📅Bookings
Learn how you can manage bookings for your agency's resources.
Last updated
Learn how you can manage bookings for your agency's resources.
Last updated
As an admin for your agency, you can manage bookings for your agency’s resources.
This includes resources that are created by or for your agency.
To manage bookings, select Bookings on the side navigation bar.
From this table, you’ll be able to:
view bookings
edit bookings
cancel bookings
transfer bookings
This allows you to make changes on behalf of users, or cancel a user’s booking due to your agency’s needs.
If you edit, cancel, or transfer a booking, the booking owner and hosts will be notified. To avoid inconveniencing users, try not to edit or cancel bookings unnecessarily.
You’ll also be able to search for and filter bookings. For example, you can search for the name or email of a user to view a list of bookings that they are the owner for.
Here are the types of status a booking can have.
| Status | Details |
|---|---|
Confirmed | The booking and all its details are confirmed. |
Cancelled | The booking or booking request was cancelled by a user or admin. If the booking was cancelled by an admin, you can see the reason for cancellation when you view the booking. |
Recurring | This booking is part of a recurring series. If you view the booking and select the Recurring bookings tab, you can see the other bookings in the same recurring series. |
As an admin, you can cancel a user’s booking—even if it is a confirmed booking. However, you should only do this when absolutely necessary to avoid inconveniencing users. You’ll also need to provide a reason for the cancellation.
For example, if the resource Meeting Room 10-39 needs maintenance, you may need to:
pause new bookings
cancel existing bookings
To pause new bookings, you can change the resource status to Inactive.
To cancel existing bookings, you can:
Select the Filters button on the Bookings page
Under the Resources dropdown, select Meeting Room 10-39
Select Apply Filters
You can also enter Meeting Room 10-39 into the search bar. Either way, you’ll be shown a list of bookings for Meeting Room 10-39. From this list, you’ll be able to cancel existing bookings.
Once the booking is cancelled, the booking owner and hosts will be notified.
When you transfer a booking, you are changing the booking owner for that booking.
In most cases, the booking owner is the user who made the booking. However, when making a booking, the user can enter someone else as the booking owner. This usually happens when the user is making a booking on behalf of someone else.
This allows the new booking owner to:
view, edit, or cancel the booking
receive notifications for the booking
manually start the booking, if it’s required
add for the booking
To transfer a booking:
Select the booking
Select the Transfer booking button in the Booking details section
Once the booking is transferred:
the previous booking owner and hosts will lose access to the booking
the new booking owner may be notified*
the previous booking owner and hosts may be notified*
*The notifications sent depend on the notification scheme that's active. If the default scheme is active, the new booking owner, the previous booking owner and hosts will be notified.
