Bookings & Orders

Manage, filter, and track every customer booking, payment status, and fulfillment detail in real time from the Bookings & Orders screens.

Service Booking Order List

Advanced Search & Filtering

• Filter By Type — Service Booking (search by service title), Service No / Order ID, or Ordered by Admin (manually placed backend orders)
• Date Range Picker — display bookings scheduled or placed on specific dates
• Filter & Reset — apply selected filters or clear all in one click

Order Summary Bar & Export

• Orders Found — total count of orders matching current filters
• Attendees Found — total number of booked slots/clients in the retrieved orders
• Revenue from Sales — live total collected revenue for the filtered subset
• Export CSV — export the filtered order dataset for offline accounting or reporting
• Orders Per Page — adjust row density (e.g. 20, 50, 100)

Order List Table

Service Queue

The Service Queue is a real-time operational dashboard for tracking upcoming appointments, fulfillment progress, and staff assignments — optimized for daily staff operations rather than the historical Order List.

Queue Filtering

• Service Selector — isolate the queue for a specific service
• Date Picker — filter by service delivery date
• Staff Dropdown — filter by assigned team member
• Status Dropdown — narrow by order or service state
• Order No Field — direct lookup by order ID
• Include Past Dates — toggle to view historical appointments alongside upcoming ones
• Filter & Reset

Queue Data Grid

Service Calendar

A visual, interactive schedule of all appointments, letting administrators and staff view, filter, and plan daily operations at a glance.

Top Metrics

• Total Bookings — aggregate bookings for the selected period
• Confirmed — approved/confirmed bookings
• Pending — bookings awaiting approval or payment
• This Month — live count of bookings for the active month

Calendar Controls

• Date Navigation — < / > arrows or Today to jump to a specific date
• View By — Service Date (when the service will be delivered) or Order Date (when it was booked)
• Service Filter — restrict the view to a single service or show all
• View Granularity — Month, Week, or List

Interactive Grid

• Color-coded event pills show the service name on each calendar date
• The current day is highlighted with a blue indicator
• Clicking a date or service tag opens a side inspector with full client, order, and time-slot details

Creating a Backend (Manual) Order

Use the Backend Order screen for phone bookings, walk-in customers, or any reservation placed on behalf of a client.

1. Select Service — choose the parent service offering
2. Service Configuration — filter by category, select sub-service packages/variations and set quantities, then select any extra services with quantities
3. Date & Time Selection — pick the service date and available time slot
4. Select Staff — assign a specific staff member, if enabled
5. Customer Information — search by email/phone to auto-fill an existing customer profile, or click + Create New Customer; linking an account lets the customer view the booking in their My Account portal, while leaving it manual creates a guest order. Fill in First Name, Last Name, Email, Phone, and Address
6. Order Summary & Coupon — review the itemized breakdown, apply a coupon code, and confirm the total

Click Create Order to submit the reservation, send notification emails, and update the schedule — or Cancel to discard the form.

Contacting Staff About an Order

1. Go to the Service Queue tab and locate the order

   

2. Click the message icon on that row, type the message, and click Send

   

3. The message is confirmed as sent

   

4. The staff member logs in and reads the message from the backend