Overview
Bookings
Take reservations for people, rooms, tables and equipment: booking types, opening hours, resources, approvals and the booking lifecycle.
On this page
Bookings takes reservations for anything with limited time: a stylist’s afternoon, a treatment room, a table, a van, a holiday cottage. You describe what people can book and who or what takes it, set the hours, and Bookings keeps every booking from colliding with another.
- Open
- View Bookings — Owners, Admins and Managers by default
- Make and change bookings, and set them up
- Manage Bookings — Owners and Admins by default
- Where
- Clients & Business → Bookings (
/clients/bookings)
The four building blocks#
| Block | What it is | Example |
|---|---|---|
| Resources | Who or what gets booked | Maria, Treatment room 2, Table 12, the blue van |
| Booking types | What people can book, and its rules | 45-minute haircut, Deluxe room, Yoga class |
| Availability | When each resource can be booked | Mon–Fri 9:00–17:30, closed 24–26 December |
| Booking pages | Where customers book themselves | “Book a treatment” |
A booking ties them together: one booking type, one resource that was free, a time, and a customer from your contacts.
- Booking typewhat is booked
- Resourcewho or what is free
- Timeinside opening hours, outside closures
- Bookingheld, then confirmed or waiting for approval
What is in Bookings#
| Pill | What it answers |
|---|---|
| Overview | What does today look like, and what needs someone? Today’s lanes per resource, what is waiting on someone, and the week ahead |
| Reservations | Find a booking and act on it |
| Availability | When can people book? |
| Booking Types | What can people book? |
| Resources | Who and what gets booked, and how busy are they? |
| Booking Pages | Where do customers book, and does it work? |
| Settings | How do bookings behave here? |
The pill names follow your business. A salon reads Appointments · Stylists · Services; a hotel gets Arrivals and Departures as well. See Bookings for your kind of business.
The Overview#
Until the basics exist, the Overview is a setup guide: add who or what gets booked, describe what people book, set opening hours and open a booking page. After that it shows:
- Today by resource — a lane for each resource with its open hours, its bookings, any closures, the time your own calendar is busy, and a marker for now.
- Waiting on someone — approvals, arrivals and finished bookings that need an action. “Nothing is waiting on anyone” when you are clear.
- The next seven days — booked time against the time each resource is really free.
How Bookings connects#
- Calendarevery booking appears on the calendar of the person booked; anyone sharing that calendar sees only that the time is taken
- CRMthe customer is a contact; the booking shows on their timeline
- Inboxa booking waiting for approval is an approval item with Approve and Decline
- Automationsseven booking events can start an automation
- Timelineevery change to a booking is in its history
- Searchbookings are findable by people with View Bookings
- Tasksa hotel turnover or a consultation follow-up becomes a task
- Financeprice and deposit are recorded; collecting them is not built yet
Bookings shows and starts other modules’ records but never owns them: a follow-up is a task in Tasks, a note is a CRM note, money is Finance.