Bookings List
Review bookings, reschedule, and cancel appointments.
Filter bookings
- Use Event Type to filter bookings.
- Switch between Upcoming, Past, All, and Calendar.
Calendar view
In the Calendar tab:
- Filter by event type again.
- Click View to open details.
- Click Reschedule to pick a new slot.
Booking details
The details drawer shows:
- Invitee name and contact details
- Scheduled time range
- Resolved location, meeting link, and notes (if provided)
Actions:
- Reschedule opens the reschedule dialog.
- Cancel cancels the booking.
- Copy or open a meeting link when the booking has a resolved online location.
Reschedule a booking
1
Open reschedule
Click Reschedule from the calendar view or booking details.
2
Pick a new slot
Choose a date and select a time. The dialog keeps the assigned staff member when the booking has one.
3
Choose notification behavior
Leave Send updated confirmation to the invitee on when the invitee should receive the new details.
4
Save
Click Save Reschedule.
When a booking has a connected Google Calendar or Zoom meeting, rescheduling or canceling also updates the connected calendar event or meeting when possible.
Invitee manage links
When invitee self-service is enabled for an event type, booking messages can include manage links for the invitee.
- Manage booking shows the current time, location, meeting link, status, and available actions.
- Reschedule lets the invitee choose a new available time with the same event type and assigned staff member.
- Cancel cancels the booking online and can collect a required reason.
- If the cutoff window has closed or an action is disabled, the manage page explains why the action is unavailable.
Related Help Docs
Updated May 5, 2026
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