Bookings overview

A booking is a single shift you need to fill — a client, a service, and a start and end time. Bookings are the core of the Admin Portal: timesheets, expenses, and invoices all flow from them.

Open Bookings from the sidebar (under the Bookings group) to see the list of all your bookings.

📷 Screenshot: The Bookings list with the command bar and table.

The Bookings list

Each row is one booking. The table shows these columns:

Above the table, the command bar has two buttons: Create New Booking (green, covered in Creating a booking) and Refresh.

Finding bookings

• Keyword search — type in the Filter by keyword box and press Enter.
• Column filters — click the Status, Start Time, End Time, Booking Number, or Created On column headers to filter by that column. For example, filter Status to Pending to see everything awaiting confirmation.

📷 Screenshot: The Status column filter open, showing the status options.

Booking statuses

A booking moves through these statuses over its life:

New bookings start as Pending — or Confirmed if you tick Create as Confirmed when creating them.

If your company turns on auto-assign, you can fill a whole week of open shifts in one reviewed run from the Shift Planner. See Auto-assign and matching.

Opening a booking

• Click a row to open the booking's detail panel on the right, where you can assign staff, add notes, and notify the worker. See Managing a booking.
• Click the Booking Number to open the booking's full page instead, with its Overview, Timesheet, and Expenses tabs.

Next steps

• Creating a booking
• Managing a booking
• Auto-assign and matching