The list view shows every booking slot for the selected day in a table. The current version is built around inline actions — there's no three-dot menu per row. Status and workflow state are editable directly in their cells. Quick-action chips, an inline Book now button, an inline Collect payment button, Add note and Edit chips, and a row-click that opens the unified booking drawer cover everything you used to do through a dropdown menu.
Getting started
Navigate to Bookings > Bookings from the sidebar. List view is the default. Use the view switcher in the toolbar to flip to the Event calendar, Resource calendar, or Kanban view.
How it works
Each row is one booking slot on the selected date. The page splits into the toolbar at the top, two filter popovers above the table, an optional resources sub-table, and the main bookings table.
The eight columns of the main table are Time, Status, Event, Customer, Participants, Payments, Notes, and Staff. Clicking a row on desktop opens the booking drawer; on mobile, use the Edit button at the bottom of the card.
The list shares state with the other views, so filters, dates, and cart contents persist across switching.
Step-by-step guide
Create a custom slot
Click Create new at the top left. The dropdown has two options.
| Option | Permission | Opens |
|---|---|---|
| Custom time slot | Update booking slots | Drawer to create a one-off booking time slot outside any schedule |
| Custom resource slot | Update resource slots | Drawer to create a one-off resource availability slot |
For booking customers into existing slots, use the inline Book now action in the Customer cell (described below).
Navigate dates
| Element | What it does |
|---|---|
| Previous arrow | One day back |
| Next arrow | One day forward |
| Today | Jump to today |
| Date picker | Pick any date |
Filter the list
Two filter popovers sit above the table.
| Filter | Behavior |
|---|---|
| Status | Multi-select popover with the title Filter by status. Options include Available, Booked, Completed, Blocked, Cancelled, Expired, Call to book, Checked in, plus any custom statuses configured in Booking slot settings. Buttons: Reset and Update |
| Event | Multi-select popover with the title Filter by event. Lists every event in the group. Buttons: Reset and Update |
The refresh icon to the right of the filters is Reset all filters — clears every filter at once.
Set or change a slot's status inline
The Status cell shows a colored pill with the current status. When the status is editable (not locked to Booked, Completed, or Cancelled), the pill has a small caret indicating it's a dropdown.
| Step | Action |
|---|---|
| 1 | Click the status pill |
| 2 | Pick the new status from the dropdown |
| 3 | The change saves immediately |
Statuses that lock the pill from inline editing (Booked, Completed, Cancelled) require the booking drawer to change — open it via row click and use the relevant section there. Editing requires the Update booking slots permission.
Set or change a workflow state inline
The Event cell shows the event name plus, if a workflow state is set, a styled badge next to it. Click the badge to open a small dropdown listing every configured workflow state plus a Clear state option. Picking a new state saves immediately.
When no workflow state is set, no badge appears; use the booking drawer to set the first state (or use the same dropdown if one is already there).
Book a customer into an available slot
For available slots, the Customer cell shows a Book now button instead of a customer name. Click it to open the booking drawer in its create-booking mode with the slot pre-selected. The button requires the Create bookings permission.
For public-booking slots that already have a group reservation, the drawer opens with the option to add another group instead.
Add the slot to the cart
The list view doesn't have a dedicated Add to cart menu item. Instead, available slots that you want to bundle for a single transaction are added from the booking drawer or the calendar views. The Cart (N) button at the top of the page surfaces the cart count and lets you check out everything currently staged.
