The Bookings tab

The lists

The cards are Requests (waiting for your answer), Upcoming, Past and Canceled. Under them, Recently Booked shows the newest bookings, Closed holds requests you declined or that ran out, and Archived holds what you tidied away. Long lists show ten rows at a time, with Previous and Next at the bottom.

When requests are waiting, an amber bar above the cards says how many. Select Review to open them. The page never switches lists on its own, so it stays where you left it.

Search and dates

Search by name or email in the box above the list. The cross on its right clears the text in one click. The date button opens one calendar where you pick a start and an end, or a quick range. By default there is no date limit, so you see everything.

What each row offers

Select a row to open it. You see the date, time, location, the time zone, the answers the booker gave to your form questions, where the booker came from when it is known (for example a QR code or a link button), and your own meeting notes. The three dots open the actions:

• Reschedule and Cancel for upcoming meetings.
• Add meeting notes, a private note on this booking.
• Attendee, to see everything this person booked.
• Resend confirmation, which emails the booker their confirmation again. It is only offered for confirmed meetings that have not happened yet.
• Copy booking link, the page where the booker can reschedule or cancel, ready to send to them.
• Archive for past and canceled bookings, to tidy the lists.

Completed and no show

After a meeting, open its menu in the Past list and choose Mark as completed or Mark as no show. A badge shows it in the row, and Clear this mark takes it back. A no show can be marked once the meeting has started. The marks also count on the Attendees tab and in Analytics.

Exporting to a spreadsheet

The Export button offers This list (CSV), which follows your search, dates and the list you are in, and All bookings (CSV). The file has name, email, status, outcome, date and times, the booker's time zone, their answers, your notes and the reference of each booking. Cells that start with a character a spreadsheet would read as a formula are stored as plain text.

Booking for a client

Select New booking. A window opens with the same booking page your clients see, with exactly the times they could book. Pick a time, enter the client's name and email, and confirm.

The booking is confirmed at once, even when the event asks for approval. The client gets the confirmation email, and the booking is marked as made by you in your Analytics. It is not available for events that take payments.

FAQ