Your Active Bookings page is going to show a list view of all bookings (non-cancelled bookings, completed bookings, current bookings). Based on your Block Settings, you can also view forecasted bookings for your recurring customers on this page/

Your Active Bookings page is the first page that will appear when you log into your account. If you are anywhere else in the system, you can find the Active Bookings page by selecting the three horizontal lines in your Navigation Bar, and selecting Active Bookings.

The total number of bookings will appear in the top left of the page. This number is the sum of bookings based on your view in the calendar. If you select the screenshot below, I am viewing my bookings for the current Week, therefore my total number of bookings is 3.

Forecasted Bookings will be labeled in red beneath the Service Date. If you select the screenshot below, I have one active booking for Horacio C, and two forecasted bookings for Fabi losa. This means the current booking in the series for Fabi Losa is not on that selected date on the calendar (May 20th). Forecasted bookings cannot be edited until it becomes the next active booking in the series.

The system creates a forecasted booking to active when the booking before it gets completed, therefor making the forecasted booking the next upcoming active booking of the series.
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Locations Drop Down on the top of your list will only appear if your account has our Multi-Locations feature. This will allow you to filter your bookings by their location.

Send Schedule will allow you to manually send your Team(s) their Schedule. After selecting Send Schedule:

Note: The schedule will be emailed or texted to your Teams/Staff only if you have this enabled in your account.

Click Invite Teams in order to Manually send out booking invitations to your cleaners.

Within the pop up, you will be able to send invites out to all available teams for a certain date, custom range, or specifically select teams to receive the invite.

To learn more about our Invite Teams feature, click here. It is currently part of our Plus plan but can be added on to the Pro plan for an additional fee.

Alerts are located in the top right of your window anywhere within the system. There will be a number in a red bubble for the amount of missed notifications you have. Select the bell to view a list of your notifications, you can click on the notification to redirect you to the page the fix it. Once you are ready to remove the notification, select the little ‘x’ to the right of the notification.

The Calendar to the right will allow you to filter your view by Today, Week, Month, or Range. Your Week view will show the current week's bookings and the Month view will show all bookings for the current month.

To produce a custom range of bookings, click the Range Tab.

You can enter in a custom range of dates into the past or future that you want to see bookings for inside this page.

Please note: You can view up to a year at a time inside the active bookings page.

You can still create a booking CSV to export any and all booking data that falls outside of the

Search Bar

Use the search field for a universal search of customers and bookings by partial address, customer name, phone number etc. As you type the system will produce customer profiles that match your search. You can either view the bookings produced on this page or you can click on a drop down list of customers and go straight to their profile to see their completed, upcoming, and cancelled bookings as well as their charges.

(Select screenshot for maximum view)

Click here for a tour of the Active Bookings Page.