Where to Find the Actions Button
Go to Bookings in the main menu.
Click View Bookings.
Open any booking (past or future).
The Actions button is located in the top right of the booking.
Every booking has an Actions menu available.
Available Actions
Duplicate Booking
Creates a copy of the booking with the same information. This is useful when you need to create a new booking that shares most details with an existing one — for example, the same service and customer but a different price.
Give Tip
Adds a tip to the provider on the customer's behalf. Use this if a customer asks you to apply a tip for them rather than adding it themselves.
Create Additional Charge
Adds an extra charge to the booking for anything that wasn't included in the original price (for example, add-on services or extra time).
Send Message
Opens the conversation view for the customer so you can send them a message directly.
Send Add Card Link
Sends the customer a secure link they can use to add a card to the booking.
This is useful when a customer isn't comfortable giving card information over the phone. In that case:
Save the booking as a cash booking.
Click Actions → Send Add Card Link.
Once the customer adds their card through the link, it will be attached to the booking automatically.
Send Booking Confirmation
Resends the booking confirmation to the customer. A confirmation is sent automatically when the booking is first created, but if any details change you can use this option to send an updated one.
Send Receipt
Sends the customer a receipt for the booking once it's completed. Works for both card payments and cash bookings.
Refund
Issues a refund to the customer. You can choose to issue a partial refund or a full refund depending on the situation.
Cancel
Cancels the booking. Use this option whenever a booking needs to be canceled.
Need Help?
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