Bookings and calendarhow-to3 min read
Confirm a booking
Move a booking forward once the details are ready and your team is comfortable committing to it.
Bookings
Confirm a booking
Move a booking forward once the details are ready and your team is comfortable committing to it.
Where this lives
Confirm a booking only after the schedule, products, customer details, and payment expectations are solid enough to commit operationally.
What to confirm before confirming
- The booking should have the right date, time window, delivery address, and inventory commitments.
- Any required deposit or payment expectation should be clear to both staff and customer.
- Operational notes that affect setup or access should already be present.
After confirmation
- The team should treat the booking as real workload, not as a tentative draft.
- Follow-up messaging and reminder logic may change once the booking is confirmed.
- If major details still shift often, keep using a draft or pending workflow instead of confirming too early.
