Once a customer books an event with you, the bookings will appear in your app. Watch the below video to explore the different ways bookings can be created and and managed!
This article shows all the way to manage bookings after a customer books with you. To add a booking, please see here!
EAB Booking Tab
From your Shopify Admin, navigate to Easy Appointment Booking (this app) then click Bookings. This tab will give you what you need to manage bookings!
Bookings List View
Head to the Bookings tab, where you can review all of your bookings in a sortable list.
Search and filter. Use the search box to find a booking by customer name, email, booking ID, or order number. Then narrow the list with the filter buttons:
Events / Services - show only certain services.
Availability - show only a certain team member or schedule.
Locations - show only a certain location (appears once you turn on location filters in Settings → Locations).
Tags - show only bookings with a certain tag (appears once you have tagged some bookings).
Hide checked in - a quick toggle to hide anyone already checked in.
Choose your columns. Click the Columns button above the list to pick which columns show. Drag to reorder them, or uncheck to hide. Available columns include ID, Date/Time, Customer, Tags, Availability, Payment, Intake, Created, and Reminded. Your layout is remembered for next time.
Tagging bookings
Tags are your own labels for bookings, for example "VIP", "Deposit paid", or "Needs follow-up". They are separate from Shopify order tags and stay inside the app.
Add tags right from the list by clicking Add tags on a booking row, or open a booking and use the Tags field.
Type to reuse an existing tag or create a new one.
Filter the list by tag using the Tags filter above.
You can also add tags while creating a booking. See Adding a booking as an admin.
Detailed Booking View
Click on the link of the booking date/time under the "Date/Time" column of the booking table. The detailed view will appear where you can see
Customer name, email, and number -- and whether first or returning customer
Shopify Order and Associated Discount Codes (if applicable)
Intake Questions Internal notes and more
Customer Profile View
From the Bookings List View > Click on the Customer. You'll see a view that shows their booking history, revenue, and upcoming bookings with you tailored to that customer. This helps you track loyalty, spot repeat visitors, and see who your most valuable customers really are!
Agenda View
Helps answer questions like "How busy am I in the next few days or weeks?" or "Which team member / availability is at capacity?" You can filter by event and availability here.
Calendar View
Helps answer questions like "What are my bookings for today, this week, or this month, across all schedules and team members?"
Team Member View (Beta)
Helps answer questions like "What timeslots are remaining for this schedule?" and "Is this team member fully booked for the day? What about next week?"
In the Export
Click Bookings in a list > Export Tab > Choose your date range > and Export! A CSV will download with the bookings details. You can also export a list of customers by event.
In the Confirmation Email
The email that goes to your customer and cc's you will contain the booking information. See here for more on managing emails
Outside of the Shopify Admin
Google Calendar
Ideal for: using a team internal calendar or inviting customers via Google Calendar OR inviting customers directly via Google Calendar. See here for options and configurations for Google Calendar. We also have an Outlook integration.
Point-of-Sale
Ideal for: Checking in Customers (including QR code scan-to-check-in), Adding to Cart (taking payment after booking). See here for more!
Team Portal
This is a standalone login portal for your staff to manage bookings. Ideal for delegation - booking on behalf of customers, checking them in, rescheduling, and more. Set permissions as well to delegate with confidence! See here for more
Breakdown of each approach
While the Admin is the most effective way to manage bookings, you can use other tools as described above depending on your needs. POS is unique to take payments after booking.
