periods, gaps between appointments, daily limits and which services can be booked are in Settings under Booking rules. See Booking rules.
Still stuck? Write to hello@callscovered.ai with your business name and what you were trying to do, and a person will reply.