Manage a booking
Open a booking to reschedule, change the service, complete, cancel, or mark a no-show.
Updated 2026-06-14
Click any booking on the schedule to open its detail dialog. What you can do depends on the booking's status, shown as a badge next to the service name.
Open a booking
Click the booking
On the schedule grid, click the booking card. The detail dialog opens.
What you see
The numbers below match the screenshot.
- Client — the client's name. Click it to open their overview (contact info and upcoming bookings); a First visit badge appears for a client's first booking. Their phone number and a card-on-file line show underneath when available.
- Date and time — the day and start–end time.
- Location — where it happens. For an at-home booking the address shows here with a directions link.
- Notes — internal notes. Edit them inline; they save when you click away.
- Service — change the service for this booking. Pick a new service and select Save. If the new duration would overlap another booking, you'll be asked to confirm.
- Reschedule — pick a new date and/or time. A confirmation box appears with a Send a confirmation email to the client about this change option, then Confirm Reschedule.
- Action buttons — the buttons available depend on status (see below).
The notes, service-change, and reschedule controls (4–6) appear only while the booking is Confirmed or Pending. Completed and no-show bookings show receipt, bill, and payment details instead.
Actions by status
The footer buttons change with the booking's status:
- Pending — Approve (confirms and notifies the client) or Decline.
- Confirmed — Pay (opens the payment/completion flow), Missed Appointment (marks a no-show), or Cancel Booking.
- Completed or Missed Appointment (no-show) — Revert to Confirmed. Completed bookings also show the receipt and bill; a no-show with a card on file shows a Charge No-Show Fee option.
- Close is always available to dismiss the dialog without changes.
Cancel Booking and Decline free the slot and can email the client. These can't be undone — only a completed or no-show booking can be reverted to confirmed.
Drag to reschedule
You can also drag a booking card to a new time directly on the grid. Press and hold the card, drag it to the new time, then confirm the move (and whether to email the client) — just like the Reschedule control above.
If the new time overlaps another booking, you'll get a warning first. You can still move it — the two bookings then sit side by side.
To move a booking to another week, switch to week view, drag it to the right (or left) edge of the grid and hold — the schedule flips to the next week, where you drop it and confirm.
What's next
- Complete a booking — the payment, tip, receipt and no-show flow behind the Pay and Missed Appointment buttons.
- Create a booking — add a booking by hand.
- Block off time — hold a slot so no one can book it.