Schedule confirmed work and keep its status up to date.
Before creating a booking
Review the lead and confirm the service, contact details and time with the customer. Owner, Manager and Front Desk can create bookings. Check existing bookings first to avoid duplicates.
Track changes
Create the booking from the lead’s booking action and verify its details. Use reschedule or cancel when plans change, and mark work completed only after it is done. Team Members work with assigned bookings; they do not have the same management permissions as daily operators.
Keep value and money received separate
Booked value is the estimated value of scheduled work. A booking does not mean the work is completed or paid.
Won value is an estimated outcome recorded for a lead. Completed work is tracked separately through booking status. Neither proves that payment was collected. Use your accounting records to confirm collected revenue.
Value at risk and lost value are estimates for opportunities, not invoices, debt or guaranteed future revenue. Compare the same period and filters before comparing totals.
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