Collect a payment inline
Booked or completed slots with an outstanding balance show a Collect $N link in the Payments cell and a matching button in the Notes cell.
| Click | Result |
|---|---|
| Collect $N link (Payments cell) | Opens the booking drawer to the collect-payment section |
| Collect $N button (Notes cell) | Same. Slightly different visual placement for mobile cards |
Read the row's quick chips
The list view surfaces several inline chips and badges that let you scan for important context without opening the drawer.
| Chip | Where it appears | When it shows |
|---|---|---|
| Notes count (e.g., "2 notes") | Status cell | When the slot has one or more notes. Click opens the drawer to the Notes section |
| In cart | Event cell | When the slot is currently in your cart |
| Addons | Event cell and Payments cell | When the transaction includes add-on items. Click opens the drawer to the transaction section |
| Customer alert | Customer cell | When the customer has alerts on file. Click opens the drawer to the customer section |
| Checked in count (popover) | Participants cell | "N checked in" with a click-to-expand popover listing every signed-waiver participant |
Add a note
In the Notes cell, click the Add note chip. The booking drawer opens to the Notes section. Requires the Update bookings permission.
Edit the booking via the drawer
On desktop, click anywhere on the row to open the booking drawer. On mobile, tap the Edit button at the bottom of the card. The drawer shows the booking's full details (customer, transaction, payments, custom fields, waivers, notes, staff, resources, activity log, etc.) and is the single place to perform every detail-level operation.
| Trigger | What happens |
|---|---|
| Row click (desktop) | Opens drawer to detail view |
| Edit button (mobile / Notes cell) | Same |
| Status pill (editable) | Inline change without opening the drawer |
| Workflow state badge | Same |
| Book now (Customer cell) | Opens drawer in create-booking mode |
| Collect $N (Payments or Notes) | Opens drawer to collect-payment section |
| Add note (Notes cell) | Opens drawer to Notes section |
| Notes count chip | Same |
| Addons chip | Opens drawer to transaction section |
| Customer alert chip | Opens drawer to customer section |
Show or hide assigned resources
When the day has resource slots configured, a Show assigned resources / Hide assigned resources link appears under the filter toolbar. Click to expand a separate resources sub-table.
The resource sub-table has its own columns: resource (name or staff member), category (badge), start, end, behavior (autoblock / auto-unblock / lock-after-assignment badges), schedule name (or "Manually created"), and actions. Each row has a three-dot menu with these actions.
| Action | Effect |
|---|---|
| Edit resource slot | Opens the resource slot editor |
| View activity log | Opens the activity log for the resource slot |
| Delete resource slot | Permanently deletes the slot |
Resource slot operations are the only place a three-dot menu still appears in the list view.
Run bulk actions
Open the gear menu at the top right and pick Bulk actions. The bulk actions drawer opens with controls for changing many slots at once (status, booking-notice fields, resource assignments, notes, slot pricing, etc.) bounded by a date range and optional time range. Requires the Update booking slots permission.
Use the gear menu
| Option | Permission | Effect |
|---|---|---|
| Bulk actions | Update booking slots | Opens the bulk actions drawer |
| Booking slot settings | Update booking slots | Opens the booking slot settings drawer (default status colors, custom statuses, customer fields) |
| Workflow states | Update booking slots | Opens the workflow states modal |
| Show schedule name | None | Adds a schedule-name line under each event in the Event cell |
| Hide schedule name | None | Hides the schedule-name line |
| Show staff | When staff feature enabled | Reveals the Staff column |
| Hide staff | When staff feature enabled | Hides the Staff column |
Reference
Toolbar
| Position | Element |
|---|---|
| Top left | Create new dropdown with Custom time slot and Custom resource slot |
| Top right | Cart (N) button (when cart is non-empty), view switcher (List view / Event calendar / Resource calendar (Beta) / Kanban board), gear menu, date Previous / Next arrows, Today button, date picker |
Filter toolbar (above the table)
| Filter | Title | Type |
|---|---|---|
| Status | Filter by status | Multi-select. Each option Reset / Update |
| Event | Filter by event | Multi-select. Reset / Update |
| Reset all filters | (icon button) | Clears every filter |
| Show / Hide assigned resources | (link) | Toggles the resources sub-table. Only when resource slots exist for the day |
Main table — columns
| Column | What it shows |
|---|---|
| Time | Slot start time, or All day when applicable |
| Status | Editable status pill (when not locked). Notes count chip when notes exist |
| Event | Event name, schedule name (when toggle is on), workflow state badge (inline editable), In-cart badge, Addons chip |
| Customer | Customer name with link to customer detail and email/phone, Customer alert chip when applicable. Book now button on available slots. Incomplete label when a booked slot has no transaction yet |
| Participants | "N participants". "N checked in" with click-to-expand popover listing every signed-waiver participant |
| Payments | Transaction id link (or Public booking (N group(s)) for shared slots). Due and Paid amounts. Addons chip. Collect $N due link when there's an outstanding balance |
| Notes | Important note preview with "+N more" indicator. Collect $N button when applicable. Add note chip. Edit button |
| Staff | Assigned staff names with icon. Falls back to "N staff assigned" + "N/M resources available" when none are explicitly assigned. Hidden by gear-menu toggle and on mobile |
The table has no select checkbox column, no drag handle column, and no traditional three-dot menu column.
