UC WidgetsUC AcademyUC Action Hub

The Bookings panel: list, calendar, approving and rescheduling

Managing incoming bookings: stat cards, list and calendar views, filters, approving, rescheduling, cancelling, no-show marking, WhatsApp reminders and CSV export.

guide 11 min read Updated: 2026-08-17

Appointments taken by visitors collect on the Bookings page. This is where you view, approve, reschedule and cancel them, and reach out to customers. Open it from Bookings in the left menu.

1. Summary cards

Bookings list view: summary cards, filters, tabs and the bookings table

Four cards at the top summarize the situation:

CardWhat it shows
TodayConfirmed appointments from now until end of day
Next 7 daysA week of upcoming appointments
Total upcomingAll confirmed future appointments
Cancellation rateCancelled + no-show rate over the last 30 days
The cancellation rate is a health metric worth watching. If it climbs, enabling reminders, adding a minimum notice period or switching to manual approval usually helps.

2. Tabs and filters

Bookings are split into three tabs:

TabContentsOrder
UpcomingToday onward, confirmed appointmentsSoonest first
PastPast appointments (including no-shows)Newest first
CancelledCancelled appointmentsNewest first

The filters at the top narrow the list: branch, service and person. These selectors appear only when such records exist. The search box filters by name and phone as you type. When filters are active, Clear filters resets everything in one click.

How the list is grouped

On the Upcoming tab, bookings are grouped for readability: Today, Tomorrow, This week and Later. On Past and Cancelled the groups are monthly ("August 2026").

The table shows date/time, name, phone and, when defined, person, branch and service. Column headers use your terminology: with the health template selected, "Person" reads "Doctor".

3. Booking actions

On the Upcoming tab, the three-dot menu at the end of each row opens the actions:

ActionWhat it doesWhen it appears
Approve bookingApproves the request and notifies the visitor on their chosen channelOnly in manual approval mode, for unapproved records
Edit / MoveChanges the date, time, branch and serviceFor future appointments
WhatsApp reminderOpens a WhatsApp chat with a prepared messageWhen a usable phone number exists
Cancel bookingCancels it and frees the slot againAlways

Approving (manual approval mode)

With manual approval enabled on the Availability page, bookings arrive with a Request badge. When you approve, the visitor receives a "your appointment is confirmed" notice on the channel they picked while booking (email, WhatsApp or Telegram).

Rescheduling

In the panel that slides in from the right you pick a new date, and the time list shows the slots genuinely free on that day. You can also change the branch or service; doing so recalculates the times.

When rescheduling from the panel, the minimum notice rule is waived: even if a customer could not book two hours ahead, you can. After the move, the visitor receives an updated notice with a calendar file, and reminders are re-armed for the new date.

WhatsApp reminder

Opens a WhatsApp chat with a ready message: "Hello [Name], this is a reminder of your appointment at [Business]: [date] at [time]." You can edit the text before sending. It opens in WhatsApp on your own phone; you press send.

Marking a no-show

On the Past tab you mark customers who did not turn up as No-show. The record counts as a no-show in the statistics and feeds the cancellation rate. If you marked it by mistake, the undo button reverses it.

4. Calendar view

Bookings calendar view: monthly grid, daily booking chips and public holidays

The Calendar View button at the top right switches to a monthly grid. In each day cell, bookings appear as chips with time + name; on busy days a +N more label appears and the cell's menu lists all bookings for that day.

  • Clicking a chip opens the detail card: customer name, person, date and time, branch and address, service, phone and note. You can jump straight to WhatsApp, Move and Cancel from there.
  • The arrows in the month header navigate between months; filters apply to the calendar too.
  • Turkish public holidays are marked on the calendar (New Year, 23 April, 1 May, 19 May, 15 July, 30 August, 29 October and the religious holidays). These marks are informational only and do not block bookings; to actually close them, add a holiday on the Availability page.
  • On phones the grid simplifies and the month's bookings are listed day by day underneath.

5. Status badges

BadgeMeaning
ConfirmedThe appointment is final
RequestAwaiting manual approval; not final yet
No-showThe customer was marked as not turning up
CancelledCancelled; the slot is open again

Bookings are never deleted; cancellation is the final state. That keeps your history and statistics intact.

6. CSV export

The CSV button at the top downloads all your bookings. The file works with Turkish Excel (semicolon delimiter, UTF-8). Columns: Start, End, Name, Phone, Email, Note, Status, Created.

The CSV downloads every record: the active tab, search and filters do not affect the file. It doubles as a backup usable for data-portability requests.

Practical tips

  • Start the day on the calendar. The monthly view shows the load at a glance; the list is faster for daily operations.
  • Watch the cancellation rate weekly. If it rises, revisit reminders and the minimum notice period.
  • Prefer rescheduling over cancelling. Moving a customer to a new time beats losing them, for both occupancy and satisfaction.
  • Do not skip no-show marking. Unmarked no-shows make the cancellation rate look better than it is.
To set up the calendar: the Availability guide · Module settings: the Online Booking module.
Manage your bookings from one panel

All Pro features open for 14 days; no card required.

Start Free
Ready? Set it up in 5 minutes

All Pro features free for 14 days; no credit card, live with a single line of code.

Explore UC Action Hub