Managing Bookings

Bookings are the heart of Knotless. This guide covers everything you need to know about managing your bookings effectively.

Creating a New Booking

To create a new booking:

1. Click Bookings in the sidebar
2. Click the New Booking button
3. Fill in the booking details:
   • Client name and contact information (email, phone)
   • Event date and time
   • Venue with Google Places autocomplete for address lookup
   • Party size
   • Notes
4. Click Save to create the booking

{/_ TODO: Screenshot of the new booking form with fields filled in /} {/ Preferred filename: new-booking-form.png _/}

Tip

When typing a venue name, the Google Places autocomplete will suggest addresses. Select one to automatically fill in the full address, which also enables map and travel features on the booking detail page.

Booking Status

Each booking has a status that helps you track its progress:

Status	Description
Inquiry	Initial contact, not yet confirmed
Proposal Sent	You’ve sent a proposal to the client
Confirmed	Client has confirmed the booking
Deposit Paid	Deposit has been received
Completed	Event has been completed
Cancelled	Booking was cancelled

To change a booking’s status:

1. Open the booking details
2. Click on the status dropdown
3. Select the new status

{/_ TODO: Screenshot showing the booking status dropdown with all options visible /} {/ Preferred filename: booking-status-dropdown.png _/}

View Modes

The bookings page offers three different ways to view your bookings:

List View

The default view showing all bookings in a paginated table with status badges, client names, dates, and venues. Results are paginated with 10 bookings per page.

{/_ TODO: Screenshot of the bookings list view with status badges and pagination /} {/ Preferred filename: bookings-list-view.png _/}

Calendar View

See your bookings visually on a monthly calendar. Navigate between months using the arrow buttons and click any booking to view its details.

{/_ TODO: Screenshot of the calendar view showing bookings on different dates /} {/ Preferred filename: bookings-calendar-view.png _/}

Map View

View your bookings plotted on a map based on their venue locations. This is useful for planning travel and seeing the geographic spread of your events.

{/_ TODO: Screenshot of the map view showing booking pins on a map /} {/ Preferred filename: bookings-map-view.png _/}

Searching and Filtering

Find bookings quickly using the search and filter tools at the top of the bookings page:

• Search by client name or event details
• Filter by status to show only bookings at a specific stage
• Filter by date range to narrow down to a time period
• Sort by different fields (date, name, status)

{/_ TODO: Screenshot showing the search bar and filter dropdowns /} {/ Preferred filename: bookings-search-filters.png _/}

Note

Filtering and pagination happens server-side, so even with thousands of bookings the page stays fast. Your filter selections are preserved in the URL, so you can bookmark specific views or share them.

Booking Details

Click on any booking to view its full details page:

{/_ TODO: Screenshot of the booking detail page showing the hero section with status, client, and venue /} {/ Preferred filename: booking-detail-page.png _/}

Information Displayed

The booking detail page shows:

• Hero section with status badge, client name, event date, and venue
• Breadcrumb navigation back to the bookings list (preserving your filters)
• Pending approvals banner if there are emails or pages awaiting your approval
• Detail cards organised in a grid showing:
  • Client contact information
  • Event date and time
  • Venue with map
  • Travel distance and estimated travel time
  • Party size
  • Notes
  • Payment/invoice status

Editing Bookings

To edit an existing booking:

1. Open the booking from the list or calendar
2. Click Edit
3. Make your changes
4. Click Save

Deleting Bookings

To delete a booking:

1. Open the booking details
2. Click More Options (three dots)
3. Select Delete Booking
4. Confirm the deletion

Deleted bookings cannot be recovered. Consider marking as “Cancelled” instead to maintain records.

Stale Bookings Wizard

If you have bookings that haven’t been updated in a while, Knotless will show a stale bookings banner on your dashboard and bookings page. Click it to open the wizard, which guides you through each stale booking so you can quickly confirm, cancel, or update them.

{/_ TODO: Screenshot of the stale bookings wizard stepping through a booking /} {/ Preferred filename: stale-bookings-wizard.png _/}

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