Bookings Overview
Your bookings dashboard is where you manage all your appointments — view upcoming bookings, create manual bookings, track payment status, and handle cancellations or no-shows.
The Bookings Dashboard
When you click Bookings in the left sidebar, you'll see all your appointments in a list view with two tabs:
- Latest — Shows bookings sorted by most recently created
- Upcoming — Shows bookings sorted by upcoming appointment date
List view columns (desktop):
| Column | What it shows |
|---|---|
| Customer | Name, email, and booking reference |
| Service | Service name (with colour dot), bundle name if applicable, and notes |
| Date & Time | Appointment date and time range |
| Status | Booking status badge |
| Payment | Payment status badge |
| Time Left | Countdown to the appointment |
| Actions | Dropdown menu with available actions |
On mobile, bookings display as cards with the same information in a compact layout.
Calendar View:
Click the Calendar button to switch to a visual calendar view of your bookings. This shows your schedule at a glance with bookings displayed as blocks on the calendar. You can view by day, week, or month.
Each service has a calendar colour you set during service creation. This makes it easy to identify different appointment types in the calendar view.
Booking Statuses
Every booking has two badges: a booking status and a payment status.
Booking statuses:
| Status | Colour | Meaning |
|---|---|---|
| Confirmed | Blue | The booking is confirmed and scheduled |
| Pending | Yellow | Waiting for confirmation |
| Pending Payment | Orange | Booking created, awaiting payment |
| Completed | Green | The appointment has taken place |
| Cancelled | Red | The booking was cancelled |
| No-Show | Amber | The customer didn't attend |
| Rescheduled | Purple | The booking has been moved to a new time |
| Unassigned | Teal | No agent has been assigned to this booking |
| Abandoned | Grey | The customer started but didn't complete the booking |
Payment statuses:
| Status | Colour | Meaning |
|---|---|---|
| Paid | Green | Payment has been received |
| Unpaid | Grey | Payment is outstanding |
| Free | Blue | The service has no charge |
Creating a Booking Manually
Bookings can come from several sources — your online booking page, Syntra (voice or chat), Telegram, or manual creation. The booking list shows the source when a booking was created by Syntra (labelled "Syntra Voice" or "Syntra Chat").
You can also create bookings manually for walk-ins, phone bookings, or when a customer can't book online.
To create a booking:
- Go to Bookings in the left sidebar
- Click New Booking — a sidebar panel opens on the right
- Fill in the booking details:
Contact:
- Search for an existing customer or enter new customer details
Service:
- Select from your available services
- If the service has variants, choose the duration/price option
Date & Time:
- Pick a date and select from available time slots (unavailable slots are greyed out)
Agent (if enabled):
- Assign to a specific staff member
Extras:
- Add any service extras or add-ons with quantities
Coupon:
- Apply a discount code if applicable
- Review the price summary showing:
- Service price
- Extras total
- Coupon discount (if applied)
- Tax (if configured)
- Final total
- Click Create Booking
The booking sidebar checks your real availability — you'll only see time slots that are actually free based on your schedule and existing bookings.
Viewing Booking Details
Click on any booking (or select View Details from the actions menu) to open the booking details dialog. The dialog has three tabs:
Details Tab
Customer Information (editable):
- First name, last name, email, phone
- Link to CRM contact profile (if linked)
Service Details:
- Service name with colour indicator
- Duration and price
- Bundle name (if part of a bundle)
Appointment:
- Date and time with timezone
- Time remaining countdown
- Assigned agent
Payment:
- Payment status
- Total amount
- Payment method details (card brand and last 4 digits, if saved)
Fees (if cancellation policy is enabled):
- Late cancellation fee amount and status
- No-show fee amount and status
- Fee status tracking: pending, charged, failed, or refunded
Notes:
- Editable notes field (visible only to you and your team)
Form Responses Tab
If the service has a custom booking form, this tab shows the customer's responses — displayed as question and answer pairs.
Extras Tab
View and manage service extras attached to the booking:
- Add or remove extras after creation
- Adjust quantities
- See updated pricing with extras included
Booking Actions
Each booking has a set of actions available depending on its current status and timing. Access these from the actions dropdown (⋮) on each booking row or from within the booking details dialog.
| Action | When Available | What it Does |
|---|---|---|
| View Details | Always | Opens the booking details dialog |
| Reschedule | Confirmed bookings, before appointment time | Move to a different date/time |
| Complete | Confirmed bookings, on or after appointment date | Mark as completed |
| Cancel | Confirmed bookings, before appointment time | Cancel the booking |
| Mark No-Show | Past confirmed/completed bookings | Record that the customer didn't attend |
| Mark Paid | When payment status is unpaid | Change payment status to paid |
| Charge Fees | When saved payment method exists | Charge late cancellation or no-show fees |
| Refund Fees | When fees have been charged | Refund previously charged fees |
| Resend Confirmation | Non-completed, non-cancelled bookings | Send the confirmation email again |
| Delete | Cancelled, completed, or abandoned bookings | Remove the booking record |
| Add Booking | Always | Create a new related booking for this customer |
Fee charging (late cancellation and no-show fees) requires the customer to have a saved payment method. Fees are calculated based on the cancellation policy configured on the service — either a percentage or fixed amount.
Filtering and Searching
Use the filter bar to narrow down your bookings:
Status filter:
- All Statuses, Confirmed, Pending, Pending Payment, Cancelled, Completed, No-Show, Unassigned, Abandoned
Payment filter:
- Paid or Unpaid
Agent filter (if agents module is enabled):
- Filter by assigned staff member
Date range:
- Select a custom date range to view bookings within a specific period
Search:
- Search by customer name, email address, or booking reference
You can combine filters — for example, show only "Confirmed + Unpaid" bookings for this week, or all "No-Show" bookings for a specific agent.
Exporting Bookings
Export your booking data to CSV for use in spreadsheets or other systems.
To export:
- Click the Export button at the top of the bookings page
- Choose which statuses to include (select one or more):
- Confirmed, Pending, Cancelled, Completed, No-Show, Rescheduled
- Set a date range for the export
- Click Export
The CSV file includes booking details, service information, customer data, form responses, and any service extras with quantities and pricing.