Booking drawer

The booking drawer is the single, unified surface for every detail and action on a booking. It opens from any of the four bookings views — List view, Calendar view, Resource calendar, or Kanban view — and renders the same sections regardless of where you opened it from. When you need to edit something larger (reschedule, cancel, edit tickets, collect payment, etc.), the drawer switches into a focused sub-view with a back arrow that returns to the detail. It is also where you create bookings: Book opens the Create booking view, and Add to cart builds one order from several slots.

Getting started

Open any bookings view (List view, Calendar view, Resource calendar, or Kanban view) and click a slot to slide the drawer in from the right.

How it works

The drawer is a fixed-width panel that slides in from the right (520px on desktop, 450px on tablet, fullscreen on mobile). The view it opens to depends on what you clicked.

When the slot holds a pending booking request (Requested status), a Booking request bar appears at the top of the drawer with Approve and Deny actions and the payment context. Approving confirms the booking; Deny opens the Deny booking request sub-view. While a request is pending, the slot's status is locked and can only change through those two actions (see the Request to book article).

The detail view has up to 17 collapsible sections. The set you see depends on the slot's status (Available, Booked, Completed, etc.) and whether the booking has a transaction yet. Each section has a header with the section title, an icon, optional badges (counts, alerts), and section-specific right-side actions; clicking the title toggles expansion. Two sections (Slot details and Customer) are expanded by default; the rest are collapsed.

Large flows like rescheduling, cancelling, editing tickets, or collecting payment open as their own sub-views inside the same drawer. The back arrow returns you to the detail view with the booking context preserved.

Step-by-step guide

Open the drawer

Click any slot in any of the four bookings views. The drawer slides in from the right. The header shows the event name, a meta line (date, time, participants, customer), and dynamic action buttons based on the slot's state.

Read the header

The dynamic action buttons in the header change based on the slot's state.

Navigate a public booking

Public bookings are shared time slots where multiple unrelated groups book the same slot. When the slot has at least one child booking, the drawer renders a pill navigator at the top.

Click any group card on the overview to switch to that child's pills; click Overview to come back. Per-child sections (Customer, Tickets, Transaction summary, Payments, etc.) only render once you've selected a child.

Block remaining seats (Overview, public slots with at least one booking)

Below the list of booked groups on the Overview, a Block remaining seats toggle holds the leftover capacity of the shared slot so no new customers can book it online, while keeping every existing group in place. The icon is a lock circle. The helper text adapts to the current state:

When on, the slot disappears from the customer booking site immediately (both the single-event availability view and the multi-event schedule view) and is rejected at checkout if a customer reaches it from a stale page. Staff can still Add group manually from the drawer header — that's the point: hold the seats, then seat the right group by hand (typical use: an accommodation or special-needs group seated by hand). Flip the toggle off to reopen the seats to online customers; the change is fully reversible and recorded in the activity log.

The toggle only appears on public slots that already have at least one booking. Empty public slots have no "remaining" seats to hold; use the standard Blocked status to close them entirely instead. The toggle is hidden on private slots and on slots that don't have a single child booking yet.

Read the sections

The drawer renders sections in this order. Click a section header to expand or collapse it.

Edit the slot details inline

The Slot details section is the foundation. Both Status and Workflow state are inline editable — pick a new value from their dropdowns and the change saves immediately.

One labeled button lives to the right of the Slot details title.

Rescheduling is not in this header. It has its own labeled row attached to the bottom of the Slot details card (see Reschedule below), so it cannot be confused with Edit slot.

Tag the booking

The Tags section shows the booking's tags as colored chips from your location's tag library. Click Add tag to pick from the library's active tags, click the x on a chip to remove one, or choose Manage tags in the dropdown to open the library in a new tab. Adding and removing tags needs the Add and manage notes and tags on bookings permission (or permission to update bookings or time slots); without it the section shows the tags read-only.

Tags applied here also appear as colored dots on the list view, kanban board, and resource calendar. If a tag is set to tag a booking's customers automatically, applying it here also tags every customer on the booking. See the Tags article for the full picture.

Manage the customer

The Customer section shows the customer attached to the booking. Click Edit customer in the section header to open the Edit customer sub-view. Click the external link icon (when present) to open the customer's full record in Customers.

Manage the tickets

The Tickets section lists every ticket category on the booking with participant count and price. The header has a badge with the total participants and an Edit tickets button (when you have Update bookings).

