Review a booking
- Open Bookings and select the customer appointment.
- Check service, date/time, customer details, booking status and payment status separately.
- Confirm, reschedule or cancel using the available booking actions. Verify the saved result after the action.
Customer reminders and portal actions
The email reminder schedule runs at 08:00 Africa/Accra for configured reminders three, two and one calendar days before confirmed or rescheduled appointments. These are calendar-day reminders, not exact hourly countdowns. Owners can turn email or individual reminder rules off in Automations.
Reminder emails include a private customer portal link when a saved customer matches the business and recipient email. Revoked links remain revoked. Unmatched bookings can receive reminders without a portal button.
Customers can confirm attendance or request a new time from the portal. Attendance confirmation does not mark a payment paid or replace business approval. A changed appointment time requires a new attendance confirmation. Pending reschedule/cancellation requests need business review.
Payments and payout setup
Review payments in Payments and the relevant booking/order. Check the actual payment status before treating an appointment as paid. Setting up a payout account configures routing; it is not proof that a particular payment or settlement succeeded.
Use the customer record to share a private portal when appropriate. Do not publish private portal links, customer contact details or payment records in an AI chat.