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Overview

The Bookings page is where planners manage all incoming and active bookings.
From here, you can review requests, approve or reject them, and check participant progress in workflows.
  • Open the sidebar and click Bookings.
  • The page shows a list of all bookings with filters for All, Active, Past, Canceled, Rejected, Waitlisted, Pending, and Completed.
  • Use the search bar or filter dropdown to quickly find specific bookings.

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Booking types

  • Pending approval – Workflows that require confirmation will appear here until you take action.
  • Active bookings – Approved participants currently enrolled in workflows.
  • Past or completed – Bookings where the workflow has ended or all steps are done.
  • Canceled / Rejected – Requests that were declined or canceled by either party.

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Accepting or rejecting a booking

1

Open the booking list

Navigate to the Bookings page from the sidebar and find the request you want to manage.
2

Review booking details

Each entry shows the workflow title, description, labels, and who booked it.
Use the link button to open the booking’s preview page and check user progress.
3

Approve or cancel

  • Click Approve to confirm the request and give the user access to the workflow.
  • Click Cancel / Reject if the request should not be accepted.

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Tracking progress

Once a booking is approved, you can view the client’s progress:
  • Open the booking preview page using the link button.
  • See how far the participant has advanced through workflow steps.
  • Track feedback, ratings, and uploads associated with the booking.
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