The Pricing model sub-section inside Tickets is collapsible. It surfaces the source (Custom or Default), type (Flat rate or Per person), reservation (Public or Private), cumulative flag, and deposit configuration.

Review the transaction summary

The Transaction summary section embeds a single block that totals every line item on the order. It shows Subtotal, every applied tax on its own row (one row per tax), every applied fee on its own row (one row per fee), Discount, Tips, Total, Paid, Due, and Refunded. Bookings, gift cards, and items show their pre-tax subtotal in the block (so the per-line amount doesn't double up next to the per-tax and per-fee rows). The section header has a warning icon when the due balance is greater than zero and a "View details" link to open the Transaction details page.

Below the totals, two toggle switches let you waive every tax or every fee on the transaction.

The waiver is stored on the transaction, not just applied to the current calculation. Every later edit (applying a promo, adding or removing an item, adding or cancelling a booking, changing group size) respects the saved waiver — taxes and fees don't silently come back. The matching toggles also appear on the Transaction details page's Taxes/Fees/Tips tab.

For groups that use inclusive tax pricing (tax built into the shelf price), waiving taxes actually reduces what the customer pays. The tax is extracted from the price rather than just hidden from the receipt.

On public bookings, each child group has its own Transaction summary with its own Waive toggles. Toggling one group's waiver doesn't affect any other group.

Three inline controls sit at the bottom of the block.

The + Add item link only renders when you have the same edit permission required for tips and promo codes.

Add an item to the booking

Click + Add item in the Transaction summary section to open the Add item sub-view. It's a catalog browser with everything customers can buy plus a fallback for one-off charges.

Pick a tile to expand the selection strip pinned above the footer.

When you pick the Custom item tile, the selection strip switches to a custom form.

Custom items require a positive price (use a 100%-off promo to comp something instead). Catalog items can still be overridden to any price including zero with a deliberate Override.

Click Add to order at the bottom right to commit; Cancel discards and returns to the detail view. After adding, the drawer returns to the detail view with the Transaction summary section auto-expanded so the new line is immediately visible with taxes and fees recalculated.

The same picker is available while creating a booking: in the Create booking view, click Add item under the ticket lines to stage items on the order before it is created. See "Add items while creating a booking" below.

Take a payment

The Payments section lists every payment on the booking's transaction with method icon, label (Card ••••, Cash, Gift card, Customer credit, POS payment), date, and amount. A refund badge appears on refunded payments with the refunded amount.

When the balance is due, a Collect payment link at the bottom opens the Collect payment sub-view.

In the Collect payment sub-view the Amount defaults to the balance due. With Cash, POS payment, Yappy or a custom payment method selected, the amount may be larger than the balance: the full amount is recorded and the transaction summary then shows a negative amount due, which is the change to hand back. With Card, Gift card or Customer credit an amount above the balance shows Amount exceeds balance due and Add payment stays disabled.

Read custom field responses

The Custom fields section renders every response the customer (or your team) entered. Alerted fields appear in a peek-strip at the top even when the section is collapsed so you can scan for important answers.

Manage customer communication

The Customer communication section is one place to send emails about a specific booking and to see every email that's already gone out for the transaction. It renders on every booked or completed slot when you have the View transactions and payments permission (or an admin or manager role). On public bookings, each child group has its own communication section with its own counts and history — switch groups with the pill navigator at the top of the drawer.

The section header shows a small stats line ("N emails sent · Y opened · Z bounced") and three action buttons.

Send an email

The Send email sub-view has one combined Email picker grouped into two sections.

When neither group has any options, the sub-view shows an empty state: Nothing to send yet with links to Automated emails and Custom templates to set them up.

Picking a custom template surfaces a preview with Subject, From, Type, and Description so you can confirm what's about to go out.

The Recipient input below the picker handles the destination.

When Payment request is picked (or a custom template marked as a payment-request type), a money-coins warning appears with the exact outstanding balance: This will request payment of $N from the customer. so you don't accidentally request the wrong amount.

Click Send email at the bottom. The button shows Sending... while in flight; on success, the drawer returns to the detail view and the section's stats update immediately.

View communication history

The Communication history sub-view lists every email sent for the transaction (up to 500 emails). Each row shows the email type, the sender (a staff member's name, email, or System (automation) for automated sends), the recipient, and a chain of status badges separated by chevrons (›).

Each badge carries its own date and time so you can see exactly when each step happened. There's no relative "Updated X ago" timing — every step shows an absolute timestamp.

The empty state reads No emails yet with the hint Emails sent to this customer will appear here.

