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.
Schedule & details
Change appointment time, assigned team context, or other amendable fields without leaving the modal.