This page is applicable for Bookings 2.0 version only. To view the equivalent Bookings 1.0 version, please check this page.

1. In a nutshell

2. Feature availability

1. Available for all plans.
   
2. Roles
   
1. Super admins and admins can view all appointment's summary;
   
2. Workspace admins and managers can view all appointments' summary of their assigned workspaces;
   
3. Staff can only view their own appointment's summary.
   

3. Steps to access Appointment Summary

1. Switch to the required workspace by clicking the workspace name under Bookings at the top left. Click the Appointments tab at the left side pane.
   Info: Alternative to viewing appointments workspace wise, you can view only your appointments under My Space.
2. Select the required tab Upcoming/Past/Custom Date and select the required appointment.
   
   
3. A slider will appear from the right side showing the Appointment Summary of the selected appointment. 
   
   

1. Change the appointment status
   
1. Click the status dropdown at the top - right side and update to the required status.
   
   
2. For group bookings, appointment status will be changed to Completed as soon as the appointment ends. 
   

1. Copy the meeting link or join directly by clicking the button.
   
1. Click the Join button to open a new tab and start the meeting.
   
2. Click the Copy icon to copy the meeting link.
   
   

1. Appointment Info
   
2. Customer Info
   
   

3.1 Appointment Info

This tab shows the details of the appointment, such as:

3.2 Customer Info

4. Points to note

1. Canceled appointments can be deleted by selecting the delete icon as shown below.
   
2. Changing the appointment or payment status will trigger the respective workflow (if configured).
   

5. Related links

1. View appointments (List view)
   
2. Event types
   
3. Booking pages
   
4. Integrations
   
5. Admin center