Browse waivers

The Waivers section lists every signed waiver attached to the booking. Each row shows the participant's name (with Minor and Not participating badges when applicable), email, phone, and timestamp.

Manage notes

The Notes section is the booking-level note channel. Important notes are pinned with a yellow star icon and appear in a peek-strip at the top.

Each note shows the text, author, date, and time.

Assign or remove staff

The Staff section lists every team member assigned to the booking. Click Add to open the staff picker (autocomplete by name or email). Hover a staff row to reveal a remove button. The header also has a View task link when the booking has a linked project ticket.

Manage subtasks (Kanban only)

The Subtasks section is only on the Kanban view. Each row has a drag handle, completion checkbox, title (linked to the project ticket), assignee avatar, priority icon (red/orange/blue), due date, and edit/delete icons. The header badge shows the completed/total count and highlights when every subtask is done.

Click Add to open the create-subtask form inline with title, assignee, priority, and due date.

Manage attachments (Kanban only)

The Attachments section is only on the Kanban view. It has a drag-and-drop upload zone with the helper text "Drop files here or click to browse" and a 25 MB per-file limit. Supported types: .jpg, .jpeg, .png, .gif, .webp, .pdf, .doc, .docx, .xls, .xlsx, .ppt, .pptx, .csv, .txt, .zip.

Each attachment row shows a type-colored file icon, filename, size, a download icon, and a delete icon. Images open in a lightbox.

Review event details (completed only)

The Event details section appears on completed slots that have at least one game-instance record. Each instance row shows the duration ("Total time: N minutes"), host name, interaction count, and issue count. A "View details" link in the header opens the session's Event history detail.

Configure slot pricing (non-booked only)

The Slot pricing section only appears on slots that haven't been booked yet (no transaction). It shows the resolved pricing model.

Click Edit pricing at the bottom to open the Edit pricing sub-view.

Pick a duration

When a slot offers more than one length, a Duration row of pills appears above the ticket categories in the Create booking and Reschedule sub-views. Picking a pill swaps the categories and prices to that duration's set. On a reschedule the pill starts on the booking's current length when the new slot offers it, otherwise on the new slot's default. On a public slot, a group's tab shows that group's own window and length in the header, and the overview lists each group's length next to its guest count. See Multiple event durations.

Assign or change resources

The Resources section lists every resource (room, staff, equipment) assigned to the booking with category dot, name, time-assigned range, and a more menu.

Click the section header without anything assigned to open the inline assignment picker.

Open the activity log

The Activity log section is special — clicking the header doesn't expand a panel inline; it opens the Activity log sub-view with a chronological feed of every change.

Reschedule

Booked slots show a labeled reschedule row with a title, a one-line hint, and a Reschedule button. The button opens the Reschedule sub-view. The row needs the Update bookings permission.

The public booking overview has no reschedule row. Select a group's tab to reschedule that group.

Cancel or delete

The bottom of the drawer has a danger action row that varies by state.

The row reads as text + an action button, not as a section.

Recover an incomplete booking

When a slot shows status Booked but has no transaction (a half-completed booking from an interrupted flow), the drawer surfaces a recovery banner above the sections.

The banner only appears when you have edit permission.

See a private-reservation upgrade

When a slot was upgraded from a public booking to a private reservation, a blue banner appears at the top: Private reservation — this booking was upgraded to private.

Create a booking

Click an available slot in any bookings view and click Book at the top of the drawer (or Book now on a list row or kanban card). The drawer switches to the Create booking view, with every setting for the new booking in one scroll: tickets and pricing, items, promo codes, customer details, optional internal custom fields, payment, and email options.

1. Click an available slot and click Book at the top of the drawer, or click Book now on a list row or kanban card
2. Under Transaction summary, pick a Duration if the slot offers more than one length, then set the number of players for each pricing category. The categories and prices follow the chosen duration
3. (Optional) Click the pencil icon next to a category to override its price for this booking (see "Override a ticket price while creating a booking" below)
4. (Optional) Click Add item under the ticket lines to add catalog items or a one-off charge to the same order (see "Add items while creating a booking" below)
5. (Optional) Under Promo code, search and apply a promo code
6. (Optional) Toggle Waive taxes or Waive fees to remove either from the total
7. Under Customer details, search for an existing customer by name, email, or phone, or type a new customer's details. Required fields: First name, Last name, Email. Phone is required when Require phone number on staff-created bookings is on in Booking slot settings
8. If internal custom fields are configured, an Additional info section appears. Fill in the responses
9. Under Payment options, toggle Take payment now to collect payment now (see "Take payment while creating a booking" below). Otherwise the booking is created with an outstanding balance
10. Under Email options, choose whether to send the booking confirmation and a payment request
11. Click Create booking

Add items while creating a booking

Items from your inventory, and one-off charges, can be added to the booking before it is created, so the customer gets one order, one payment and one confirmation email.

1. In the Transaction summary section, click Add item under the ticket lines
2. The item picker opens in place of the form. Search by name or filter with the category chips. Items marked Add-on are linked to the booked event and sort to the top; every item you sell internally is listed
3. Click an item tile, set the quantity, and optionally click Override to change the unit price. Click Match party size to set the quantity to the number of players on the booking
4. For a one-off charge, click the Custom item tile and enter a name, an optional description, the quantity and the price per unit
5. Click Add to order. The line appears above Subtotal with its quantity and unit price; taxes, fees, promo discounts and the total update right away
6. Repeat for more items. Click the trash icon on a line to remove it before you create the booking

Out-of-stock items can't be added, and a quantity can't exceed the stock on hand. The back arrow in the header closes the picker and returns to the form with everything you had typed still in place.

Override a ticket price while creating a booking

1. In the Transaction summary section, click the pencil icon next to any category. The editor opens at the price the line is charged now
2. Adjust the price in the inline editor
3. Click the checkmark to save the override for this booking
4. Click the refresh icon to restore the original price
5. Click the X to cancel without changing anything

Overrides only apply to this booking. The event's base pricing is not affected.

Apply a promo code while creating a booking

1. In the Promo code section, start typing in the search field
2. Pick a code from the autocomplete suggestions (shows value type and internal-only flag where applicable)
3. Click the Apply button appended to the input
4. The discount appears in the order summary with the code's name and a remove button
5. To remove it, click the X next to the code in the summary

Multiple promos can be applied if they are combineable.

Look up or create a customer

1. In the Customer details section, use the Customer lookup autocomplete to search by name, email, or phone
2. Pick a result to pre-fill First name, Last name, Email, and Phone
3. Or type directly into the fields if the customer is new. The customer record is created when you save the booking
4. Use the reset icon in the lookup append to clear the selection

Take payment while creating a booking

1. Toggle Take payment now on
2. When the event has a deposit, pick a payment mode: Deposit, Full or Custom (see the table below). Otherwise enter the Amount to pay, which defaults to the full amount
3. Pick a Payment method from the dropdown. The methods available depend on your payment settings (see "Payment methods" in the Reference section)
4. For Card with Stripe: pick a Stored card from the dropdown, or pick Use a new card and fill in the card form. When the customer is already saved in your customer list, you'll see Save this card for future payments
5. For Card with Square: use the embedded Square card form. Same save-card option
6. For Card with Authorize.net: use the enhanced payment form
7. For Card with Paystack: creating the booking opens a secure Paystack redirect
8. For Gift card: search by code in the autocomplete and pick a card from the suggestions. The total and remaining balance appear
9. For Customer credit: the customer's available credit balance appears next to the amount input; the pay amount is capped at the remaining credit

When the event requires a deposit, the toggle defaults to Deposit, the Amount to pay field pre-fills with the calculated deposit, and an info note above the toggle reads: Deposit required for this booking: $X. Pay in full or enter a different amount below. Staff just flip Take payment now and submit, with no manual amount entry needed.

The Amount to pay field is locked when the mode is Deposit or Full; switching to Custom unlocks it for free-form entry. Card, gift card and customer credit amounts are capped at the booking total. Cash, POS payment, Yappy and custom payment methods are not: the full amount is recorded and the booking shows a negative balance due, which is the change to hand back.

Choose the booking emails

1. Under Email options, toggle Do not send booking confirmation email to suppress the customer confirmation (useful for test or phone-only bookings)
2. Toggle Send payment request email to customer to email the customer a link to complete payment later. The toggle disables automatically if the amount paid equals the full total
3. Both toggles can be used together. A booking with no payment and no payment-request email is fully manual

Book several slots in one order

Put two or more slots (different events, times or dates) in one order with one customer and one payment. Each slot becomes its own booking inside that order. You stay on the bookings page the whole time.

