Viewing and Managing Bookings

The Bookings dashboard serves as your central hub for viewing and managing all appointments scheduled through your MYZO profile. From this dashboard, you can review booking details, confirm or cancel appointments, and contact the people who have booked time with you. This guide explains how to effectively manage your bookings.

Accessing the Bookings Dashboard

To view your bookings:

1. Go to your Dashboard
2. Click on Bookings in the navigation

This page displays all your scheduled appointments in a calendar view.

Understanding the Calendar View

The bookings calendar provides multiple viewing options:

View	Best For
Day view	Detailed look at a single day schedule
Week view	Planning and overview of the upcoming week
Month view	Long-term scheduling and availability overview

Click on any booking in the calendar to view its full details.

Booking Information Details

Each booking contains the following information:

Field	Description
Date and time	When the appointment is scheduled
Appointment type	The meeting type the visitor selected
Visitor name	Name of the person who booked
Email address	Contact email for follow-up communication
Phone number	Phone contact (if the visitor provided it)
Notes	Additional information the visitor included
Status	Current state of the booking

All this information is available when you click on a booking.

Understanding Booking Statuses

Bookings move through different statuses as they progress:

Status	Description	Your Action Required
Pending	New booking awaiting your review	Review and confirm or cancel
Confirmed	You have accepted the booking	Prepare for the meeting
Cancelled	The booking was cancelled	No action needed
Completed	The appointment date has passed	Optional: follow up with visitor

Monitor pending bookings regularly to respond promptly to new requests.

Confirming a Booking

To confirm a pending booking:

1. Click on the booking in your calendar
2. Review all the booking details
3. Click the Confirm button
4. Wait for the confirmation message

When you confirm a booking:

• The booking status changes to Confirmed
• The visitor receives an email notification (if enabled)
• The time slot is officially reserved

Confirm bookings as soon as possible to show professionalism and reduce visitor uncertainty.

Cancelling a Booking

To cancel a booking:

1. Click on the booking you need to cancel
2. Click the Cancel Booking button
3. Confirm the cancellation when prompted
4. Optionally add a reason for cancellation

When you cancel a booking:

• The booking status changes to Cancelled
• The visitor receives a cancellation notification (if enabled)
• The time slot becomes available again for other visitors

Consider contacting the visitor directly to explain the cancellation and offer alternative times.

Contacting Visitors

You can reach out to people who have booked with you directly from the booking details:

Contact Options

• Email: Click the email address to open your default email client with a new message
• Phone: Click the phone number to initiate a call (works on mobile devices)

Use these contact options to:

• Confirm meeting details
• Send preparation instructions
• Reschedule if needed
• Follow up after the appointment

Rescheduling Appointments

MYZO does not currently have a built-in reschedule feature. To reschedule an appointment:

1. Cancel the existing booking
2. Contact the visitor to explain and apologize
3. Ask the visitor to book a new time slot
4. Direct them to your profile booking page

Alternatively:

1. Contact the visitor to agree on a new time
2. Cancel the current booking
3. Create a manual record of the new appointment

Best Practices for Managing Bookings

Follow these recommendations for effective booking management:

Check Daily

Review your bookings dashboard at least once per day. Do not miss new booking requests that require your confirmation.

Respond Promptly

Confirm or address pending bookings within 24 hours. Quick responses demonstrate professionalism and respect for your visitors' time.

Prepare in Advance

Before each appointment:

• Review the booking details
• Check the visitor's notes for context
• Prepare any necessary materials
• Set up your meeting space or video call

Follow Up After Meetings

After completing an appointment:

• Send a thank-you message
• Provide any promised materials or information
• Ask for feedback if appropriate
• Invite them to book again if relevant

Keep Records

Use the completed bookings as a record of your meeting history. This information helps with:

• Tracking client relationships
• Preparing for follow-up meetings
• Understanding your booking patterns

Related Articles

• What is the Bookings Feature
• Booking Settings and Customization
• Troubleshooting Bookings

---

Need more help? Visit our Help Center or contact support.