Skip to main contentStep 1
Click “Bookings” in the left menu. The page shows client names and event details grouped under “Upcoming”, “Unconfirmed”, “Past”, and “Canceled”.
Step 2
Use the “Edit” drop-down on any meeting to cancel, reschedule, request a reschedule, or change the “Location”. Example: A client asks to meet 30 minutes later—choose “Reschedule”, pick a new time, and send the update.
Step 3
To change where the meeting happens, select a new “Location” (e.g., Zoom, Google Meet, Phone, Office) and save. Example: You switch from in-person to Zoom because you’re traveling—set “Location” to Zoom so the link is included.
Step 4
Click a specific booking to see full details: event name, date and time, attendees, and “Location”. Example: Before the call, open the booking to copy the meet link and confirm the attendee’s email.
Step 5
“Unconfirmed” shows bookings that haven’t been finalized yet—this includes cases where payment is pending. Example: Someone started booking a paid session but didn’t complete the payment—follow up or resend the link.
Step 6
“Past” lists meetings that already happened so you can review what’s done or add notes to your CRM.
Step 7
“Canceled” lists meetings that were called off; use it to confirm no-show trends or to restore context if a client rebooks later.
Common mistakes to avoid
- Editing a calendar entry directly instead of using “Edit” on the “Bookings” page, which can cause mismatched invites.
- Forgetting to update “Location” after switching from in-person to online, leading to missing links.
- Ignoring “Unconfirmed”, so pending payments or partial bookings go unnoticed.
- Rescheduling without sending the update, leaving attendees on the old time.
Good defaults to start with
- Review “Unconfirmed” once daily to clear pending items.
- Prefer “Request a reschedule” over canceling when timing slips by less than a day.
- Standardize “Location” (e.g., Zoom for all first calls) to reduce errors.
- Check “Canceled” weekly to spot patterns and improve show rates.
