Managing Your Bookings

Your Bookings Dashboard

Access all your bookings from Dashboard > Bookings. Here you'll see:

• Upcoming lessons - Scheduled sessions
• Pending requests - Bookings awaiting your approval
• Past lessons - Completed sessions
• Cancelled - Cancelled bookings

Viewing Booking Details

Click on any booking to see:

• Student name and contact info
• Service booked
• Date and time
• Payment status
• Student's notes
• Meeting link

Confirming Bookings

If you have approval required enabled, new bookings appear as "Pending":

1. Go to Bookings > Pending
2. Review the booking details
3. Click Approve to confirm or Decline to reject

When you approve:

• Student receives confirmation email
• Booking moves to "Upcoming"
• Time is blocked on your calendar

Creating Bookings Manually

Sometimes you need to book lessons for students directly:

1. Go to Dashboard > Bookings
2. Click "New Booking"
3. Select an existing student or add a new one
4. Choose service, date, and time
5. Set payment status (paid/unpaid)
6. Save the booking

This is useful for:

• Students who prefer to book via message
• Rescheduling existing lessons
• Booking lessons paid outside the platform

Rescheduling Bookings

To reschedule a booking:

1. Open the booking you want to change
2. Click "Reschedule"
3. Select a new date and time
4. Confirm the change

Both you and the student will receive updated confirmations.

Tip: Communicate with your student before rescheduling to find a time that works for both of you.

Cancelling Bookings

To cancel a booking:

1. Open the booking
2. Click "Cancel Booking"
3. Select a reason (optional)
4. Confirm cancellation

What happens when you cancel:

• Student receives cancellation notification
• If paid via Stripe, refund options appear
• Session package minutes are restored (if applicable)
• Time slot becomes available again

Cancellation policies

Consider setting clear expectations with students about:

• How much notice is required
• Refund policies for late cancellations
• Rescheduling vs. cancellation

Marking Lessons Complete

After completing a lesson:

1. Open the booking
2. Click "Mark Complete"
3. Add any notes about the session (optional)

This helps you:

• Track lesson history
• Add notes for future reference
• Trigger any automation (reminders for next booking, etc.)

Payment Status

Each booking shows its payment status:

| Status | Meaning | |--------|---------| | Paid | Payment received via Stripe or marked paid manually | | Unpaid | Awaiting payment | | Refunded | Payment was refunded |

Marking as Paid

For manual payments (Venmo, PayPal, etc.):

1. Open the booking
2. Click "Mark as Paid"
3. Optionally add payment notes

Filtering & Searching

Use filters to find specific bookings:

• By date range - This week, this month, custom range
• By status - Upcoming, completed, cancelled
• By student - Filter by specific student
• By service - Filter by lesson type

Calendar View

Switch to calendar view to see your bookings visually:

• Month view - Overview of the month
• Week view - Detailed hourly schedule
• Day view - Focus on a single day

Your connected Google or Outlook events also appear here.

Next Steps

• Set up your availability
• Connect your calendar to see all events in one place
• Learn about payment options