Track Bookings
Tracking bookings is 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: Bookings are organised into three tabs: Upcoming, Completed, and Needs Action.
- Manage Pending Work: Use the ‘Needs Action’ tab to keep track of incomplete tasks and ensure they are resolved.
How to Track Bookings
- Go To Bookings: Navigate to Bookings from the side.
- Understand the Tabs:
- Upcoming: View all scheduled bookings that are yet to take place. Use this to plan your day and prepare in advance.
- Completed: Find bookings that have been Completed or Cancelled - either by you or the customer.
- Needs Action: Manage Completed or Pending bookings that require updates. You can:
- Extend bookings or schedule follow-ups.
- Mark bookings as Completed.
- Cancel bookings.
Need More Help?
Contact our support team.
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