BookBrain

Managing bookings

Where to find your bookings, how to confirm or reject them, which emails are sent, and how to export them to Excel.

  1. 1

    Find your bookings

    Open Bookings in the menu. You can view them as a List or on a Calendar, search by name, email or booking code, and filter by status and calendar. Older bookings are in the Archive: choose Archive above the filters and, if needed, a date range.

  2. 2

    Confirm or reject (manual approval)

    If you want to decide which bookings to accept, turn on Require approval in the calendar's Scheduling tab (starting with the Pro plan). New requests appear at the top, under Bookings awaiting approval:

    • Confirm: the customer gets the confirmation email.
    • Reject: enter a reason, which is included in the email to the customer.
  3. 3

    Complete or cancel

    On a confirmed booking, use Complete once the customer has shown up, or Cancel if the appointment isn't happening. The customer gets the cancellation email.

  4. 4

    Choose who gets the emails and what they say

    In each calendar's Notifications tab, set the Notification email that receives new requests (if it's empty, we use your account email), the name used for the booked item in emails (for example "Visit" or "Lesson"), and the customer email texts: Request received, Booking confirmed, Request declined and Booking cancelled.

  5. 5

    Export to Excel

    In Bookings, click Export CSV. The file opens directly in Excel and includes the booking code, customer, service, calendar, date, times, number of people, status, total and notes.

    • The export includes only what you see, so set the filters you need first.