Booking Tab

The Booking Tab provides a centralized interface for managing all bookings efficiently. Within this section, you can view, edit, and manage every booking detail, ensuring a seamless workflow for both administrators and customers. The tab offers a comprehensive overview of all bookings, including key details such as customer information, booking type, date, time, status, and location.

Additionally, the Advanced Filters feature enhances usability by allowing you to refine the displayed booking list based on specific criteria. You can filter bookings by date range, booking type, customer name, or booking status (e.g., Approved, Pending, or Canceled). This functionality is particularly useful for locating specific bookings quickly, analyzing trends, or preparing reports. The intuitive interface of the Booking Tab ensures that you have full control over managing bookings, while the Advanced Filters provide precision and flexibility for handling large volumes of booking data.

Booking Advanced Filter

The Advanced Filter Popup is designed to provide a streamlined and efficient way to refine booking data. This functionality allows users to filter bookings based on specific criteria, ensuring they can quickly access the most relevant information.

How to Access the Advanced Filter Popup

1. Navigate to the Bookings section from the sidebar.
2. Click on the Advanced Filter button located at the top or side of the bookings table.

Elements of the Advanced Filter Sidebar

1. Date Range Filter
   • From & To Fields: Select a custom date range for filtering bookings.
   • Predefined Options:
     • Today: This filter shows bookings made today.
     • Last 30 Days: Displays bookings made in the past 30 days.
     • This Month: Shows bookings from the current month.
     • Last Month: Displays bookings from the previous month.
     • Last 90 Days: Presents bookings from the last 90 days.
     • Last 6 Months: Shows bookings made in the past 6 months.
     • Last 1 Year: Displays bookings from the past year.
     • Calendar: Allows for filtering by specific dates using a calendar interface.
2. Booking Type
   • Select the type of booking from a predefined list (e.g., consultation, meeting, appointment).
   • Click to choose the booking type from the available options. For example Discovery Call, Health Advice, Yoga Class.
3. Date
   • Choose the desired date for the booking. This field is essential for scheduling the appointment correctly.
   • Use the date calendar to select a specific day for the booking.
4. Select Time
   • Choose the time for the appointment.
   • Select a time slot that is available based on the staff member’s schedule and the duration of the booking type.
5. Customer
   • Select the customer for the booking by either choosing from the list of registered customer’s.
6. Status
   • Define the current status of the booking. This helps keep track of appointments in different stages.
7. Payment Mode
   • Select the payment method for the customer by choosing the appropriate payment mode for the booking.
8. Payment Status
   • Indicate the current payment status of the booking.
9. Notes
   • Write any additional comments or notes related to the booking. This could include special customer requests, reminders for staff, or other pertinent information.

Edit Bookings

The Edit Booking feature lets you modify booking details. Click the Edit Icon (pencil) in the Actions column of the Bookings table to update fields like date, time, type, duration, price, status, or location. Save changes to ensure the booking is updated accurately.

• Edit Icon (Pencil): Click to edit the booking details.
• View Icon (Eye): Click to view the booking details.
• Delete Icon (Trash Can): Click to delete the booking.

The Edit Booking Sidebar provides a user-friendly interface for modifying an existing booking’s details. It opens when you click the Edit Icon (pencil) in the Actions column of the Bookings table.

• Customer Name: Displays the name of the person who made the booking.
• Select Location: Update the booking location from a dropdown list.
• Status: Change the booking’s current status (e.g., Approved, Pending, Cancelled).
• Payment Mode: Specify the payment method (e.g., Cash, Credit Card).
• Payment Status: Indicate whether the payment is Paid, Pending, or Failed.
• Notes: Add or update custom notes for the booking.
• Save: Once you’ve updated the necessary fields, click the Save button to apply the changes