Booking List

The All Bookings page is your central hub for every reservation. From here you can view, search, filter, and navigate to any booking's detail page to take action.

Accessing the Booking List

  1. Log in to your provider account
  2. Click All Bookings in the sidebar under the Bookings section

You'll see a table of your bookings — newest first by default.

{info} Providers see their own bookings only. If you manage multiple businesses, each one has its own separate account and booking list. Staff members see the bookings of the provider they work for.

What You See in the List

Each row in the booking list shows:

Column What It Displays
Order ID The unique booking reference (e.g., BK-1024). You can search by the number part without typing BK-
Customer The customer's full name
Service The name of the booked service
Date The booking date
Time The start and end time (or — for day-based rentals)
Status A coloured badge showing the current booking status
Amount The total booking value
Due Any outstanding balance still owed
Resource The assigned resource (if any)
Branch The branch location (if you have multiple branches)

{warning} If you see a warning icon next to a row, it means the appointment has ended and payment is still due. See the Auto-Complete Warning section below for details.

Booking list table with columns

Filtering and Searching

You can narrow down the list using several filters located above the table:

Filter What It Does
Search Type to search by customer name, email, phone, or Order ID (with or without the BK- prefix)
Status Show only bookings with a specific status — Pending, Confirmed, Completed, Cancelled, No Show, Completed with Due, or All Statuses
From Date / To Date Show bookings within a specific date range
Service Show bookings for a specific service only
Resource Show bookings for a specific resource only

When filters are active, you'll see a notice at the top of the list saying some bookings are hidden. Click Clear filters to remove all filters and see everything again.

{primary} Filters are useful for daily operations — for example, filter by today's date and "Confirmed" status to see which customers are arriving.

Sorting

Click any column header to sort the list by that column. You can sort by:

  • Order ID
  • Booking date
  • Total amount
  • Payment due
  • Created date
  • Customer name
  • Service name
  • Branch
  • Resource
  • Recurring series

Click the same header again to toggle between ascending and descending order.

Pagination

The booking list shows 25 bookings per page. If you have more than 25 bookings, use the page numbers at the bottom of the table to navigate between pages.

Recurring Series Grouping

Bookings that are part of a recurring series are grouped together in the list so you can easily identify them. Each booking in the series shows a "Part of Series" indicator. When sorted by date, the series bookings appear adjacent to each other.

Auto-Complete Warning

The system automatically moves past confirmed bookings to "Completed with Due" after a grace period if payment is still outstanding. You'll see a warning banner at the top of the booking list when this feature is active, explaining that:

  • Past confirmed bookings with an outstanding balance will automatically move to "Completed with Due" after the configured number of hours
  • You should collect payment manually to finalise the booking and notify the customer

Rows with past appointments and outstanding payments also show a warning icon next to them.

{info} This automatic process preserves booking integrity — it ensures past bookings aren't left in "Confirmed" status indefinitely. You can still collect payment after the status changes.

Viewing a Booking's Details

Click any booking row to open the Booking Detail page. From there you can:

  • See the full booking information (customer, service, resource, branch, date/time, pricing)
  • View the payment summary and collection status
  • Take actions like Confirm, Complete, Cancel, or mark No Show
  • View payment history, add items, open a dispute, or download an invoice
  • Send a payment reminder or generate a payment link

{primary} The actions available on the detail page depend on the booking's current status. For example, you can only confirm a Pending booking, and you can only mark No Show on a Confirmed booking whose appointment time has passed.

What Staff Can See

Staff members with the Bookings module permission can access the All Bookings page. They see the same list and filters as the provider, but their ability to take actions (confirm, complete, cancel, etc.) depends on their role's permissions.

{info} If a staff member can't find a booking or can't take a specific action, their role may not include the necessary permission. Ask the provider to check the role's settings in the Roles & Permissions section.

Tips & Best Practices

  • Use the search field to quickly find a booking by customer name or Order ID — it's faster than scrolling through pages
  • Filter by date at the start of each day to see your upcoming appointments
  • Check the "Due" column regularly to identify bookings with outstanding balances
  • Clear filters when you're done — otherwise you might miss bookings that don't match your current filter set
  • If you manage a busy operation, sort by time to see your day in chronological order