The kanban view shows your bookings as cards on a board. Each column is a workflow state you define (for example, Checked in, Briefing, In progress, Debriefing). Drag a card between columns to update its state, click a card to open the full booking drawer, and use inline icons for quick actions like viewing attachments or collecting payment.
Getting started
Navigate to Bookings > Bookings from the sidebar, then click the columns icon in the view switcher (or go directly to /bookings/kanban).
Before anything shows, you need to define at least one workflow state. The view shows a panda empty-state illustration and a Create workflow states button until you do.
How it works
The board has two kinds of columns: Unassigned on the left, and one column per workflow state after that. Every booking shows as a card in exactly one column at a time. Bookings that haven't been assigned a state sit in Unassigned.
To move a booking through your process, drag its card from one column to another. The drop updates the workflow state immediately. Dragging to Unassigned clears the state.
Workflow states are defined from Gear > Workflow states. Each state has a name, optional description, color, and optional icon. They apply to every view in the Bookings hub (the list view, for instance, shows a workflow badge on each row), but the kanban view is the primary way to interact with them.
Reference
Toolbar
| Element | Purpose |
|---|---|
| Date navigation | Previous / Next day, date picker, Today |
| View switcher | Switch to List, Calendar, or Resource calendar |
| Filter panel | Event multi-select, Status multi-select, show/hide all toggles |
| Gear menu | Booking slot settings, Workflow states |
| Create new dropdown | New booking |
Columns
| Column | Description |
|---|---|
| Unassigned | Bookings with no workflow state assigned. Always first. Counts at the top. Empty text: "Drag a booking here to unassign" |
| Workflow state column | One per defined state. Header shows color dot or icon, name, and booking count. Empty text: "Drag a booking here" |
Click any column header to collapse that column. Collapsed columns show only the chevron and expand on click.
Card contents
Each card is compact but dense. Top to bottom:
| Element | Shown when |
|---|---|
| Top actions row | Contains the icon buttons below |
| Attachments icon | The booking has attachments |
| Incomplete tasks icon | The booking has open subtasks |
| Customer alert icon | The customer has an active alert |
| Book now icon | Slot is unbooked and the viewer has permission. Clicking opens the create booking flow |
| Game image + event name | Always (image only if set) |
| Status/customer line | One of: "Available" / "Blocked" / "Call to book" / "Passed" (for expired) / custom status label / or customer name + group size for booked slots |
| Time | All day label, or multi-day "date range · start - end", or just "start - end" |
| Staff avatars | Shown when staff are assigned, with tooltips |
| Resource chips | Color-coded chips for each assigned resource (rooms, staff, equipment), up to a few visible with a +N overflow indicator. A small amber warning dot appears when the booking is missing a required resource. Each chip has a color dot, an optional lock icon if the assignment is locked, and the resource label. Click any chip to open the booking drawer with the Resources section expanded |
| Payment status badge | Paid (green) when paid, or Due (red, clickable) to open collect payment. Shown for booked or completed slots with a non-custom status |
| Waiver status | Shown if the booking has a waiver attached |
| Important note | Inline note text, shown if one is flagged as important |
Drag interactions
- Drag works on desktop (not on touch devices due to
isMobile ? 'false' : 'true'ondraggable) - Drag start highlights the source card
- Dragging over a column highlights the column as a valid drop target
- Drop on a workflow state column assigns that state to the booking
- Drop on the Unassigned column clears the booking's state
The booking drawer
Clicking a card slides the Booking drawer in from the right — the unified detail and edit surface shared across all four bookings views. The kanban board stays visible underneath. The drawer renders the same set of collapsible sections and sub-views regardless of where you opened it from, plus two kanban-only sections: Subtasks and Attachments. See the Booking drawer article for the full breakdown.
Step-by-step guide
Set up workflow states
- Open the gear menu in the toolbar
- Select Workflow states
- Click Add state
- Enter a Name (required, up to 100 characters)
- Optionally add a Description (up to 255 characters)
- Pick a Color from the swatches or the color picker
- Optionally pick an Icon from the icon grid (or leave none)
- Click Create
- Repeat for each column you want. Drag rows by the handle to reorder. Use the three-dot menu for Edit or Archive
Tip: Start simple with 3-4 states. Add more later as your process evolves.
