Section 17 1 min read

Managing bookings

Bookings shows tabs for Upcoming, Past, Cancelled, Needs attention and All, with search, host, status and date filters. Each row shows when, the reference, the invitee, the hosts, the status and the calendar sync state. Export CSV downloads the current view.

Open a booking to see the full details: time in the intake's zone and the invitee's, the invitee's contact details, hosts and how they were assigned, the location and Teams link, the intake answers, the calendar synchronisation log, the history and the emails sent.

Actions on the right:

  • Reschedule. Pick a date and a free time; the invitee and hosts are emailed. Staff rescheduling ignores the invitee cutoff.
  • Reassign host to another team member; the calendar event and invitations update.
  • Mark completed or Mark no-show after the meeting.
  • Resend confirmation email.
  • Get manage link to copy, the link the invitee uses to reschedule or cancel themselves.
  • Retry calendar sync when synchronisation needs attention.
  • Cancel booking with an optional reason shared with the invitee.
  • Internal notes, never shown to the invitee.

Statuses: Pending, Confirmed, Reschedule pending, Cancellation pending, Cancelled, Completed, No-show, Failed, Needs sync attention.