Booking & Operations
Booking & Operations
ADMIN (Business) – Full Feature List
- Appointment Management
- View all appointments (pending, completed, cancelled, expired)
- Filter appointments by date, branch, employee, service, or status
- Search appointments by customer name, phone, or booking ID
- View detailed appointment information (services, add-ons, customer, payment status)
- Track appointment lifecycle from creation → completion → closure
- Handle expired or missed appointments
- Booking Creation & Editing
- Create bookings manually (admin-side)
- Add services and add-ons to bookings
- Select date, time, and employee during booking
- Modify existing bookings (reschedule, change services, update details)
- Handle backdated bookings (for walk-ins or offline entries)
- Employee Assignment
- Assign employees to appointments
- Reassign employees with conflict/overlap warnings
- View available employees based on time slot
- Allow “any available employee” selection
- Manage employee workload distribution
- Appointment Status Handling
- Update booking status (pending, confirmed, completed, cancelled)
- Mark appointments as completed
- Cancel appointments with reasons
- Track status history and changes
- Handle no-show or expired bookings
- Calendar & Scheduling View
- Calendar view (day / week / month)
- Visualize appointments by employee and branch
- Filter calendar by employee, service, or branch
- View time-slot availability directly in calendar
- Identify scheduling conflicts or gaps
- Availability Management
- View employee available dates
- View available time slots per employee
- Block/unblock time slots if needed
- Consider employee schedules, leaves, and shifts in availability
- Auto-calculate availability based on bookings + schedules
- Booking Cart & Temporary Hold
- Temporary booking before confirmation (cart-style)
- Add multiple services before checkout
- Edit/remove temporary bookings
- Auto-expire inactive bookings (cart expiration logic)
- Prevent double booking using temporary holds
- Add-ons & Variations Handling
- Attach add-on services to bookings
- Support multiple service variations (duration/pricing)
- Adjust total booking time based on selections
- Handle bundled services
- Customer Interaction in Booking
- Search existing customers during booking
- Create new customer on the fly
- Attach customer to booking
- Validate customer details (email/phone)
- Payment & Booking Integration
- Attach payments to appointments
- Track payment status (paid, pending, partial)
- Support mixed payments (cash, online, points)
- Link bookings with orders/invoices
- Operational Controls
- Bulk view of bookings across branches
- Quick actions (assign, cancel, complete)
- Booking notes/comments for internal use
- View booking-related alerts or flags