How to Manage All Your Bookings in the Schedule

The Schedule view is the central control panel for all booked sessions in your platform.

This is where you monitor, filter, review, and manage scheduled bookings across operators, services, and booking events.

How to Access the Schedule

Navigate to:

Bookings → Schedule

Here you will see a chronological overview of all upcoming and past bookings.

Understanding the Schedule View

Each booking entry shows key information at a glance:

• Date – grouped by day
• Time range – start and end time of the session
• Booking event name – for example Coaching
• Customer name and email
• Color indicator – reflects the operator color for quick visual scanning

This makes it easy to understand who is meeting whom, when, and for what.

Viewing Booking Details

Click Show Details on a booking to expand it.

You will see:

• Location
  • Meeting link (Zoom, Google Meet, etc.) or physical location
• Service
  • Which service was booked (if applicable)
• Operator
  • The assigned host
• Customer details
  • Name
  • Email
• Actions
  • Cancel event

This expanded view gives you everything you need to manage the booking without switching tools.

Filtering Bookings

Click Filter Bookings to narrow down the schedule view.

You can filter by:

• Booking
  • Show bookings from a specific booking event
• Operator
  • View bookings for one specific operator
• Service
  • Useful when multiple services exist in the same booking
• Date range
  • Start date
  • End date

Common Use Cases for Filters

• Reviewing bookings for a single coach
• Preparing for upcoming sessions this week
• Checking all bookings for a specific service
• Auditing bookings over a specific time period

Filtering helps keep the schedule manageable as volume grows.

Canceling a Booking (Very Important)

To cancel a session, always use:

Schedule → Show Details → Cancel Event

Why this matters

If an operator has a connected calendar (for example Google Calendar):

• ❌ Do not delete the event directly in Google Calendar
• ✅ Always cancel the booking from the Schedule view

Canceling a booking from Schedule ensures that:

• The booking status is updated correctly in the system
• The time slot is released and becomes available again
• The operator’s synced calendar is updated correctly
• No “ghost bookings” remain in availability or scheduling logic

Important: Customer Notifications on Cancellation

When you cancel a booking from Schedule, no automatic notification is sent to the person who booked the session.

This means:

• The system does not send a cancellation email to the customer
• You must handle customer communication manually

How to notify the customer

You can notify the customer in one of the following ways:

• Go to the customer’s profile in the CRM and send an email from there
• Use your regular email client (Gmail, Outlook, etc.) to contact the customer directly

What Happens When You Cancel a Booking

When a booking is canceled from Schedule:

• The session is removed from the operator’s availability
• The synced calendar event is updated or removed
• The booking no longer blocks future time slots

By always canceling bookings from Schedule — and handling communication intentionally – you ensure correct syncing, clean availability, and a professional customer experience.

Best Practices for Using Schedule

1. Use Schedule Daily

Make it a habit to check Schedule daily to:

• Prepare for upcoming sessions
• Spot conflicts early
• Stay aligned with operators’ workload

2. Filter Before You Act

If you manage multiple operators or services:

• Filter before reviewing or canceling
• This reduces mistakes and saves time

3. Never Manage Bookings Outside the Platform

Even with synced calendars:

• Do not move, delete, or edit bookings externally
• Always return to Schedule for changes

4. Use Operator Colors for Fast Scanning

Operator color indicators make it easy to:

• See who is booked at a glance
• Identify workload distribution visually

Schedule as Your Booking Control Center

The Schedule view is designed to scale with you — whether you manage:

• Simple 1:1 coaching
• Multi-operator teams
• Multiple services
• High-volume automated scheduling

By handling all booking management from Schedule, you ensure accuracy, consistency, and a smooth experience for both customers and operators.