Bookings
What it is
Module for managing bookings, availability, lessons, appointments and calendars, both customer-side and operator-side.
When it is visible
It is visible when the customer offers bookable activities, time slots, lessons or appointments.
- Customer-side, the Book entry appears and, under Account, the My bookings section.
- Operator-side, Administration > Bookings appears.
- If you don't see the section, the module is not active or you don't have permission.
Main industries
- Fitness
- Wellness
- Appointment-based services
- Enterprise configurations with slots or availability
Dependencies
Can activate or require:
Where bookings are managed
| Surface | Path | What it is for |
|---|---|---|
| Customer | Book | Service, date and time choice, cart and online payment |
| Customer | Account > My bookings | Future and past bookings, cancellation |
| Operator | Administration > Bookings | Service list, calendar, schedules and enrolled users |
| Operator | Administration > Closures | Scheduled blocks and cancellations (Closures) |
| Operator | Administration > Users > user record > Bookings | Customer history and Assign booking |
| Operator | System > Settings > Bookings | Overbooking for administrators |
| Operator | Administration > Services > Schedules | Weekly service scheduling (Services) |
Booking (customer-side)
- Open Book.
- Choose the service among the cards. View schedule opens the weekly schedule.
- Choose the date from the calendar: days with availability are highlighted; dates not covered by the subscription are disabled.
- Choose the time in the Available times list.
- Repeat for multiple lessons: the summary appears in the cart.
- Press Book now and confirm.
- Flo sends the booking confirmation email, if the configuration provides for it.
Time row states:
| State | Meaning |
|---|---|
| Available / 1 spot left / N spots left | The time can be booked |
| Booked | You already have a booking at that time |
| In cart — to be confirmed | Time added, not yet confirmed |
| Sold out | Capacity is full |
| Service booking limit reached | You reached the maximum bookings for that service |
| Plan limit reached | You reached the plan's daily limit |
| Another lesson already booked | You have another lesson on the same day |
| Time overlaps with another booking | The intervals overlap |
| Subscription suspended | You cannot book until staff reactivates it |
| Bookable from ... | Your subscription starts later |
| Subscription not valid for this date | The date is outside the subscription validity |
| Lesson cancelled | The studio closed the time |
| No longer bookable | The time is no longer available |
The Why? button explains the reason for the state.
Notes:
- Online payment is available only for your own booking and handles one booking at a time; the price appears at the top of the service page.
- The cart cannot exceed the available entries: remove a booking to choose another one.
Booking on behalf of a customer
The On behalf of function is available to Admin and SuperAdmin.
- Open Book.
- Choose the service.
- Under On behalf of (optional) search the user by name, email or phone and select them.
- Choose date and time: the header shows the user's entries and validity.
- Confirm.
Possible warnings during confirmation:
- Booking within the notice period: the booking is allowed because you have administration permissions.
- Daily limit reached: you can still proceed.
- Missing subscription or entries: you can book without deducting entries.
The booking can exceed capacity only if overbooking for administrators is active (see below).
From the user record you can press Assign booking: Flo opens the same flow with the user already selected.
Cancelling a booking
Customer-side, from My bookings:
- Find the future booking.
- Press Cancel and confirm.
- Beyond the refund notice period the entry becomes available again; within the notice period cancellation is possible, but the entry is not returned and Flo warns about it in the confirmation.
- Bookings with online payment don't show cancellation: management goes through staff.
Operator-side, from the user record > Bookings, the cancellation confirmation lets you choose Credit entry or Cancel without credit.
Automatic cancellations managed by the studio (with entry credit and email):
| Reason | How it appears in history |
|---|---|
| Closure | Cancelled |
| Schedule removed | Schedule removed |
| Subscription suspension | Suspension |
Operator-side: calendar and enrolled users
- Open Administration > Bookings.
- Choose the service from the cards or the top selector.
- Choose the date in the calendar: days with available times are highlighted.
- In the times list choose the slot: rows are in chronological order and show time, status and spots.
- In the Booked Users panel you see enrolled users, sortable by last and first name and paginated; the row action opens the user record.
Special rows:
- Lesson cancelled for times closed by a closure;
- Excess, in red with the booked/capacity count, when the capacity check reports more enrolled users than the limit.
Capacity and overbooking
- Capacity is set on service times in Services.
- If you reduce the capacity of an already-booked time, Flo opens Capacity conflicts detected: dates and times with Bookings and Excess, the Users to contact (the last to book first) and the Apply new limit starting from date. You can Cancel or Proceed anyway.
- Under System > Settings > Bookings you find Allow admins to book beyond capacity: when active, administrators can book even when sold out; when inactive, they respect the limit.
- If you don't see the setting, capacity control is not active for the configuration.
Notice periods and daily limits
- Booking notice period, refund notice period and daily limit are configured in Activity > Bookings.
- Study plans add their own limits: maximum per day and maximum per service. A plan with an explicit limit replaces the studio limit and counts only that plan's bookings; a plan without a custom limit inherits the studio rule (Subscriptions).
- When the limit is reached, times are blocked and confirmation is unavailable.
- The plan quota ("N bookings per day · M per service") is visible in the subscription detail.
Check-in and attendance
- Check-in is recorded by staff: under Administration > Subscriptions with the Check-in action on the row or in the detail, or from the user record > Subscriptions.
- For future bookings, check-in is active from the booking day.
- Check-in records attendance: if linked to a booking, the entry was already deducted and is not deducted again; without a linked booking it deducts an entry from the plan.
- Check-in is intended for active subscriptions; a prepaid booking can also be recorded with entries exhausted. Details in Subscriptions.
Good practices
- Check the calendar at the start of the day and the week.
- Manage closures as soon as they are known, before new bookings arrive.
- Before reducing a capacity, contact the excess users shown by the dialog.
- Remember that notice periods and limits also apply to bookings collected in person.
- Check capacity, schedules and assigned professionals before publishing new services.