Accessing Booking Management
From the sidebar, click Dashboard, then select Bookings.
Viewing and Filtering Bookings
The Booking Management page lets you view and track all your service appointments in one place.
You can find bookings using the following options:
- Search: Search for a specific booking.
- Status Filter: Filter bookings by their current status.
- Date Range: View bookings within a specific date range.
Click any booking to open its details and view its information.
Creating a Booking Manually
To create a booking yourself, click New Booking in the top-right corner of the Booking Management page. You can also select Bookings > New Booking from the sidebar.
The booking form has five steps:
- Client Info: Enter the customer's information.
- Service Details: Select the service and provide the required details.
- Service Items: Select any applicable service items or add-ons.
- Date & Time: Choose the appointment date and time.
- Notes: Add any additional information about the booking.
Each field includes an information icon if you need help understanding it. A summary on the right displays the booking details and total price.
Booking Form Widget for Your Website
Booky AI also provides a booking form widget that you can add to your website, allowing customers to book your services directly.
To learn how to set it up, go to Bookings > Widget from the sidebar and follow the setup instructions.
How Booking Payments Work
For paid services, a booking may remain Pending until the customer completes the required payment or authorizes the charge.
The customer receives an email with instructions to pay in advance or authorize the payment. When authorization is used, the charge can be held and collected when the booking is completed, according to your payment setup.
If the required payment or authorization is not completed within the configured time limit, the booking slot may be released.
To configure this time limit, go to Settings > Business Settings and adjust the Payment Expiry Timeout setting.
Viewing Booking Details and Actions
Open any booking from the Booking Management page to view its details.
The three-dot menu on the booking details page provides available actions based on the booking's current status and your Booking Actions configuration.
These actions may include rescheduling, cancellation, updating the booking status, or completing the service.