Follow a booking from pending to completed
Every booking shows one clear next step at each stage of the visit, so the right button is always the obvious one.
- Who can do this
- Everyone
- Where to find it
- Dashboard > Diary > a booking
- Step 1: Open the booking from Today or the Diary.
- Step 2: Read the stage bar: pending, confirmed, arrived, in service, checkout, completed.
- Step 3: Press the single highlighted action to move it on. Other actions sit under the ... menu.
- Step 4: Add extras to the booking if the client asks for more on the day.
- Step 5: Check the price breakdown against what was quoted before you reach checkout.
Check it worked: The booking shows the next stage, and Today reflects it.
Tip: You can reassign the team member or change the time from the same panel.
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Last reviewed 22 October 2026 by Sam. Something look different? Open More, then Report Issue in your dashboard and name this guide.