> For the complete documentation index, see [llms.txt](https://help.peoplevine.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.peoplevine.com/products/control-panel-overview/events-engine-overview/manage-bookings.md). # How to View and Manage Bookings Once schedulers are configured, staff can view all bookings in the calendar, book on behalf of members, and manage existing reservations and appointments from the Control Panel. ### Before you begin (Prerequisites) * **Permissions**: Any staff role can view and manage bookings. * **Admin Setup**: At least one scheduler must be configured. See: [How to Set Up a Scheduler](/products/control-panel-overview/events-engine-overview/setup-scheduler.md). ### View the booking calendar The calendar provides a cross-scheduler view of all bookings. 1. Navigate to [**SELL > View Calendar**](https://control.peoplevine.com/scheduler/book/calendar). > **Note (Pro Dash):** Navigate to **SELL > SCHEDULER > APPOINTMENTS > View Calendar** or **SELL > SCHEDULER > RESERVATIONS > View Calendar**. 2. Use the filter dropdowns to narrow results by **category**, **booking type**, or **status**. You cannot select a specific scheduler from the calendar view. 3. Navigate by date using the arrow buttons. 4. Click on any booking to open its details. To view a specific scheduler's calendar, navigate to the scheduler itself (via [**SELL > All Schedulers**](https://control.peoplevine.com/schedulers), then click the scheduler) and view its bookings from there. **Alternative views for appointments vs reservations:** | View | Nav path (Standard) | What it shows | | ----------------------- | ----------------------------------------------------------------------------------------------------- | --------------------------------------------------------------- | | **All Schedulers** | [**SELL > All Schedulers**](https://control.peoplevine.com/schedulers) | Every configured scheduler — click into one to see its bookings | | **Manage Appointments** | [**SELL > Manage Appointments**](https://control.peoplevine.com/schedulers?schedule_type=appointment) | Upcoming appointment bookings across all appointment schedulers | | **Manage Rooms** | [**SELL > Manage Rooms**](https://control.peoplevine.com/schedulers?schedule_type=reservation) | Reservation-type schedulers only | ### Book on behalf of a member #### From the calendar 1. Navigate to [**SELL > View Calendar**](https://control.peoplevine.com/scheduler/book/calendar). 2. Search for the member and select their profile. 3. Select the desired date and an available time slot. 4. Enter booking details — capacity and any notes. 5. Confirm the booking. #### From the schedulers list 1. Navigate to [**SELL > All Schedulers**](https://control.peoplevine.com/schedulers). > **Note (Pro Dash):** Navigate to **SELL > SCHEDULER > APPOINTMENTS > Book an Appointment** or **SELL > SCHEDULER > RESERVATIONS > Make a Reservation**. 2. Click **BOOK SLOT**. From there, filter by scheduler category and select the specific scheduler you want to make the booking on. 3. Search for the member and select their profile. 4. Select the desired date, time, and capacity or reservation number. 5. Confirm the booking. If a booking fee is configured on the time slot, the system processes payment at booking (or on completion, if "Charge person when booking is marked as completed" was toggled on during scheduler setup). ### Modify a booking To change the date or time of a booking, cancel the current booking and rebook with the new details. There is no way to edit the date or time on an existing booking directly. ### Cancel a booking 1. Find the booking via the calendar or scheduler. 2. Open the booking detail. 3. Change the **Status** from Booked to **Cancelled**. 4. Click **UPDATE BOOKING**. The system sends a cancellation notification to the member (if notifications were configured on the scheduler). If a payment was collected, the refund is initiated automatically when you set the booking to **Cancelled** — no separate action is required. To review or process a refund manually (for example, a partial refund), see [How to Process a Refund](/products/control-panel-overview/refunds-adjustments-overview/process-refund.md). ### Edit time slots on a scheduler To adjust or remove individual time slots: 1. Navigate to [**SELL > All Schedulers**](https://control.peoplevine.com/schedulers). 2. Find the scheduler and click on it. 3. Click **TIME SLOTS AVAILABLE**. This shows all currently defined time slots for that scheduler. 4. Find the time slot — click **Edit** to change it or **Remove** to delete it. To add more time slots, click **ADD TIME SLOT** directly from the Time Slots Available page. To delete an entire repeating schedule, click **Delete Repeating Schedule** on any slot in the series. The system prompts you to confirm before removing all slots in the group. ### Best Practice * **Enable notifications and/or assign a business owner** to the scheduler to make sure someone is notified when a booking is placed. You can subscribe to notifications directly on the scheduler or enable general alerts under **Settings** gear icon > **View Alerts**. ### What Happens Next * **On the member side**: Bookings appear in the member's portal under their schedule. Confirmation, modification, and cancellation notifications are sent based on the scheduler's notification settings. * **On the admin side**: All booking activity is tracked on the scheduler and on the member's CRM profile. * **Next step**: [How to Set Up a Scheduler](/products/control-panel-overview/events-engine-overview/setup-scheduler.md) · [How to Set Up Dining Reservations with Schedulers](/products/control-panel-overview/events-engine-overview/setup-dining-reservations.md). *Last updated: 2026-06-12* --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. 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