How to Manage Bookings
The Bookings page keeps your scheduled client meetings in one place. You can review upcoming and past bookings, open meeting details, and update the outcome.
Viewing Bookings
Open Bookings from the navigation menu. Switch between card and table views, then choose Upcoming or Past to narrow the list.
Viewing Booking Details
Select a booking to see the client, date, start and end time, subject, location, and meeting notes.
Updating a Booking
From the booking details, choose the action that matches the meeting outcome:
- Mark Complete: Record that the meeting took place.
- Mark No Show: Record that the attendee did not join.
- Cancel: Cancel the booking.
- Create Calendar Event: Add the meeting to your connected Google Calendar when that option is available.
Managing Bookable Times
Select Manage Availability to add, edit, activate, deactivate, or delete the time slots clients can book.
Tip:
Add a meeting link or clear location to your availability slots so each new booking includes the right place to meet.