ServEaseDocumentation

Series booking detail

The series detail modal — occurrences, status breakdown, and bulk lifecycle actions.

Open series detail to manage every appointment in one booking series — typically a multi-session package or recurring block booked together by one customer.

Reach it from:

  • Bookings page → Series tab → View on a row
  • Calendar tab → click a series badge on an event
  • Group class detailSeries tab → open a series

A series is not the same as a subscription. A series is a fixed set of dated occurrences; subscriptions are ongoing billing relationships. See Booking series and recurring.

Summary header

The top of the modal summarises the package:

  • Customer, service, and team
  • First booking and Last booking dates
  • Price per booking and Total duration
  • Status breakdown — counts and percentages by status (created, confirmed, paid, completed, cancelled, etc.)

Occurrences

The main panel lists every booking in the series.

Filters

Narrow the list:

  • Upcoming — sessions on or after today (default)
  • All — every occurrence
  • Past — sessions before today

List and calendar modes

Toggle List or Calendar to review occurrences by date. The calendar highlights days that have sessions and opens the same actions as the list.

Row actions

For each occurrence you can:

  • ViewBooking detail for that session
  • Confirm, Complete, or Cancel when the current status allows

Bulk actions

Select multiple occurrences, then:

  • Confirm selected
  • Complete selected
  • Cancel selected

Bulk lifecycle actions require all selected bookings to belong to the same service. Mixed selections show an error.

Confirmation dialogs explain that cancellation cannot be undone.

When to use Series vs Bookings

QuestionUse
“Cancel next Tuesday’s session only”Booking detail from the occurrence
“Confirm all remaining sessions in the package”Series detail → bulk confirm
“How many sessions are left unpaid?”Series detail → status breakdown + Money on each booking

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