Recent bookings: which appointments came in and from where

Recent bookings: which appointments came in and from where

Recent bookings lists your location's appointments in the order they were booked, newest booking on top, whatever day the appointment is for. You find the page in the menu under Today → Recent bookings (/manager/recent-bookings) and on the dashboard: in the Recently Booked panel, Show all leads here (see “Reading the dashboard: daily overview and quick links”). You change nothing here directly, but a tap on a row opens the appointment sheet, where everything the calendar offers works.

The page needs the “Manage bookings” permission.

What's in the list

The columns are:

• Customer: name with avatar. When the appointment carries a note, an amber note icon stands next to it. A walk-in customer carries their badge.
• Booked on: date and time of the booking at the location, below it how long ago that was (“5 min ago”).
• Appointment: day and time of the appointment itself.
• Service: the booked service. For a series it says “Series of 10 appointments” below.
• Staff: who does the appointment.
• Origin: where the appointment was entered: “Online booking”, “Google”, “Dashboard”, “Checkout”, “Recurring” or “Import”. When the customer booked it themselves (online booking, Google), the origin is teal, otherwise grey.
• Channel: online bookings through one of your booking links only, for example “Instagram”, “Google”, “Your website” or “Promotion email” (see “Booking links for Instagram, Google and the QR code”). Without a booking link it shows a dash.
• Entered by: “The customer” for online and Google bookings, otherwise the name of the person on your team who entered the appointment in the dashboard or at the till. For an online booking the list never names anyone on your team.
• Status and Amount.

On a phone each booking is a card: the customer on top, service and staff member below, then a line with origin, channel, the name for team bookings and how long ago it was booked. Appointment and status follow.

Series

A recurring series is one booking with many appointments. So that it does not push down everything booked after it, it shows as one row with its first appointment and the number of its appointments. Turn on Every series date in the filter to see each appointment of the series on its own.

Filter, search, sort

• Search: finds customer names, services, staff members and the person who entered the appointment.
• Origin: buttons for Dashboard, Google, Import, Recurring, Checkout and Online booking. A tap switches one on or off; several at once work.
• Channel: one or more booking link channels.
• Staff: only one person's appointments.
• Status: one or more statuses.
• Booked on: from and to, as days at the location, for example everything booked last week.
• Appointment day: from and to for the day of the appointment.
• Every series date: see above.

You can sort by every column: Booked on (default, newest first), Appointment, Customer, Service, Staff, Origin, Channel, Entered by, Status and Amount. A tap on the column header sorts ascending, a second one descending; on a phone you pick the order under Sort. The list loads page by page. Search, filters, sort and page live in the address and stay when you reload the page or share the link.

With no bookings it says “No bookings yet”. The signpost next to the title explains origin, channel and series once more.

Frequently Asked Questions

Why is there no name on an online booking? The customer made an online booking themselves, so it says “The customer”. A name from your team appears only on appointments someone entered in the dashboard, at the till or as a series.

Why is the channel empty? The channel is only set when the customer came through one of your booking links. Someone who opens your booking page directly or gets the appointment from your team has no channel.

How is this different from the activity history? Recent bookings shows the appointments themselves, each once, with origin and channel. The activity history shows every event, including moving, cancelling and confirming (see “View activity history: who did what at the location”).