Manage client bookings

Once a client books a session, it appears under Bookings. Use this list to review what was booked, move or cancel an upcoming session, and open its meeting.

Find a booking

Use Upcoming for sessions that have not happened yet and Past for earlier sessions. The Search field filters the visible list by client name or offer name.

Each upcoming booking shows the client, offer, time, meeting location, and status. Select the booking card to open its full details.

Review booking details

The Booking details panel brings the session information into one place:

• the client’s name, email, and booking status;
• the purchase date, offer, booked date and time, location, and amount;
• the session name, duration, and its position within a multi-session offer;
• answers the client provided while booking, when the offer collected them.

Select Client profile when you need the client’s wider history. Select Join meeting to open the session’s meeting link; this button appears only when the booking has a meeting URL.

Closing the panel does not change the booking. It remains under Upcoming or Past, depending on its date.

Reschedule an upcoming session

Rescheduling keeps the same session and meeting location but moves it to another open time from the offer’s availability. Completed, cancelled, and archived bookings cannot be rescheduled.

1. Select the (⋮) button on the right of an upcoming booking, then choose Reschedule.
2. Under Add a note, explain what changed if the client needs context. The note is optional.
3. Continue to the date and time picker. Check the Timezone, then choose an available date and time; the session keeps its existing duration.
4. Review the former and new date and time, meeting location, and timezone. Confirm the reschedule when they are correct.

The updated booking shows the new time. Its details also show the former time and the reason for rescheduling when you added one.

Cancel an upcoming booking

Cancelling notifies the client and frees the time slot for someone else to book. This changes the booking rather than removing its record.

1. Select the (⋮) button on the right of the booking, then choose Cancel booking.
2. Review the consequence in the confirmation window, then confirm the cancellation.

The booking’s status changes to Cancelled, and its former time becomes available again.