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Bookings

Today: the front desk’s day

Everyone booked today in time order, with what to know before they walk in (an alert, a form to sign, a membership overdue, sessions running out, money owed, a first visit, a birthday) and the next step as a pill.

Zack Lam
Authored by Zack LamFounder, doTask
A tutor working on a laptop
Bookings
Read it in the appThe same article opens from Help inside app.dotask.io, beside the screen it describes.

Bookings › Today lists today’s bookings by time: the client, the service, who it is with, flags, and the status. Cancelled bookings are left out; a no-show stays on the list so the desk sees it.

  • Flags are labelled chips: Alert (a pinned alert on their record; hover for the words), Form missing (with Send form), Membership overdue or Paused: payment due, 2 sessions left, Package: 1 left, Owes RM 30.00 (Balance owed for anyone without Sales figures), strikes under your cancellation policy, First visit, Birthday today.
  • Pills: Check in marks them Arrived; then Start and Complete. Ring up opens Checkout with the booking’s service on the sale (when Checkout is on). A no-show marked by mistake can be reopened, which undoes what the policy did.
  • Filter by staff member, or by one of your saved calendars (Classes, PT sessions, Rooms…).
  • On a phone the list shows as cards in the same order: time, client, status, then the flags and the pills.

With Checkout on, the page also shows what has been taken today (for people with Sales figures) and the sales started but not paid. Clients can check themselves in too: see Self check-in.

See also:All documentationFAQ