Confirm or decline booking requests

Unless you've turned on auto-confirm, new online bookings wait for your OK.

Steps

1. Go to Bookings. New requests are tagged Needs your OK. The Overview page counts them under Waiting for your OK.
2. Click Accept to confirm, or Decline to turn it down.
3. After the visit, click Mark complete, or No-show if they didn't come.
4. To cancel a confirmed booking, click Cancel.

Auto-confirm

1. Go to Hours.
2. Tick Confirm online bookings automatically (otherwise they wait for you to accept).
3. Click Save hours.

Good to know

• The time is held for the client while a request waits for you.
• If your plan includes texts, clients who ticked the appointment-texts box get a text when you accept, decline or cancel. Sotera doesn't email clients about these changes, so contact email-only clients yourself.
• Marking a booking complete counts it as a visit in the client's history.
• Team members see and manage only their own appointments.
• With a team, the owner can move a booking to someone else with the Move button.