Empty state
| Element | Copy |
|---|---|
| Image | Panda holding a calendar |
| Heading | "No bookings on this date" |
| Hint | "Once customers book or you add slots, they'll show up here." |
Status pills
Status pills are colored by the status's display color (overridable in Booking slot settings). Each pill is a dropdown when the status is editable; clicking opens a small menu of every available status with the current one disabled. Booked, Completed, and Cancelled statuses lock the pill from inline editing — use the booking drawer instead.
Status labels
| Display label | When |
|---|---|
| Pending | Booked + unpaid transaction |
| Booked | Booked + paid |
| Waiver signed, no booking | Custom catch-all for waiver-without-booking case |
| Passed | Expired |
| Available / Completed / Blocked / Call to book / Cancelled | Standard status names |
| Custom status | When defined in Booking slot settings |
Workflow state badge
| Element | Notes |
|---|---|
| Trigger | Click on the badge |
| Dropdown | Lists every configured workflow state plus Clear state |
| Save behavior | Saves immediately on selection |
| Empty state | Badge doesn't render; use the drawer to set the first state |
Inline quick-actions per cell
| Cell | Inline actions |
|---|---|
| Status | Status pill dropdown (editable), Notes count chip |
| Event | Workflow state badge dropdown, In cart badge, Addons chip |
| Customer | Customer link, Customer alert chip, Book now button (on available slots), Incomplete label (on broken bookings) |
| Participants | Waiver check-in popover |
| Payments | Transaction id link, Addons chip, Collect $N link |
| Notes | Note preview link, Collect button, Add note chip, Edit button |
Resources sub-table (optional)
| Column | Notes |
|---|---|
| Resource | Resource label or staff name |
| Category | Colored badge |
| Start | Date + time |
| End | Date + time |
| Behavior | Badges: auto-block, auto-unblock, locked-after-assignment |
| Schedule name | Schedule badge or "Manually created" |
| Actions | Three-dot menu with Edit resource slot, View activity log, Delete resource slot |
Booking drawer
Clicking a row on desktop opens the Booking drawer — the unified detail and edit surface shared across all four bookings views. Inline triggers from the list (Book now in Customer, Collect $N in Payments / Notes, Add note in Notes) open the drawer directly to a relevant sub-view. See the Booking drawer article for the full breakdown of every section and sub-view.
Gear menu
| Item | Permission | Effect |
|---|---|---|
| Bulk actions | Update booking slots | Opens the bulk actions drawer |
| Booking slot settings | Update booking slots | Opens the slot settings drawer |
| Workflow states | Update booking slots | Opens the workflow states modal |
| Show schedule name / Hide schedule name | None | Toggles the schedule name line in the Event cell |
| Show staff / Hide staff | Staff feature enabled | Toggles the Staff column |
Mobile layout
Mobile collapses each row into a flex-grid card with a left accent strip. Field order: Status + Time (top line), Event (line 2), Payments (line 3), Participants (line 4), Customer (line 5), then a full-width action button row at the bottom. Staff is hidden entirely. The Edit button at the bottom of the card opens the booking drawer; the row click does not (mobile).
