Create, review and change bookings
Start with the service, date, branch and relevant resource or specialist. A booking and its payment have separate statuses.
Before you start
Sign in with your own account, select the right business and branch, and check that your role can open the relevant area. Some features require an enabled app and available plan resources.
Follow these steps
- Open Bookings and select the intended service, customer and time. Review duration, availability and price before confirming.
- Open an existing booking to inspect its current status. Use the available change or cancellation action for that booking.
- After changing a booking, reopen it and check the saved time, resource, customer and payment state.
Check the result
Reopen the saved record and compare it with the change you intended. A closed window or a success-looking preview is not sufficient confirmation.
If something is not working
If access is missing, ask the owner to review your role and app availability. If saving fails, retain your input, check the connection and inspect the saved record before retrying. For a payment with an uncertain result, check its existing status before initiating another payment.
Availability & important limits
Use only the controls available in your workspace. Availability depends on permissions, enabled apps, your plan and the current environment. This guide does not enable a disabled feature.