What are bookings?

Bookings or appointments represent scheduled interactions or sessions between customers and your business, each occupying a specific reserved time slot for a particular service.

Bookings page offers a comprehensive overview of all bookings made for your services. By clicking on a specific booking, you can access detailed information, including customer-selected preferences, contact details, and any additional information provided during the booking process.

By managing appointments through the Bookings page, you can efficiently handle bookings, gain insight into customer preferences, and ensure a smooth scheduling process for your business.

How to add a booking?

To manually add a booking, follow these steps:

1. Go to the Bookings page and locate the “Add Booking” button.
2. In the booking popup that appears on the right side, fill in all the required fields:
   • Customer: Enter the name of the customer.
   • Service: Select the service for which the booking is being made.
   • Date: Select the booking date.
   • Time: Select the booking time.
   • Places Booked: Specify the number of places being booked for this booking.
   • Email: Enter the customer’s email address.
   • Phone: Provide the customer’s phone number.
   • Comment: Add any additional comments related to the booking (optional).
   • Price: Enter the price for this service
   • Amount paid: If the payment has already been made, enter the payment amount.
   • Status: Choose the appropriate booking status from the options available.
3. Once all the necessary fields are filled, click the “Save” button to create the booking.

By following these steps, you can manually add bookings with ease and ensure that all the relevant information is accurately recorded.

How to edit a booking?

To make changes to a booking, locate the pencil icon on the right side of the booking and click on it. Modify the necessary details and click “Save” to apply the changes.

How to delete a booking?

To remove a booking, find the trash bin icon on the right side of the booking and click on it. Confirm the deletion in the popup window to proceed with the removal.

Booking statuses

The Webba Booking plugin provides various booking statuses to facilitate efficient booking management:

• Pending: This status indicates that the booking is pending approval by a service administrator.
• Approved: This status indicates that the booking has been approved by an administrator. It confirms that the booking is ready to proceed.
• Rejected: The booking request has been reviewed and declined by an administrator.
• Cancelled: This status signifies that the booking was cancelled either by the customer or the administrator after it was initially approved or pending.
• Arrived: Set by the service administrator, this status confirms that the customer has arrived for their scheduled appointment.
• No-Show: Indicates that the customer did not arrive for their scheduled appointment, and no cancellation was made in advance.

How are the booking statuses changing?

There are multiple methods available to modify the booking status:

• Default Booking Status: You can set a default booking status to be automatically assigned to all bookings made through the booking form. To change the default status, go to Settings → Booking Rules → Default Booking Status. You can choose either “Pending” or “Approved” as the default.
• For admin: Admins can modify booking statuses using the following methods:
  • Bookings Page: Navigate to the Bookings page, find the booking you want to update, and change its status in the Status column.
  • Email notifications: Set up email notifications for admins, that include placeholders: #admin_approve_link (to approve the booking) or #admin_cancel_link (to cancel the booking). Read more here.
• For customer: To allow customers to manage their bookings:
  • Email notifications: Include the #cancel_link placeholder in customer emails to let them cancel their booking directly. Read more here.
  • User dashboard: Set up a user dashboard where customers can manage, reschedule, or cancel their bookings. Read more here.
• Automatic Status Change after successful WooCommerce payment: To automatically update the booking status after a successful WooCommerce payment, go to Settings → WooCommerce → Status of the booking paid with WooCommerce, and select the desired post-payment status.

Note: To ensure that the administrator and/or customer receives an email notification after a status change, make sure notifications are enabled in the Email Templates.

How to Update Multiple Booking Statuses at Once?

You can update the status of multiple bookings simultaneously using the bulk action feature:

1. Select the bookings
   • Use the checkboxes on the left side of the booking list to select the bookings you want to update.
2. Choose a new status
   • At the bottom of the screen, open the Change status to… dropdown menu.
   • Select the desired status (e.g., Approved, Rejected, Cancelled, Arrived, No-Show).
3. Apply the changes
   • The selected bookings will have their statuses updated instantly.

Where can I see cancelled bookings?

To view your cancelled bookings, go to the Bookings page. At the top, in the “Filter by Status…” field, select “Cancelled” to display all cancelled bookings. Make sure to adjust the date range if necessary.