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Viewing & Managing Bookings

Once bookings start flowing in, you need an easy way to find, review, and act on them. This guide covers the bookings table and the booking detail page.

The Bookings Table​

Navigate to Bookings > Rentals or Bookings > Experiences from the sidebar. The table lists all your bookings with the most recent ones first.

Table Columns​

ColumnDescription
Booking #The unique booking reference number.
Booking dateWhen the booking was created.
CustomerThe name of the customer. Click to jump to their profile.
StatusThe current booking status, shown as a color-coded badge.
Pick up dateThe scheduled pickup date and time.
Return dateThe scheduled return date and time.
PriceThe total booking price.
Payment statusPayment status -- Paid, Unpaid, Partially Paid, Refunded, or Partially Refunded.
ActionQuick action buttons for pickup and return.

Sorting​

Click any column header to sort the table by that column. Click it again to toggle between ascending and descending order.

Searching​

Type in the Search bookings bar to filter by:

  • Booking ID
  • Customer name
  • Customer email

Results update instantly as you type.

The bookings table with a search term entered and filtered results displayed.

Quick-View Tabs​

The tabs above the table give you quick views into different booking states:

  • All bookings -- every booking
  • Upcoming pick ups -- bookings with upcoming pickup dates
  • Next returns -- bookings due to be returned soon
  • Shortages -- bookings with inventory shortage issues

Each tab shows a count of bookings in that state.

Filtering by Status​

Use the Status dropdown above the table to filter by a specific booking status:

  • Confirmed -- upcoming bookings
  • Picked Up -- rentals currently out with customers
  • Returned -- rentals that have been returned
  • Completed -- finished bookings
  • Cancelled -- canceled bookings

Filtering by Date​

  1. Click the Filter by date button above the table.
  2. Select the date range you want to filter by.
  3. Click Apply.

The table updates to show only bookings that fall within your selected range.

Filtering by Tag​

If you use booking tags, select a tag from the Tag dropdown to see only bookings with that tag.

Filtering by Payment Status​

Use the Payment status dropdown to filter by Paid, Unpaid, Partially Paid, Refunded, or Partially Refunded.

The Booking Detail Page​

Click any booking row to open its detail page. This is where you manage everything about a single booking.

Opening a booking from the bookings table to view its full details

Page Header​

At the top of the booking detail page you will see:

  • The booking number and status badge (e.g. "Booking detail - #144 Confirmed")
  • An Action dropdown with options: Edit, Download Packing Slip, Download Invoice, and Cancel booking
  • A Pick up button (or Return button if items have already been picked up)

Booking Details Tab​

The Booking details tab is the default view and shows:

  • Customer -- name, email, and phone number
  • Rental period -- booking made date, pick up date & time, return date & time, and rental duration
  • Booking type -- Rental, Experience, or Store
  • Booking source -- POS, Widget, or API
  • Booking notes -- notes added by your team, with an Add note link
  • Items in booking -- a table of all products with SKU, inventory unit, unit price, quantity, price, and status
  • Booking tags -- any tags assigned, with an Add tags link
  • Booking participants -- participant names and waiver status
  • Pricing breakdown -- subtotal, taxes, total (with payment status badge), and amount due
  • Add payment button -- for recording payments
  • Email Actions -- buttons to Send Confirmation or Send Reminder

History Tab​

The History tab shows a chronological timeline of every action taken on the booking, titled Booking History. Each entry includes:

  • A description of the action (e.g. "Booking #144 was created")
  • A status badge
  • The date and time

The booking detail page with the Booking details tab active, showing customer info, items, and pricing breakdown.

Quick Actions from the Detail Page​

From the booking detail page you can: