Within the detailed view of your bookings, you can see all participants, contact them, edit appointments and cancel appointments if needed. You can also look back at past appointments and create an invoice for an appointment.
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Managing bookings
You can find all your appointments directly under Bookings in your dashboard. Your schedule always opens on the current month.
- Use the month picker to switch between months. You can go back to any previous month and look up to 12 months ahead.
- Click Today to jump back to the current month.
- Appointments that have already taken place are grouped under Past. Click Show more to see them.
Each appointment card shows the time of the appointment. An appointment that is taking place right now is marked NOW, and appointments that start soon show how many minutes are left, for example in 15 min.
Click on an appointment to open the details panel on the right.
- View all participants
- See contact details
- Check booking information
- See the location of the appointment
Use the Contact all attendees button to send an email to everyone who booked this appointment.
Create an invoice
You can create an invoice for an appointment directly from your schedule.
- Go to Bookings in your dashboard
- Find the appointment in your schedule
- Click Create Invoice on the appointment card
- Complete your invoice in the invoice editor that opens
Good to know: If you haven't set up payments yet, you're first guided through the payment setup. After that, you can create your invoice.
Edit an appointment
You can edit an appointment directly in the details panel. Editing is available on all plans, including the free Bookings Lite plan.
- Go to Bookings in your dashboard
- Click on the appointment to open the details panel
- Click Edit
- Make your changes
- Save your changes
What you can edit depends on the type of appointment:
- One-on-one and group appointments: the appointment details
- Fixed sessions: the number of seats
Important: Your attendees are not notified when you edit an appointment. The edit form also reminds you of this. If your changes affect your attendees, let them know yourself, for example with the Contact all attendees button.
Good to know: If you cancel, click outside the panel or select Reschedule before saving, you're asked to confirm whether you want to discard your unsaved changes.
Edit or reschedule?
Use Edit to change the details of an appointment. To move an appointment to a different date or time, use Reschedule instead. You can find it in the three dots (⋮) menu of the appointment. Rescheduling is available with Bookings Essentials only.
Unlike editing, rescheduling automatically sends your attendees an email with the new date and time.
Learn more in How do I reschedule an appointment in Bookings?
What can't be edited
- Past appointments
- The number of seats on open slot appointments
- The duration of an appointment. You can't change it with Edit or Reschedule. To offer a different duration, create a new event with the new duration instead.
Good to know: Changing an event doesn't update appointments that already exist for it. If you want to change these appointments too, edit each one individually.
Booking notifications
You receive a notification email whenever a booking is created or cancelled. When you edit an appointment, no notification email is sent.
Participant details such as name and email address are available in the booking details.
Cancel an appointment
If you need to cancel an appointment, we recommend informing participants in advance and offering alternatives if possible.
- Go to Bookings in your dashboard
- Open the appointment
- Click on the three dots (⋮) menu
- Select Delete
The appointment is deleted and all participants are notified automatically.
Important: Deleting an appointment doesn't refund payments your attendees made for it, and refunding a payment doesn't delete the appointment. If you want to refund an attendee, do this separately. Learn how in Manage refunds for your payments.
Good to know: Past appointments can't be rescheduled or deleted. This also applies to appointments where an attendee didn't show up.