Managing Booking Statuses

Understanding booking statuses helps you manage your workflow effectively. Learn what each status means and how to transition between them.

Status Overview

Every booking in SeroBook has a status that indicates where it is in the workflow:

P

Pending

New online bookings awaiting confirmation. Requires action from you.

C

Confirmed

Booking is confirmed and scheduled. Customer has been notified.

I

In Progress

The appointment is currently happening.

D

Completed

Service has been delivered. Ready for invoicing/payment.

X

Cancelled

Booking was cancelled by you or the customer.

N

No Show

Customer did not attend the appointment.

Changing Booking Status

To change a booking's status:

  1. Click on the booking to open its details
  2. Find the Status dropdown
  3. Select the new status
  4. Confirm any notifications or actions that will be triggered
Status notifications

Changing status may trigger automated emails. For example, confirming a pending booking sends a confirmation email to the customer.

Typical Status Workflow

Here's how statuses typically flow:

Pending→Confirmed→In Progress→Completed

Manual Bookings

Bookings you create manually start as Confirmed by default, since you've already approved them.

Online Bookings

Bookings from your booking page start as Pending or Confirmed depending on your settings.

Auto-Confirmation Settings

Control whether online bookings require manual approval:

  1. Go to Settings → Booking Preferences
  2. Find Auto-confirm bookings
  3. Toggle on to auto-confirm, off to require manual approval
When to use manual approval

Use manual approval when you need to verify availability, check customer details, or screen new clients before confirming.

Bulk Status Updates

Update multiple bookings at once:

  1. Go to the Bookings list view
  2. Select bookings using the checkboxes
  3. Click Bulk Actions
  4. Choose Change Status
  5. Select the new status and confirm

Filtering by Status

Quickly find bookings by status:

  • Use the status tabs at the top of the bookings list
  • Click on a status to filter (e.g., "Pending" to see all pending)
  • Combine with other filters like date range or service type

Handling No-Shows

When a customer doesn't show up:

  1. Open the booking
  2. Change status to No Show
  3. Optionally add a note explaining the situation
  4. Consider your no-show policy for billing
No-show fees

If you charge for no-shows, you can still create an invoice for the booking. The no-show status helps track patterns for specific customers.

Next Steps