What this screen is for
This is the calendar read as records rather than as a timetable. Cards across the top give the number of bookings, how many were completed and cancelled, total revenue, the amount still outstanding and how many customers are involved — and they follow your filters, so they describe what you are looking at rather than everything. An insights panel can be opened for charts of top instructors, status breakdown and lesson type. The list can be searched, filtered and exported.
When to use it
Use it when you need to find bookings by something other than their date, to review how a period went, or to take the data away. Opening it from a settlement narrows it to that settlement's bookings, and the screen says so with a way to clear the filter.
What you see on this screen
Six cards: Total Bookings, Completed, Cancelled, Revenue, Outstanding and a count of Customers. The table carries:
- Booking number — with tags where they apply: Auto, Manual or Auto/Manual for transmission, Test for a test booking, Package where the lesson is drawn from one, and Deleted where it is in the trash
- Customer and Instructor — who the lesson is for and who is taking it
- Date & Time — the date with the start and end times beneath, and how long ago the booking was created
- Amount — the booking total, or Prepaid where it comes from a package, with the amount still due or the word paid beneath
- Status — the lesson's own state
- Payment — a badge reading how the booking stands for money, including whether a prepaid lesson's package was itself paid for
- Actions — open the booking in a new tab and delete it, or restore and permanently delete a deleted one
Booking number, Date & Time, Amount, Status and Payment can all be sorted on.
Filters and actions
Show Filters opens Search by booking number, a searchable Customer picker, Instructor, the lesson or Product, Status and a Date range, with Reset. A Show Deleted chip switches to deleted bookings. Show insights reveals charts of top instructors, status breakdown and lesson type. Export downloads the list, Calendar returns to the timetable and New Booking creates one. The page size can be set to 10, 25, 50 or 100.
Deleting a booking cancels its invoice and reverses any payments and journal entries, and it can be restored from the deleted list; permanent deletion removes those records for good.
Status values
- Pending — created but not yet confirmed
- Confirmed — agreed with the customer
- In Progress — under way
- Completed — delivered
- Cancelled — called off
- No Show — the customer did not attend
Related
- Calendar — the same bookings as a timetable
- Instructor Settlements — what is owed to instructors for these bookings
- Outcomes Report — pass and fail results where outcomes are recorded