Track a booking

For building an online advisory, it is very important to be prepared and track bookings to make sure pending work gets completed diligently.

You’ll find 3 tabs in ‘Bookings’:

1. Upcoming: All the bookings that are yet to happen, will be visible here. This is how your upcoming days look like.
2. Completed: Bookings that were marked as completed or were cancelled by either you or the customer, will show up here.
3. Needs action: The pending work, or bookings whose status has to be updated, is visible here. You could extend or book follow-ups, mark as complete and cancel bookings from this tab.