How to manage your calendar bookings

Every sleep assessment call and consultation parents book lands in one place: your Bookings tab.

Before you start, you need an event (see How to set up your calendar events) and a page where parents can book (see How to offer free calendar bookings or How to sell your calendar bookings).

Open your bookings

1. In the menu bar, click CRM, then Calendar.
2. Click the Bookings tab.

What you see for each booking

• Event name: the name you gave the event.
• Date and time: when the booking starts.
• Event duration: the length you set for the event.
• Status: Scheduled (confirmed for a future date), Upcoming (happening soon), Past (already happened), Canceled (canceled by you or the parent) or Rescheduled (moved to a new date or time).
• Payment: Free for free events, Completed for paid bookings.
• Event type: Individual or Group.
• Invitee: the parent who booked. Click the name to open their contact page.

Filter your list

Use the filters at the top right, then click the blue button to apply them:

• Event name: show only one event, such as your paid consultations.
• Status: show only bookings with one status.
• Custom range: pick dates on a calendar, or use a quick option such as Last 30 days, This month, Last month or All time.

Manage a booking

Click the three dots next to a booking:

• Reschedule booking: pick a new date and time and click Apply. You and the parent both get an email with the new details, and reminders are updated to the new time.
• Cancel booking: click Confirm in the popup. You and the parent both get an email about the cancellation.
• Booking details: see the event name, time, duration, location, payment status, the parent's name and their answers to any custom questions, such as their child's age.

For more detail, see How to reschedule or cancel calendar bookings. To review the whole setup from the start, see How to use the booking calendar feature on SleepPRO™.