The Notes count chip is hidden on mobile (the count is implied by the Edit button driving you to the drawer's Notes section).
Good to know
- The list view doesn't have a three-dot row menu anymore. Every action that used to live there is now either an inline chip/button on the row or a section in the booking drawer.
- Status pills are editable inline when the status isn't locked. Booked, Completed, and Cancelled require the drawer for safety.
- Workflow state is editable inline via the badge in the Event cell. Click it to change or clear.
- Row click on desktop opens the drawer. On mobile, click anywhere doesn't trigger the drawer — use the Edit button at the bottom of the card instead.
- Book now is the inline equivalent of the old "Book now" menu item. It only renders on slots that are bookable (status not Booked/Completed/Cancelled) and your role has Create bookings.
- Collect $N is your quick-payment shortcut. No need to open the drawer if you just want to take a payment on the spot.
- Add note opens the drawer's Notes section directly. Same drawer; deep-linked.
- The resources sub-table is opt-in. Toggle it with the Show assigned resources link when you want to scan/edit resource availability alongside the bookings table.
- Custom statuses show in filters and pills alongside the built-in ones. Configure them in Booking slot settings.
- Real-time updates keep the list current. Bookings, status changes, and edits made by anyone on your team update the list automatically.
- Bulk actions go through the gear menu's drawer, not via row checkboxes. There's no multi-row select on the list view today.
FAQ
Q: Where did the three-dot menu go?
A: Removed. Every action is now either an inline chip/button on the row or accessed through the booking drawer. Book now is in the Customer cell; Edit is in the Notes cell (and via row click on desktop); Collect is inline in Payments and Notes cells. Cancel, Reschedule, and Delete time slot live in the drawer.
Q: How do I change a slot's status?
A: Click the status pill in the Status cell. For statuses other than Booked, Completed, and Cancelled, the pill is a dropdown — pick the new status and it saves immediately. For locked statuses, open the drawer (row click) and use the relevant section.
Q: How do I assign or change the workflow state?
A: Click the workflow state badge next to the event name in the Event cell. The dropdown lists every configured state plus Clear state. To set the first state on a booking that has none, use the drawer.
Q: I want to cancel a booking. Where's that action?
A: Open the booking drawer (click the row on desktop, or tap Edit on mobile) and use the Cancel action inside the drawer's detail view. The cancel modal asks about slot status and waivers, same as before.
Q: Can I add multiple slots to the cart at once?
A: Not from the list view directly. Add slots from the calendar views or from the booking drawer. The cart count at the top of the toolbar surfaces what's currently staged.
Q: How do I see why a status pill isn't editable?
A: The pill locks for Booked, Completed, and Cancelled statuses. Those statuses involve a transaction or have downstream effects that need the full booking drawer to handle safely. Click the row to open the drawer and change the status there.
Q: Why is the Customer cell showing "Incomplete"?
A: The slot is booked but the transaction is missing — usually a half-completed booking. Click the row to open the drawer and review what's needed (typically a missing customer or payment).
Q: My Staff column is missing.
A: The gear menu's Show staff toggle controls visibility. Also, on mobile the Staff column is hidden entirely regardless of the toggle. Switch to desktop to see staff assignments.
Q: How do I scan who's checked in for a booking?
A: Click the "N checked in" link in the Participants cell. A popover expands with the name, email, and minor/not-participating tags for every signed-waiver participant.
Q: Where do I configure custom statuses or workflow states?
A: The gear menu has Booking slot settings for custom statuses and Workflow states for state management. Both open drawers/modals with the right controls.
Q: I'm seeing the resources sub-table even though I don't want it.
A: Click Hide assigned resources in the filter toolbar. The toggle persists for the session.