Managing Bookings

Once people start booking your coaching sessions, every booking lands under Coaching then Bookings in your dashboard. This is your single view across every coaching product — who booked, what session, when it is happening, the status, and how much they paid.

Where bookings live

1. Go to Coaching in your dashboard sidebar.
2. Click Bookings.

You will see a table of every booking, most recent first. By default, the table shows Confirmed bookings — the ones that have been paid (or, for free sessions, completed).

What each booking shows

Each row in the bookings table includes:

• Customer — the booker's first name, last name, and email address.
• Product — the title of the coaching session they booked.
• Session time — the date and time the session is scheduled to start, plus the end time below it.
• Status — where the booking is in its lifecycle (covered below).
• Total — the amount the customer paid, in your account currency.
• Date — when the booking was created (which is usually the moment the customer paid).

Booking statuses

Every booking is in one of four states. The dashboard uses an icon and a colored badge so you can scan the list at a glance.

Reserved

The customer picked a slot and is currently in the checkout flow. The slot is held for them for 15 minutes. If they finish paying, the booking becomes Confirmed. If they abandon checkout or run out of time, the slot is released and the booking does not stick around.

Confirmed

Payment went through (or the session was free) and the booking is locked in. The customer has been emailed a confirmation. This is the default status filter — it is what you will see most of the time.

Canceled

The booking was cancelled — by the customer, by you, or because the held slot timed out. Cancelled slots open back up for someone else to book.

Payment failed

The customer reached the payment step but the charge did not complete. The slot is released automatically.

Searching and filtering

Search

Use the search box at the top of the page to find a specific booking. The search runs across customer details and the linked coaching product. It updates as you type, with a short delay so it does not refire on every keystroke.

Filtering by status

Click the Filters button to open the filter panel. From there, you can switch the Booking Status to one of:

• All Statuses
• Reserved
• Confirmed (the default)
• Canceled
• Payment Failed

Click Apply Filters to update the list, or Clear Filters to reset back to the defaults. Active filters are shown as small badges above the table — click Clear all at any time to remove every filter at once.

Combining search and filters

Search and status filters work together. For example, you can filter to All Statuses and search for a customer's email to find every booking they have ever made — confirmed, cancelled, or otherwise.

Viewing attendee details

The customer's first name, last name, and email are right there on the row. The email is the address they entered during checkout — that is where their booking confirmation went, and that is where you should reach them if you need to.

There is no separate detail page in the current bookings view — everything you need (customer, product, time, status, total, date) is on the row itself.

Cancelling a booking

If you need to cancel a session — you are sick, the customer needs to back out, anything else — reach out to the customer by email so they know.

The bookings table itself is read-only today. To stop offering a session entirely, archive the coaching product instead.

Rescheduling a booking

There is no in-product reschedule flow yet. If you and the customer agree to move a session:

1. Email the customer to agree on a new time inside one of your open availability windows.
2. Show up at the new time.

The original booking stays on record so you keep an accurate history of who paid and when.

Pagination

If you have more bookings than fit on one page, use the page controls at the bottom of the table to flip through. The current page, page size, and total are all shown.

Tips

• Check the page regularly. Confirmation emails go out automatically, but a quick scan keeps you on top of who is coming next.
• Filter to "Reserved" before a launch. If you have shared a session widely, watching the Reserved row helps you spot real-time interest.
• Use search to pull a customer's history. Switch the status to All Statuses and search by email to see every interaction, including any cancelled or failed attempts.

Where to go next

• Adjust the schedule those bookings are hitting in setting availability.
• Update the price, duration, or description in creating a coaching product.
• Promote upcoming sessions through emails.
• Track payouts across coaching, store, and memberships under operations.