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Manage bookings and customers

Your site is live and tested. Here is where day-to-day work happens inside your dashboard - approving bookings, talking to clients, and looking up customer history.

Appointments list

Incoming bookings​

New bookings appear in two main places:

Dashboard home​

Your morning starting point. The calendar shows what is coming up. If you do not auto-confirm bookings, open the Pending appointments tab to approve requests waiting on you.

Appointments​

The full list of every booking. Use filters to find visits by date, service, or status. From here you can also add an appointment by hand for phone or walk-in clients.

Work with a single appointment​

Click any appointment to open its detail view. Common actions:

  • Confirm - approve a pending request so the client receives confirmation.
  • Reschedule - move the visit to a new time (you or the client may do this, depending on your settings).
  • Decline - cancel or reject a booking.
  • Edit - update notes or details.
  • Send message - email or text the client from Timelish.
  • Schedule again - create a follow-up booking based on this one.

Tabs on the detail screen include Payments, Files, Communications, and History - useful when a client calls with a question.

Customers​

Open Customers in the side menu for everyone who has booked or been added manually.

Search by name, email, or phone. Click a customer to see:

  • Details - contact information you can edit.
  • Appointments - full visit history and a shortcut to schedule a new one.
  • Files - documents attached to this client.
  • Communications - recent messages and a way to send a new one.

There is no separate "Contacts" area - Customers is where client records live.

Inquiries and waitlist​

Timelish does not have a generic inbox. Instead:

Form responses​

If you installed the Forms app, contact and intake submissions appear under Website → Forms → Responses. Check here for messages that are not tied to a booking.

Waitlist​

If you installed Waitlist, clients who could not find a time can join a queue. Manage entries from the Waitlist area under Appointments.

Communication logs​

Settings → Communications → Logs shows outbound emails and texts Timelish already sent - helpful when a client says they never received a message.

Hand off to everyday reference​

You now know the core loop: clients book on your site, you manage visits in Appointments, and you look people up in Customers.

For deeper preferences - cancellation rules, reminder timing, template wording - see: