On the “Bookings” page, you can easily check out and handle all your meetings in one spot. You’ll find sections for “Upcoming,” “Unconfirmed,” “Past,” and “Cancelled” meetings. Plus, you can quickly make changes like rescheduling, cancelling, or updating the “Location.”

Select Bookings #

Click “Bookings” in the left menu. The page shows client names and event details grouped under “Upcoming”, “Unconfirmed”, “Past”, and “Canceled”.

Edit a Meeting #

Use the “Edit” drop-down on any meeting to cancel, reschedule, request a reschedule, or change the “Location”. Example: A client asks to meet 30 minutes later—choose “Reschedule”, pick a new time, and send the update.

Booking Location #

To change where the meeting happens, select a new “Location” (e.g., Zoom, Google Meet, Phone, Office) and save. Example: You switch from in-person to Zoom because you’re traveling—set “Location” to Zoom so the link is included.

Booking Details #

Click a specific booking to see full details: event name, date and time, attendees, and “Location”. Example: Before the call, open the booking to copy the meet link and confirm the attendee’s email.

Unconfirmed Bookings #

“Unconfirmed” shows bookings that haven’t been finalized yet—this includes cases where payment is pending. Example: Someone started booking a paid session but didn’t complete the payment—follow up or resend the link.

Past Bookings #

“Past” lists meetings that already happened so you can review what’s done or add notes to your CRM.

Canceled Bookings #

“Canceled” lists meetings that were called off; use it to confirm no-show trends or to restore context if a client rebooks later.

Common mistakes to avoid

• Editing a calendar entry directly instead of using “Edit” on the “Bookings” page, which can cause mismatched invites.
• Forgetting to update “Location” after switching from in-person to online, leading to missing links.
• Ignoring “Unconfirmed”, so pending payments or partial bookings go unnoticed.
• Rescheduling without sending the update, leaving attendees on the old time.

Good defaults to start with

• Review “Unconfirmed” once daily to clear pending items.
• Prefer “Request a reschedule” over canceling when timing slips by less than a day.
• Standardize “Location” (e.g., Zoom for all first calls) to reduce errors.
• Check “Canceled” weekly to spot patterns and improve show rates.