How to Search for a Booking
Click the Magnify glass icon in the top right in the Sidebar.
If you know the booking ID then you can for this using the search field in the top left of the page.
- In the Sidebar on the right you can filter your booking search.
- Using the first field you can filter bookings by Bookings or Purchases.
- The second field you can filter bookings by Customer
- Using the next two fields you can filter the booking by date.
- Next you can filter bookings by Type e.g. by bays or course bookings.
- Below this you will see the ability to filter bookings by status, attended, confirmed, Unassigned or cancelled.
- Below this you can filter bookings by Payment Status e.g. paid, unpaid, refunded and Voided.
- Lastly you can filter Blocked Slots.
Once filtered you can click on the booking that will bring up the Booking Editor.
How to Move a Booking
If you open up a booking from either a range or course view, you’ll get presented with the Booking Editor. The editor is slightly different depending on whether it’s a course booking or a bay booking, however the difference is fairly minimal.
It’s a tool you’ll use a lot operationally, so we’ll go over a few things here:
Customer : The currently assigned customer. This cannot be changed after making a purchase. It will also show any current balance or memberships the customer has.
Associated Purchase : This allows you to access the purchase that this booking was made as a part of. Tapping the left hand part of this widget will open the purchase, tapping the payment status will open the charger.
Moving a booking : Depending on the booking type (course or bay), you will have different settings for moving a booking. In the case of this bay booking, you can change the date, start time and bay. Change the values, and a button will appear to save your changes.
Booking Actions : Here we have some common use actions. “Check in” will set the booking to “attended”. This is good for reporting and general visibility. Some integrations will do this for you automatically.
“Cancel booking” will set the booking to cancelled -this cannot be undone. It will remove the booking from the schedule, but the booking is still liable for payment. If you want to refund an item, you’ll need to do something to the Purchase.
Retry Booking Integrations : If you have other systems integrated and you notice that they haven’t been executed, you can press this button to re-attempt the integration.