Booking calendar
The Bookings area has two operational views:
- All bookings is the searchable table and best place to filter or find a customer.
- Calendar is a month pulse plus a selected-day work queue.
Both show bookings for the selected business. Open a booking to make changes; the calendar itself is read-only.
Find work in the booking table
Filter by status, booking type, service, resource, payment state, attention flag, or date range. Attention flags surface approval, payment due, unassigned work, shortages, allocation conflicts, and controlled overrides. Fulfillment is the separate signal described below.
The booking row deliberately shows separate signals:
- Booking status — request, confirmation, active service, completion, or a terminal outcome.
- Payment — the linked Sales record's payment state and balance due.
- Resources — requirements and current assignments.
- Fulfillment — the shared fulfillment state when physical items apply.
Do not infer one signal from another. A confirmed booking can still have a balance due, and payment does not mean physical fulfillment is complete.
Use the operations calendar
Choose a month and filter by service, resource, or status. The summary counts bookings, milestones, approval/payment attention, shortages, unassigned work, and blackouts.
Select a date, then switch between:
- Agenda for customer-facing booking work and linked Sales milestones.
- Capacity for committed occupancy, ongoing exact-range periods, resource blockers, and blackouts.
Long bookings appear across the days they occupy. Delivery, customer pickup, retrieval, and customer return milestones can appear separately from the booking's start and end. Setup and buffer time affect capacity but do not appear as separate calendar events.
Staff accounts are always limited to actively assigned booking work. Owners and Admins can optionally narrow the view to My assigned work.
Open a booking
The detail page brings together the schedule, customer, delivery, tax address, staff/resource assignments, physical checklist, customer change requests, documents, and linked Sales/payment record.
Owners, Admins, and Staff with the Bookings permission group can use the actions available for the booking's current state:
| Action | Result |
|---|---|
| Reserve draft → Reserve booking | Rechecks policy and capacity for a merchant-created draft. |
| Approve | Rechecks capacity and accepts a customer request. |
| Decline | Ends a requested booking without claiming capacity. |
| Start booking | Marks confirmed work Active. Sales payment and fulfillment remain unchanged. |
| Complete booking | Marks active work Completed and releases capacity. Sales payment and fulfillment remain unchanged. |
| Reschedule | Claims the new period before releasing the old one. |
| Cancel booking | Releases booking capacity and cancels or voids compatible linked Sales state where allowed. |
| Archive booking | Keeps a terminal booking as read-only history. |
For a reschedule, finish with Check capacity and reschedule. Cancellation does not automatically issue a refund. Review the linked Sales record and handle the payment or refund separately.
Create a booking for a customer
Owners, Admins, and Staff with Bookings can choose New booking:
- Choose Existing to find a customer, or New customer to enter their details.
- Select the Service, Quantity, and Start. Set the End, or choose a Duration for a fixed-duration service; its end is calculated.
- Complete the resource and fulfillment details shown for that service.
- Select Check availability. Check again after changing the schedule, quantity, or resource choices.
- Choose the intended next step: Save draft, Create request, or Reserve now. Create quote also requires permission to create Sales quotes.
Saving as a draft does not claim capacity. Reserving or approving is the guarded step that rechecks policy, resources, delivery/tax inputs, and current capacity.