Complete a Booking

Complete a Booking

Marking a booking as complete ensures that all concluded sessions are accounted for and helps keep your workspace organised. It also makes it easier to track the progress of your advisory services.

Things to Keep in Mind
  1. Owners and Managers can mark any booking as complete.
  2. Recently concluded bookings appear at the top of the Needs Action tab.
How to Complete a Booking
  1. Go to Bookings: Navigate to Bookings from the sidebar.
  2. Open the Needs Action Tab: Select the Needs Action tab to view bookings that require status updates.
  3. Most-recently concluded booking appears on the top. Click on the booking to open the Booking Summary and select Mark as Complete.
    1. Alternatively, you can also complete it from the Bookings list view for taking a quick action.
    2. Once marked as Complete, the booking will move to the Completed tab for future reference.

Need More Help?
Contact our support team.

    • Related Articles

    • Cancel a Booking

      Sometimes, cancelling a booking is unavoidable. Cancellations can be made at any time, however, refunds will be processed to your customers based on your workspace’s policy. Things to Keep in Mind Cancellation policies vary, read more about the ...

    • Reassign a Booking

      Sometimes, a booking needs to be handled by a different team member due to availability or expertise. Your workspace allows you to easily reassign bookings to another member serving the same plan. Things to Keep in Mind Only Owners and Managers can ...

    • Upload and View Files

      You can manage documents for a booking in your workspace. Easily access any order-related files directly from the Booking Summary tab. Things to keep in Mind Supported Files: You can upload .pdf, .xlsx, .xls, .json, .jpg, .txt and .csv files. ...

    • Book a Follow-Up

      There will be instances when a single meeting won’t cover everything. Follow-ups let you help customers continue the conversation without additional charges, ensuring a smooth customer experience. Things to Keep in Mind No Extra Charge: Follow-ups ...

    • Track Bookings

      Tracking bookings are an important part of managing your workflow, and ensuring that pending tasks are completed on time. Things to Keep in Mind Access: Owners and Managers can view and act upon all workspace bookings. Booking Status: Personal ...