Managing a booking

After a booking is created it's an open shift. Managing it means assigning a worker, sharing any notes, and notifying the worker — most of which you do from the booking's side panel.

Open the side panel

On the Bookings list, click a row to open the booking's side panel. The header shows the booking number and its current status. Fields that come from the original booking and can't be edited here are shown as plain text with a thin underline, rather than an editable box.

📷 Screenshot: The booking side panel, showing its sections.

The panel has these sections:

Shift Details

The shift itself, laid out in three columns and read left to right, top to bottom:

1. Service, Client, Status
2. Start Time, End Time, Timezone
3. Break (in minutes), Work Hours

Service, Status, Start Time, End Time and Break are editable here — change them and click Save. Client, Timezone and Work Hours are read-only, so they show as plain text. Work Hours is worked out from the start and end times minus the break, and updates as you edit the two.

Assign Staff

This is where you fill the shift:

1. Open the Available Staff list (the chevron). It shows workers who are available for this shift. If none are, you'll see "No worker is available for this shift."
2. Assign a worker. You can also message a worker, or unassign the current one with the ×.
3. Once assigned, you'll see either a green Staff Acknowledged badge (the worker has acknowledged the shift) or a Send Acknowledgement Reminder button.

📷 Screenshot: The Assign Staff section with the Available Staff list open.

Timesheet(s)

Shows a card per timesheet for the shift, marked Timesheet Submitted or Pending Submission, with a link to View Submitted Timesheet.

Notes

Three columns, one note each:

• Client booking notes — read-only, from the booking.
• Notes to staff — editable; shared with the assigned worker.
• Internal notes (admin only) — editable; visible to your team only.

The booking's activity history isn't in the side panel. To see it, open the full booking page (below) — the Timeline sits down its right-hand side.

Saving and notifying the worker

The panel footer has:

• Save & Close — saves your changes (assignment, notes) and closes the panel.
• Save & Notify — saves and notifies the assigned worker. This is only available once a worker is assigned; until then it's disabled with the hint "Assign a worker first to notify them."
• Cancel — discards unsaved changes.

Use Save & Notify when you want the worker to be told about the shift (or about a change). Use Save & Close for internal edits you don't need to push to the worker.

📷 Screenshot: The footer with Save & Close and Save & Notify.

The full booking page

Clicking the Booking Number (in the list or the panel header) opens the booking's full page, with Overview, Timesheet, and Expenses tabs. The Overview is laid out in two columns. The wider left column holds Schedule, Notes and Assignment, two fields to a row; the narrower right-hand rail holds the Timeline and Record (created, last modified, booking ID). The command bar offers a Save and Notify action. Here the Status and schedule fields are editable, so this is the place to, for example, mark a booking Completed or Cancelled.

📷 Screenshot: The full booking page Overview tab.