1. Start a cart: click an available slot in any bookings view and click Add to cart at the top of the drawer. The cart starts with that slot in it
2. A banner across the top of the page reads Click an open slot to add to your cart and counts the bookings in it
3. Click each other open slot you want, in any bookings view. Each one is added and the drawer shows the cart, titled Cart with the number of slots. You can keep clicking slots on the page while the drawer is open
4. Every slot is its own line in the drawer with the event, date and time, and an X to remove it. Set the people for each pricing category on that line. If the event offers more than one length, pick the Duration on the line
5. (Optional) Click the pencil icon next to a category on a line to override its price for that line only
6. (Optional) On an empty shared slot, turn on Upgrade to private reservation to book the whole slot for this customer
7. (Optional) Add items, apply promo codes, and turn on Waive taxes or Waive fees, the same as on a single booking. The totals cover every line
8. Fill in the customer and payment the same way as a single booking. The deposit adds up every line's deposit
9. Click Create bookings. One order is created with a booking for each slot

Tip: if you close the drawer, a cart button with the number of slots stays on the right edge of the screen. Click it to reopen the cart. To drop the cart, click Cancel on the banner, then Clear cart. No bookings are created.

A slot already in your cart, or an open slot a customer is holding in an online checkout on your booking site, shows an In cart tag in every bookings view.

Reference

Sub-views

Every sub-view opens inside the same drawer with a back arrow that returns to the detail view. The booking context never gets lost.

Booking entry points

Create booking view: sections

Create booking transaction summary fields

Price override editor

Customer details fields

Payment methods

Options available depend on your group's payment settings. Stored card selection appears for Stripe or Square when the customer already has card(s) on file and the gateway has card storage enabled. Saving a new card appears only when the customer is already saved in your customer list.

Booking email options

Phone required on staff-created bookings

When Require phone number on staff-created bookings is enabled in Booking slot settings, the Phone field is marked with a red asterisk on the console's booking forms, including the Create booking view and the cart in this drawer and the customer tab on the transaction details page. Saving without a phone is blocked. Public booking pages are not affected.

