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  • What information is stored against bookings and how do I see it?

What information is stored against bookings and how do I see it?

Select a booking on the calendar (or list) view. This will bring up the full booking profile. Key booking information includes:

  • Resource booked and the customer who booked it

  • Price of the booking

  • Notes that customer has submitted against the booking (see ‘Customer Notes’)

  • Notes that colleagues have stored against the booking (see ‘Notes’ tab)

  • The associated invoice and its status:

    • Charged - Booking created and price locked but not yet invoiced

    • Unpaid - Invoice created and awaiting customer payment

    • Paid - Invoice created and paid

    • Refunded - Invoice was paid and then refunded

    • Cancelled - Invoice was issued and cancelled

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