How do I find, filter and open my bookings?

Open Bookings in the sidebar to see your bookings: switch between Upcoming, Past, Canceled and Invited, search, and click a booking for its details and payment.

Overview

The Bookings page lists the bookings people make with you. It opens on the Upcoming tab, soonest first, and shows 10 bookings per page. It is available on every plan: Free Plan, Individual Lifetime, Agency Lifetime and Pro. If you belong to a team, a switcher with your name and each team's name lets you open that team's bookings.

Find a booking

  1. Click Bookings in the sidebar, under Scheduling. On a phone, tap Bookings in the bottom bar.
  2. Pick a tab: All (oldest first), Upcoming (soonest first, the default), Past and Canceled (newest first), or Invited for invites your guests have not confirmed yet. See Create a Booking on Behalf of a Guest.
  3. Use the search icon at the top of the page to search your bookings; the box reads Search bookings...

Bookings page with the Upcoming tab selected, a toolbar with search, Export and Book a client, and booking cards

Each card shows the date and time, What (the booking type) and With (the booker). Cards can also show Host, Where, Price, Coupon and Review when they apply. The status on the right is Scheduled, Past, Canceled, No-show, Payment pending, Payment failed, Held for payment, Paid or Awaiting approval. Held for payment replaces Scheduled while TidyCal keeps the time for a booker whose payment was declined and who can try again; see What Happens When a Booking Payment Fails.

Group bookings with the same booking type and start time appear as one card with a With table of attendees; see Group bookings: run a class, workshop or office hours. The two icons next to the tabs switch between Table view and Calendar view; see Bookings calendar: open hours and busy time.

Open a booking

Click a booking to open Booking details. You can also click the three-dot More options menu on a booking and choose View details. The window shows the fields that apply to that booking:

  • When, Duration, Price, Status and, for paid bookings, Payment (Paid, Failed or Pending)
  • With, Email (click the copy icon to copy it), Attendee timezone, Meeting URL and Location
  • Created, Approved, Cancelled and Previously rescheduled dates
  • Cancelled by, Cancellation reason and Rejection reason (on paid plans)
  • Payment ID, Paid to and Coupon
  • Your booking questions, each with the booker's answer

Booking details for a paid booking showing Payment: Paid, a Payment ID link and the Paid to account (Stripe)

Buttons at the bottom let you cancel the booking (Cancel booking) or mark it as a no-show once it has started (Mark as no-show; Unmark no-show undoes it). For a booking waiting for your decision they also show approve and reject buttons; see How to Enable and Use Booking Approval Workflow.

Payment ID links to the payment on Stripe or PayPal. Paid to names the Stripe or PayPal account the money went to, for example payments@yourdomain.com (Stripe), which helps if you use more than one account. Only the owner of the booking type sees Paid to; teammates who can open the booking do not. It is blank for payments made before TidyCal started recording the account. A booking with no payment at all, for example one a coupon covered in full, has neither a Payment ID nor a Paid to row.

Reschedule, cancel and other actions

The More options menu on each booking has:

  • View details
  • Reassign hosts, on team booking types, for the booking type owner and team owners and admins
  • Download .ics, a calendar file for the booking
  • Reschedule, for upcoming bookings; see How do I reschedule a booking?
  • Cancel booking, for upcoming bookings (named Cancel on the Free Plan). On paid plans it opens a window where you can add an optional reason and click Confirm cancellation

A group card has Copy all emails, Reschedule all bookings and a cancel-all option instead.

See every booking with one person

  1. Click the person's name in a booking card.
  2. The list switches to All and shows Showing bookings with followed by their name.
  3. Click the x next to the name (Show all bookings) to go back to the full list.

Bookings page filtered to one contact: Showing bookings with Jordan Lee, with an x to show all bookings

Export and create bookings

The download icon (Export) saves your bookings as a CSV file on paid plans; on the Free Plan it sends you to the pricing page instead. Each booking question and answer gets its own column; see How do I set up custom intake form questions?. To book a client yourself, click Book a client; see Create a Booking on Behalf of a Guest.

Troubleshooting

I can't find a booking

  • Check the tab. Upcoming shows only future bookings; look in Past, Canceled or All.
  • Clear the search, and if Showing bookings with appears above the list, click the x to show all bookings.
  • If you belong to a team, use the switcher to open the team's bookings.
  • Still stuck? Email support@tidycal.com with the booker's email and the booking time.

I don't see Paid to

  • Only the owner of the booking type sees it, and only for payments TidyCal recorded the account for. Older payments and bookings with no payment don't have it.

Reschedule or Cancel is missing

Frequently Asked Questions

Which plans include the Bookings page?

All of them: Free Plan, Individual Lifetime, Agency Lifetime and Pro. Export and cancelling with a reason need a paid plan.

Can I delete a booking from the list?

No. You can cancel it, and it then appears under Canceled. To have a booking removed entirely, email support@tidycal.com with the booking details.

What does the number on the Invited tab mean?

It is the number of invites you sent with Book a client that your clients have not confirmed yet. See Create a Booking on Behalf of a Guest.

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