List view

The list view shows every booking slot for the selected day in a table, or every booked slot across a week, the next 30 days, or a custom range, grouped by day. The list is built around inline actions, with 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.

For booking customers into existing slots, use the inline Book now action in the Customer cell (described below).

Navigate dates

View a week or a longer range

1. Click Range in the toolbar
2. Pick Day, Week, Rolling 30 days, or Custom range
3. For Week, use the arrows to move a week at a time. The week starts on the First day of the week set in your company group settings
4. For Custom range, pick a start and end date (up to 45 days). Rolling 30 days always covers today and the next 29 days, so it has no date controls

Longer ranges show booked slots only, grouped under a header row for each day that shows the date (in your group's date format) and that day's booking count in brackets. A banner above the table says Showing only booked slots with the dates, and Switch to day view to see all slots returns to the Day range. The list remembers the range you picked.

Filter the list

Two filter popovers sit above the table.

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.

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.

Tagged bookings also show small colored dots in the Event cell, one per tag in its library color. Hover the dots to see the tag names, or click them to open the booking drawer, where tags are applied and removed. See the Tags article for the full feature.

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.

Book several slots in one order

1. Click an open row to open its drawer and click Add to cart. A banner reads Click an open slot to add to your cart
2. Click each other open row you want (its Book now button works too). Each slot becomes a line in the drawer's cart and its row shows an In cart tag
3. Set the people on each line, fill in the customer and payment, and click Create bookings. One order is created with a booking for each slot

A row that can't take a new booking (requested, completed, cancelled, or already held privately) is refused with a message. See Booking drawer for every option.

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.

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.

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.

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.

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.) applied either to a date range (with an optional time range) or to slots you pick on the list (Scope > Specific slots). Requires the Update booking slots permission.

Use the gear menu

Reference

Toolbar

Filter toolbar (above the table)

Main table — columns

The table has no select checkbox column, no drag handle column, and no traditional three-dot menu column.

Empty state

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

Workflow state badge

Inline quick-actions per cell

Resources sub-table (optional)

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

Mobile layout

On phones the toolbar stacks into three rows. The first row holds the view switcher, a + button (the same Custom time slot and Custom resource slot options as Create new), and the gear menu. While a cart has slots and the drawer is closed, a cart button with the slot count sits on the right edge of the screen. The second row holds the date arrows, the date, and Today. The third row holds the Range selector and a filter button that shows or hides the status, event, and tag filters; a badge on the button counts the active filters.

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

• Ranges longer than one day show booked slots only. Available, blocked, and cancelled slots only appear in the Day range. Use Switch to day view to see all slots in the banner to get back to the full day.
• The Day range follows New day starts at. When your company group settings set a start time after midnight, the Day list shows every slot that starts between that time and the same time the next morning, so a 12:30 AM slot appears on the evening before. The row keeps the slot's real date.
• 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.
• A cutoff label can appear under the status pill. When Show online booking cutoff on time slots is on (gear menu, View settings), available slots past their online booking cutoff show a small label such as "call to book only". Hover it for the full explanation. The setting is venue-wide, so it also applies to the calendar, resource calendar, and kanban views. See Booking slots for the per-slot notice settings behind it.
• 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 line counts the way auto-blocking does. A resource counts only toward the events it applies to (All events, or the events picked under Selected events), and only when its hours cover the whole slot. Its free capacity follows its blocking rules: bookings already holding it, Include event start/end time in block rule, Lock resource after first assignment, and your group's buffer settings. Events that allocate by resource category show one line per required category, and "No resources required" appears when the slot's group size needs no resources from any category.
• 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. To change only certain slots, choose Specific slots under Scope in the drawer, click Select slots on calendar, then click the rows you want and Done.

FAQ

Q: Can I see a whole week of bookings in the list?

A: Yes. Pick Week from the Range selector. Rolling 30 days and Custom range (up to 45 days) are also available. Bookings are grouped by day, and only booked slots show.

Q: Where are the filters on my phone?

A: Tap the filter button next to the Range selector. The status, event, and tag filters open below the toolbar, and tapping the button again hides them.

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: Yes. Open one open row's drawer and click Add to cart, then click each other open row. Every slot you click joins the cart in the drawer, and Create bookings books them all in one order.

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 signed a waiver for a booking?

A: Click the "N signed" link in the Participants cell. A popover expands with the name, email, and minor/not-participating tags for every signed-waiver participant.

Q: A waiver was signed on a slot nobody booked. What happens to the slot?

A: Nothing changes on the slot. It keeps its status (available, call to book, blocked, or a custom status) and behaves exactly as that status for booking and autoblocking. The Participants cell shows "N signed" in orange so you can see the waiver, and the Has waivers filter lists every such slot.

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.