Header buttons by state

Sections by status

Section header controls

Inline editable fields

Public booking pill navigator

Section default state

Reschedule action row

Danger action row

Responsive widths

Good to know

• The drawer is the same surface from every view. Open it from List, Calendar, Resource calendar, or Kanban — you get the identical detail view and sub-views. The Subtasks and Attachments sections only render in the Kanban context, since they're project-management features.
• Status and Workflow state are inline editable in the Slot details section. Pick a new value from the dropdown and the change saves immediately. Booked and Completed lock the Status dropdown — use Cancel for booked, or open the appropriate sub-view to make safe changes.
• Sections collapse by default except for Slot details and Customer. Click any section title to expand it. Collapsed state is per-section, not global.
• The header's Collect $N button mirrors the inline Collect chips on the bookings views. They open the same Collect payment sub-view.
• Public bookings show a pill navigator at the top with Overview and one pill per child group. Per-child sections (Customer, Tickets, Transaction summary, Payments, etc.) only render when you've selected a specific child.
• Block remaining seats holds leftover capacity without touching existing bookings. Use it when you want to stop new customers from grabbing the rest of a public slot but you've already got a group (or several) booked into it. Existing bookings are never touched when you flip the toggle on or back off. The toggle only appears on public slots with at least one booking — empty public slots have no "remaining" capacity to hold, so use the standard Blocked status instead.
• Block remaining seats is reversible. Flip the toggle off to reopen the seats to online customers. Every flip is recorded in the activity log so you can trace who held the slot and when.
• Manual Add group still works while seats are held. That's the point of the feature — hold the seats from online customers, then seat the right group yourself. Add group from the drawer header at any time.
• Cancel booking releases the slot; Delete slot is permanent. Cancellation preserves history; deletion does not. Pick the right danger action.
• Cancel sub-booking is the public-booking variant of Cancel — it removes one group's booking from a shared slot without affecting the other groups.
• Custom field alerts show in a peek strip even when the section is collapsed so you can spot important answers without expanding everything.
• The activity log is a sub-view, not a collapsible section. Clicking the header navigates inside the drawer; the back arrow returns to the detail view.
• Incomplete bookings get a recovery banner. When a slot is Booked but missing its transaction (from an interrupted flow), reset it to free the slot back up.
• Resources have a lock toggle that controls whether they get auto-reassigned by autoblock rules. Click the lock icon next to any resource to flip it.
• The drawer is fullscreen on mobile. Desktop and tablet keep it as a side panel; phones get the full screen since 520px would be impractical.
• Add items in place without leaving the booking. The Transaction summary section's + Add item link opens a catalog browser that behaves identically to the Add item flow on the Transactions page — receipts and confirmation emails render the new line the same way. Catalog items can be price-overridden; custom items require a positive price (use a 100%-off promo to comp).
• Out-of-stock items stay visible in the Add item catalog so you know they exist, but they can't be added. Use + Custom item for anything not in inventory.
• Customer communication is per group on public bookings. Each child gets its own counts, send buttons, and history. One customer's communication record never bleeds into another's.
• Email history is capped at 500 emails per transaction. In practice no single transaction comes close to that, so there's no pagination today.
• Every email status badge has its own timestamp in the Communication history. No relative "X ago" labels — you see exactly when each step (Sent, Delivered, Opened, Clicked, etc.) happened.
• Payment-request emails surface the outstanding balance before you send so you don't request the wrong amount.
• Waive taxes and Waive fees toggles persist. They live below the Transaction summary totals and save to the transaction itself. Every later edit (promo, item add/remove, booking add/cancel, group-size change) respects the saved waiver — taxes and fees won't silently come back. The same toggles surface on the Transaction details page's Taxes/Fees/Tips tab.
• Inclusive-tax pricing groups: waiving taxes actually reduces the price. For groups where tax is built into the shelf price, flipping Waive taxes extracts the tax from the price rather than just hiding the line on the receipt. The customer pays less when waived.
• Each tax and fee renders on its own row in the Transaction summary, matching the breakdown on the Transaction details page. Collapsed "Taxes" and "Fees" rows are gone.
• Create booking pre-fills the deposit when the event requires one. The Payment options toggle defaults to Deposit, the amount is calculated automatically (flat or per-participant), and an info note explains the policy. Switch to Full or Custom if you need to charge differently.
• The deposit amount is capped at the booking total. Even if a per-participant deposit math would exceed the total, the system caps it. On heavily over-configured deposits, the Deposit and Full pills can display the same dollar amount — that's the cap working, not a bug.
• Deposit defaulting is the modern Create booking flow only. The legacy Transactions > Create new transaction page doesn't pre-fill a deposit and will be replaced in a future release.
• The Customer lookup searches this group's customers. A customer from another group is found too; saving the booking adds them to this group's records.
• Stored cards only appear for Stripe and Square with card storage enabled in payment settings. Saving a new card only appears when the customer is already saved in your customer list, not for a new walk-in being captured.
• Internal custom fields stay internal. Answers captured while creating a booking are hidden from customer-facing emails and invoices.
• Price overrides, discounts, and waived taxes or fees only affect this booking. They don't change the event's base configuration.
• Items added while creating a booking are priced like items added later: item-linked taxes and fees apply per item, and a promo code only discounts the items it is linked to. Stock is reduced when the booking is created.
• The order total in the drawer is checked against the stored order before any card is charged.
• A cart builds one order from several slots. Each slot is a separate booking within that order, and taxes, fees, promo codes and the deposit are worked out across all of them the same way as on a single booking.
• Not every slot can go in a cart. Requested, completed and cancelled slots can't, and neither can a slot that already holds its own booking or a shared slot a group upgraded to private. A shared slot that already has groups can take a new group.
• The cart belongs to your browser tab and the current location. Switching location or signing out clears it.

FAQ

Q: How is the drawer different between List, Calendar, Resource calendar, and Kanban views?

A: The drawer renders the same detail view and sub-views regardless of where you opened it from. The only difference: Subtasks and Attachments sections render only when the drawer is opened from the Kanban view, since those are project-management features tied to that workflow.

Q: Why can't I change the status on a booked slot?

A: Booked and Completed statuses lock the Status dropdown because changing them has downstream consequences (transactions, refunds, waivers). Use Cancel booking for a booked slot or Edit slot for a completed-but-incorrect status.

Q: I clicked Reschedule but didn't see it. Where is it?

A: Reschedule is a labeled row attached to the bottom of the Slot details card, directly under the slot fields. It appears on Booked slots when you have the Update bookings permission. Not on Available, Completed, or Cancelled slots. On a public booking, open a group's tab to see Reschedule sub-booking.

Q: What does the lock icon on a resource do?

A: Locks the resource so it won't be auto-reassigned by autoblock rules. Unlocked resources can be auto-shuffled when capacity changes; locked ones stay put until you manually unlock.

Q: How do I add another group to a public booking?

A: Open the booking and you'll see the pill navigator at the top with Overview selected. Click Add group in the header to open the Create booking sub-view, prefilled to add a child to the shared slot.

