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Managing Booking Details

What you will learn​

In this tutorial, you will learn how to create, delete, reschedule, and manage bookings, as well as how to update booking statuses and understand booking details.

How to create a booking​

  1. Go to the Bookings section
  2. Click the "+ Create booking" button
  3. Add the parameters:
  • Service
  • Resource
  • Client (if the client hasn't booked before, you can create a new client)
  • Comment: You can leave an internal comment for colleagues
  • Booking Mode:
    • Available slots
    • Force time: Force Time ignores availability and working hours. The booking will still be created even if the resource is not available or the time is outside working hours.
  • Date
  • Time
  1. Click the "Create Booking" button

How to delete a booking​

  1. Click on the booking that needs to be deleted
  2. Click the three dots
  3. Click the "Delete Booking" button

If you need to delete a booking for a specific person in a group/ticket service:

  1. Find the person whose booking you want to delete
  2. Click the "Delete" button

How to reschedule a booking​

  1. Click on the reservation that needs to be rescheduled
  2. If it's a group or ticket-type service, click on the client whose booking you want to reschedule
  3. Click "View full details"
  4. Find the "Service & Resource" section and click the edit button
  5. Select the new information
  6. Click the "Update booking" button

Alternatively, you can drag and drop the reservation to another time slot if you want to reschedule it for the same day.

How to change the resource for a booking​

If you have a situation where you need to change the resource (for example, if an instructor is unavailable), you can change the resource for this reservation if both resources offer the same service.

  1. Choose the booking that needs a resource change
  2. Drag and drop it to another resource

You can also edit the time for the reservation if needed.

How to change booking statuses​

In Bookla, there are several booking statuses:

  • confirmed: The booking is approved and confirmed
  • pending: The booking is waiting for approval or payment
  • finished: The service has been completed and the booking is finished
  • cancelled: The client cancelled the booking
  • no_show: The client did not show up for the booking
  • rejected: The merchant rejected the booking
  • failed: The booking failed

To change these statuses (for example, from pending to confirmed), follow these steps:

  1. Find the reservation
  2. Find the client
  3. Click on the status
  4. Select the new status
  5. Click the "✓" button

Booking details​

You can see multiple things in the booking details:

  • Booking ID
  • Booking type
  • Date & time: The date and time of the booking
  • Duration: Service duration
  • Booking policy
  • Client initiated: Shows whether the booking was made by a client or an employee
  • Created at: When the booking was created
  • Updated at: When the booking was last updated

Slot information: Here you can see how many participants are booked and how many slots are still available

Summary: Here you can see:

  • Total participants
  • Total revenue
  • Average per booking
  • Statuses

Conclusion​

You now know how to manage bookings in Bookla, including creating, deleting, rescheduling, updating resources, and changing booking statuses, as well as understanding booking details.