Booking detail
The booking detail modal — tabs, status actions, and payment tools for one appointment.
Open booking detail when you need to work on one appointment. It appears from:
- Bookings tab → View on a row
- Calendar tab → click an event → View details
- Series or Group detail → open a single booking from the occurrences list
The modal title shows Booking # followed by the ID.
Header actions
Quick actions in the header vary by status and permissions, and may include:
- Change status — move the booking through its lifecycle
- Send pay link — when payment is still outstanding
- Cancel booking — staff cancellation flow
- Rebook — start a new booking prefilled from this one
- Full edit — deeper edit form when available
If the booking belongs to a series, a series badge links to Series booking detail.
Detail tabs
Sections use the same tab icons as in admin:
| Tab | Icon | Contents |
|---|---|---|
| Overview | Schedule, customer, receivers, team, service, option, notes, payment snapshot, lifecycle panel | |
| Money | Charges, payments, refunds, credits, subscription assignment | |
| Schedule & details | Reschedule, duration, location, and booking field amendments | |
| Questionnaires | Submitted answers linked to this booking | |
| Skills | Skill progress tracked on this appointment |
Overview
The Overview tab is the default starting point:
- Booking summary — status, when, who, what, and money at a glance
- Lifecycle panel — confirm, complete, or other state transitions allowed for this status
- View history — expandable timeline of changes to the booking
Money
Review pricing, payment term, gateway, and transaction totals. Record or reconcile payments when your role allows.
The Pricing & payments section separates the original Service charge from later Additional charges. Admins can add an additional charge before or after the appointment, send or resend a charge-only payment link, add a manual payment, and open transaction previews from the same list. Additional charges affect the booking balance, but paying them does not change the booking lifecycle status; only payment of the original service charge can settle or confirm the booking.
Schedule & details
Change appointment time, assigned team context, or other amendable fields without leaving the modal.
Extend booking (admins)
When an appointment runs longer than planned, admins can extend it without rescheduling. Below the scheduled time, the Extend booking section keeps the start time fixed and pushes the end time later:
- Quick buttons add a fixed amount: +5 min, +10 min, +15 min, +30 min, +1 hr, +3 hr, and +6 hr. Each click applies immediately.
- Custom lets you pick an exact new end time. It must be after the booking start (and later than the current end).
The longer window is saved on the booking, so the extra time is automatically treated as busy in availability and the public booking widget. Extending can never overlap another booking for the same team — reschedule or cancel the conflicting appointment first. If the extension runs into team time off, tick Allow over team time off (admin) to override when your policy allows it.