The booking diary

The day-by-day list of what is booked, the five statuses, and confirming or cancelling one.

The Diary is the default view of the Bookings module. Bookings are grouped under the day they are for, in the timezone you set — not the timezone of whoever is looking at the screen — and each one shows the time, the customer, the location, what they said they need and how to reach them.

Filters

FilterShows
UpcomingThe default. Everything from about six hours ago onwards, so this morning's bookings are still in front of you this afternoon.
PendingBookings nobody has acknowledged yet.
ConfirmedBookings someone has acknowledged.
AllEverything, including cancelled and past bookings.

The Diary tab carries a badge counting the bookings still waiting on someone, so an unanswered request is visible from anywhere in the module without opening the list.

The five statuses

StatusMeans
PendingJust came in. Nobody has looked at it yet.
ConfirmedStaff have acknowledged it.
CancelledCalled off — either by you, or by the customer through the link in their email.
No-showThe customer never turned up.
ConvertedTurned into a repair ticket.

Actioning a booking

Confirming a booking, cancelling it or marking a no-show requires a staff PIN — the same gate the repair module uses for its own writes — and the booking records which staff member actioned it. See Staff PIN gate.

Confirming or cancelling emails the customer, provided the confirmation email is switched on. Marking a no-show sends nothing — it is an internal note about what happened, not a message to the customer. See Cancellations and no-shows.

Cancelled and Converted are the end of the line

A booking that has been cancelled, or that has already become a repair ticket, does not go back into the queue. If a customer who cancelled wants to come in after all, take a new booking.

When bookings are switched off

With online bookings turned off, the diary still opens and still shows everything you have already taken — it simply says so at the top, because no new booking can arrive while the widget is off.

Open in the app
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