Manage bookings yourself

Create a booking

Use this when a customer calls/texts instead of booking online.

Typical flow

1. Log into your OnBooq Portal

2. Go to your Bookings module tab (from left side menu)

3. Click 'Manage Bookings' to open your booking dashboard

4. Use the credentials provided to access Booking dashboard

5. Create a new booking

6. Enter the customer details (name + contact)

7. Select service + date/time

8. Save

9. The customer receives a confirmation message (based on your notification settings) 

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Reschedule a booking

Use this when you need to move jobs due to staffing, weather, or route changes.

Typical flow

1. Log into your OnBooq Portal

2. Go to your Bookings module tab (from left side menu)

3. Click 'Manage Bookings' to open your booking dashboard

4. Use the credentials provided to access Booking dashboard

5. Open the booking in your dashboard

6. Click 'Edit appointment'

7. Choose a new date/time

8. Save changes

9. The customer receives an updated notification (based on your settings) 

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Cancel a booking

Use this when a booking can’t go ahead or you need to clear the slot.

Typical flow

1. Log into your OnBooq Portal

2. Go to your Bookings module tab (from left side menu)

3. Click 'Manage Bookings' to open your booking dashboard

4. Use the credentials provided to access Booking dashboard

5. Open the booking in your dashboard, under Appointments tab

6. Change the status of the appointment to 'Canceled' to cancel the booking

7. Customer receives a cancellation/update notification (based on your settings) 

   

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What happens when you manage bookings for customers

• Your dashboard remains the source of truth for the schedule. 

• Customers can still self-serve changes (if enabled), but your updates will override the schedule accordingly.