Booking stages and statuses

Open any booking and you will see a row of chevrons across the top. That is the booking's progress, from being put together to being finished, and it is the quickest way to see where a job actually stands.

The stages differ depending on what kind of work it is. A plumber driving to a house needs an "on route" stage; a squash court does not.

The two stages every booking starts with

Planning is the stage where you are still putting the booking together: choosing services, picking a time, adding the customer's details. Planning ends when you say it does, by pressing Confirm on the booking. Nothing else ends it. Adding a service or picking a date does not quietly move the booking on, because on a hire or a multi-visit job those are things you do while planning.

Scheduled means the booking is confirmed and has a time. From here on, the booking is real, and the stages that follow are about doing the work.

Note: A class booking skips both of these. The session already has a date and it was already decided, so there is nothing to plan and nothing to schedule.

The working stages

After Scheduled, the stages depend on what you sell.

Mobile work, where you travel to the customer:

Accepted, then On route when you set off, then On site when you arrive, then Done.

Appointments, where the customer comes to you:

Accepted, then Checked in when they arrive, then Done.

Hire and venue bookings:

Booked, then In use while the customer has it, then Returned when it comes back.

Classes:

Booked, then Attended, then Done.

You move a booking along with the button on the booking page, which is always labelled with the next thing to do: Mark on route, Check in, Mark in use, Mark complete, and so on. You never have to pick a status from a list.

Cancelled and no-show

Two endings sit outside the ladder.

Cancelled is work that is not going ahead. The booking keeps the stages it had already reached, so you can still see how far it got before it was called off.

No-show is for the customer who simply did not turn up. It is recorded separately from a cancellation on purpose: a no-show is a different thing commercially, and you will want to be able to tell them apart later.

Reading the bar at a glance

Completed stages are filled green. The stage you are on is the last filled one. Anything still to come is grey, and a cancelled booking shows red. On a phone the chevrons become a compact progress bar with the current stage named underneath.

What is next

Next: Creating a booking.