Q: What's the difference between Cancel booking and Cancel sub-booking?

A: Cancel booking is for regular (non-public) bookings — it cancels the booking and releases the slot. Cancel sub-booking is for public bookings — it removes one group's booking from a shared slot, leaving other groups' bookings intact.

Q: I want to hold the rest of a shared slot for an accommodation group I'll seat by hand. How?

A: Open the public slot's drawer, stay on Overview, and flip Block remaining seats on. The slot disappears from the customer booking site immediately, so no more online customers can grab the leftover capacity. The groups already booked are untouched. Use Add group in the header to seat your accommodation group manually. Flip the toggle back off when you want to reopen the seats.

Q: Will Block remaining seats remove the customers who've already booked?

A: No. The toggle only stops new online bookings from coming in. Every group already booked stays exactly as it is. It's fully reversible — flip it off and the leftover seats go back on sale.

Q: I don't see the Block remaining seats toggle on my slot. Why?

A: It only appears on public (shared) slots that already have at least one group booked. Private slots don't have shared capacity to hold. Public slots that no one has booked into yet have no "remaining" seats to hold either — use the standard Blocked status from Slot details to close the whole slot in that case.

Q: Will a customer mid-checkout get charged even if I just blocked the remaining seats?

A: No. The change takes effect immediately. The slot is hidden from the customer booking site (both the single-event availability view and the multi-event schedule view), and any checkout that arrives from a stale page is rejected. The customer sees an error rather than completing a payment.

Q: Where do payments live?

A: The Payments section inside the drawer shows every payment recorded against the booking's transaction. Collect payment opens the Collect payment sub-view to take a new payment. For the full transaction view across every line item (siblings, add-ons, gift cards), use the "View details" link in the Transaction summary section.

Q: My drawer opens to Notes / Collect payment / Create booking instead of the detail view. Why?

A: That's the deep-link behavior. Specific inline actions on the bookings views open the drawer directly to a relevant sub-view: Add note chip → Notes, Collect $N chip → Collect payment, Book now button → Create booking. Use the back arrow to navigate to the detail view.

Q: Can I edit attachments and subtasks from List view?

A: No. Attachments and Subtasks render only when the drawer is opened from the Kanban view — they're tied to project ticket records that the Kanban view links to. Use the Kanban view to manage them.

Q: How do I know whether a customer received my email?

A: The Customer communication section shows a stats line ("N emails sent · Y opened · Z bounced"). Click View history to open the Communication history sub-view with per-email status (sent, opened, bounced, etc.).

Q: I deleted a slot by accident. Can I recover it?

A: Deleted slots aren't recoverable. Cancel booking preserves history; Delete slot is permanent. Verify what you're clicking before confirming.

Q: How do I add merchandise or a one-off charge to an existing booking?

A: Open the booking drawer and expand the Transaction summary section. Click + Add item to open the Add item sub-view. Browse the catalog tile grid, filter with the category chips or search, click a tile to expand its quantity and price controls, then click Add to order. For anything not in your catalog, use the Custom item tile at the end of the grid to enter a name, optional description, quantity, and positive price.

Q: Can I add a free item to a booking?

A: Yes for catalog items, no for custom items. Catalog items can be overridden to any price including zero via Override. Custom items require a positive price — to comp something custom, apply a 100%-off promo code instead.

Q: Why can't I add an item that's out of stock?

A: Tracked items show their stock count on the tile. When the count hits zero, the tile is dimmed with a struck-through name and an Out of stock badge, and clicking it doesn't expand the selection strip. Use + Custom item for a one-off if you need to charge for it anyway, or set the item to unlimited stock on the Inventory page.

Q: How do I send a reminder or follow-up email from a booking?

A: Expand the Customer communication section and click Send email. The picker groups options into Simple emails (Booking confirmation, Reminder, Follow-up, Payment request) and Custom templates from Emails and messaging > Templates and automation. Pick one and click Send email.

Q: I don't see Payment request in the simple emails list. Why?

A: It's disabled (with "No balance due" next to the option) when the transaction has nothing outstanding. Collect a refund or wait for a balance to be due, and the option re-enables.

Q: Can I send an email to someone other than the booking customer?

A: With a custom template, yes — the Recipient field is editable and a warning appears when the address differs from the booking customer. Simple emails (confirmation, reminder, follow-up, payment request) always go to the customer on file.

Q: How do I know if a customer opened my email?

