Bookings page

The Bookings page is your central workspace for every appointment in the admin panel. Use it to scan workload, switch between four complementary views, filter down to one customer or service, and open detail modals.

Summary cards

At the top, Bookings summary shows three cards for the selected summary period (same period pills as elsewhere in admin):

Change the period with the pills on the right. The date range is shown under the heading.

On the Groups (classes) tab only, a second row of cards appears — Group rows, Sessions, Attendee seats (sum), and Paid total. Those cards follow the table filters, not the summary period pills.

View tabs — which one should I use?

Below the summary, four tabs switch how bookings are organised. They use the same icon set as the admin panel:

List tabs (Bookings, Series, Groups) share the filter drawer and toolbar. The Calendar tab uses the same filter context but hides the filter toolbar — adjust filters on a list tab first, or open calendar from a filtered customer link.

Bookings — individual appointments

view_listBookings

One row = one appointment (single session, even when part of a larger package).

Use this default view to:

• Search and paginate through every booking
• View a booking → booking detail modal
• Rebook from an existing appointment

Columns include schedule, customer, receivers, service, team, status, and payment snapshot. This is the right view when you already know which booking you need.

Series — one customer’s multi-session package

account_treeSeries

One row = one booking series — a set of linked occurrences sold or scheduled together (for example a 10-session course booked by one customer).

Use this view when the unit of work is the series, not a single date:

• See first/last session and status mix for the whole package
• Open Series detail → series booking detail
• Manage many occurrences at once (confirm, complete, cancel)

Services that allow multiple receivers per booking still appear here when bookings belong to a series. One-off sessions without a series stay in the Bookings tab only.

Groups (classes) — service + team roll-up

groupsGroups (classes)

One row = one service and team rolled up across your filtered date range. Multiple series on the same class line appear as one row.

Use this view for operational class management:

• Occupancy — filled seats vs capacity
• Paid total and outstanding value for the line
• First and last session in range
• Open Group overview → group class detail

A note under the table explains the roll-up: every matching booking on that service/team is aggregated, even when they come from different customers or series.

Calendar — time-based layout

calendar_monthCalendar

Appointments on a timeline instead of a table. Switch between week, fortnight, and month layouts.

Use this view when when matters more than who:

• Scan team workload across days
• Click a booking → booking detail modal
• Click a series badge on an event → series detail modal
• Preview popover for quick context before opening detail

See also Calendar views for view modes and employee calendar differences.

Filters and search

On Bookings, Series, and Groups, open Filters & search to narrow results:

• Search — match booking ID, service, customer, team, or status text
• Status — created, awaiting quotation, pending acceptance, confirmed, paid, completed, cancelled
• Scheduled dates — from / to range
• Customer, service, and team selectors
• Receiver name
• Booking ID
• Include cancelled and Include off-system toggles (off-system bookings are hidden by default)

The badge on the filter button shows how many filters are active. Use Clear all inside the drawer to reset.

Toolbar actions

On list tabs:

• Booking — open the add-booking modal (also available from the global header)
• Cancellations report — open a report modal for cancellation activity in the filtered scope

Detail modals — how views connect

From almost any detail modal you can drill further (for example series → single booking, or group slot → bookings in that session).

Related

• Booking detail
• Series booking detail
• Group class detail
• Create and edit bookings
• Calendar views
• Booking series and recurring
• Cancel and reschedule