Move a booking between states
- Click and hold a booking card
- Drag it to the destination column (highlights in pink when you hover)
- Release to drop; the state updates immediately
- To unassign, drag the card into the Unassigned column
Drag is desktop-only; on mobile, open the card and set the state from the booking drawer.
Collapse a column
- Click any column header
- The column collapses to a narrow chevron tab
- Click the tab again to expand
Filter the board
- Use the filter panel in the toolbar to narrow what appears on the board:
- Events: show/hide specific events
- Status: show/hide specific booking statuses
- Use the show/hide all toggles in the filter panel for quick bulk changes
Open a booking for full details
Click anywhere on a card (outside the icon buttons) and the Booking drawer slides in from the right. The kanban board stays visible underneath, so you can move between cards without losing context. The kanban-only Subtasks and Attachments sections render in addition to the standard sections shared across all four views. See the Booking drawer article for the full breakdown.
Use the card icon buttons
- Attachments: opens the booking attachments view inside the drawer
- Incomplete tasks: opens the subtasks view in the drawer
- Customer alert: opens the customer alert detail
- Book now: creates a booking for an unbooked slot without leaving the kanban view
Check resource assignments from a card
- Look at the chip row near the bottom of each card. Each chip is one assigned resource (color, optional lock icon, label)
- An amber warning dot at the end of the row means the booking is missing a required resource; spot it at a glance to resolve the gap
- If there are more resources than fit on the card, you'll see a +N overflow chip
- Click any chip (or the overflow indicator, or the warning dot) to open the booking drawer scrolled to the Resources section, where you can add, remove, or lock assignments
Collect payment from a card
- For a booked slot with a balance, the Due button shows the outstanding amount in red
- Click the button
- The payment collection view opens in the drawer
- Enter amount, pick method, and confirm
Create a booking from the kanban view
- Click Create new in the toolbar
- Select New booking
- Fill out the form and save
- The new booking appears in Unassigned unless you assign it a workflow state
Good to know
- The kanban view needs at least one workflow state. Without one, you'll see the empty state and a Create workflow states button.
- Workflow states and booking statuses are separate. Status (available, booked, completed, cancelled) reflects the booking's lifecycle. Workflow state (checked in, briefing, etc.) is your team's internal tracking. A booking can have both at the same time.
- Cards update in real time as teammates drag bookings or change details. You don't need to refresh.
- Archiving a workflow state removes its column from the board. Bookings that had that state return to Unassigned; their history is preserved in activity logs.
- The Book now icon on an unbooked card is a shortcut. It creates the booking without requiring you to open the drawer first.
- The workflow badge also appears on list view rows and above the card in the calendar view. You can change a workflow state from any of those views.
- On mobile, drag-and-drop is disabled (as a browser/touch limitation). Change a workflow state from the booking drawer instead.
FAQ
Q: How do I create workflow states?
A: Open the gear menu and select Workflow states. Add, rename, reorder, recolor, and archive states from there. Changes apply immediately across every view.
Q: Can I use the kanban view without workflow states?
A: No. The board needs at least one state to show columns. The view shows a panda empty-state illustration until you create one.
Q: Does moving a card change the booking status?
A: No. Moving a card changes the workflow state, not the booking status (available, booked, cancelled). Status reflects the booking lifecycle; workflow state is your team's internal tracking tool.
Q: Can I use drag-and-drop on my phone?
A: Drag-and-drop is desktop-only. On mobile, tap the card to open the drawer and change the workflow state from there.
Q: What happens when I archive a workflow state?
A: The column disappears from the board. Bookings that had that state return to Unassigned. Historical assignments are preserved in the activity log.
Q: Why do some cards show attachments, alert, or task icons?
A: Those icons appear when the booking has attachments, an active customer alert, or open subtasks. Click the icon to jump directly to the relevant section of the booking drawer.