A: Click View history in the Customer communication section. Each email row shows a chain of status badges (Sent → Delivered → Opened → Clicked) with absolute timestamps per badge. The section header also shows running totals ("N emails sent · Y opened · Z bounced").

Q: I'm booking a customer over the phone and the deposit should be $40, but the Amount to pay field is locked. Where do I unlock it?

A: The Payment options toggle is on Deposit (or Full), which locks the amount. Switch the toggle to Custom and the Amount to pay field unlocks for free-form entry up to the booking total.

Q: Both the Deposit and Full pills show the same dollar amount. Did I configure something wrong?

A: Probably not — that's the system capping the deposit at the booking total. Per-participant deposits can math out higher than what's owed; the cap prevents overcharging. On games with that configuration, Deposit and Full end up displaying the same amount.

Q: I'm on the Create new transaction page (Purchases > Transactions) and the deposit isn't pre-filling. Why?

A: Deposit defaulting only happens in the modern Create booking sub-view of the booking drawer (reached from the calendar, resource calendar, or event calendar). The legacy Create new transaction page doesn't pre-fill the deposit; it'll be replaced in a future release.

Q: Why are gift card delivery emails missing from the picker?

A: Gift card delivery and gift card purchase confirmation emails are part of the gift card flow on the Transaction details page, not the booking drawer's manual-send picker.

Q: A customer received my email twice. Did I send it twice?

A: Check View history in the Customer communication section. Each send is timestamped, so duplicates show as two rows. Automated sends from Emails and messaging > Simple emails appear in the history with System (automation) as the sender.

Q: I waived taxes on a booking but they came back after I added an item. What changed?

A: That's the old behavior. Waiver state is now stored on the transaction, so any later edit (item add or remove, promo, group-size change, etc.) respects the saved waiver. The Waive taxes toggle below the Transaction summary totals saves immediately and persists through every recalculation. Flip it off any time to bring the charges back.

Q: I'm on inclusive tax pricing. Does waiving taxes actually reduce the price?

A: Yes. For inclusive-tax groups, flipping Waive taxes extracts the tax from the shelf price so the customer pays less. The tax line on the receipt also goes away. Previously this only hid the line; now it's actually deducted.

Q: Why does each tax and fee have its own row instead of a collapsed Taxes / Fees row?

A: The Transaction summary in the drawer now mirrors the per-line breakdown shown on the Transaction details page. One row per applied tax, one row per applied fee — same labels and amounts in both places.

Q: Can I record a cash payment that is larger than the total?

A: Yes. Enter the amount the customer handed over in Amount to pay with Cash selected and create the booking. The full amount is recorded and the booking's balance due goes negative by the difference, which is the change to give back. If you want to return it through the system later, the transaction's refund options include Refund amount due to customer.

Q: Why is the Phone field required suddenly?

A: Your admin enabled Require phone number on staff-created bookings in Booking slot settings. Public booking pages are not affected; only internal booking flows. If you need to turn it off, go to the gear menu > Booking slot settings > Customer fields.

Q: Can I create a booking without a payment?

A: Yes. Leave Take payment now off. The booking is created with an outstanding balance. Optionally toggle Send payment request email to customer so they can pay themselves later.

Q: Can I override the price for one customer without changing the event?

A: Yes. Click the pencil icon next to any ticket category in the Transaction summary section to edit the price inline. The override only applies to this booking.

Q: Can I sell add-ons or merchandise while creating a booking?

A: Yes. Click Add item in the Transaction summary section before you create the booking. Catalog items and one-off Custom item charges go on the same order and are paid together.

Q: What happens if the customer already exists?

A: The Customer lookup autocomplete finds them by name, email, or phone. Select to pre-fill the form. The existing customer record is reused, so their profile (credits, waivers, notes, etc.) stays intact.

Q: Can I use customer credit as payment?

A: Yes. Pick Customer credit as the payment method. The available balance appears; you can pay up to that amount. Remaining balance after the booking is available for future purchases.

Q: Can I apply multiple promo codes?

A: Yes, if the codes are marked combineable. Search and apply one at a time; each appears as a separate line in the order summary.

Q: How do I book multiple slots at once?

A: Open an available slot and click Add to cart at the top of the drawer, click each other open slot you want, then fill in the customer and payment in the drawer and click Create bookings. Every slot becomes a booking in one order. See "Book several slots in one order" above.

Q: Why is the Save card option missing?

A: It only appears when the customer is already saved in your customer list. For a brand-new walk-in customer captured during the booking, the option shows up on later payments once the customer record exists.