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Docs / Back Office

Using the Bookings List

Search, filter, and export your bookings — and jump into any booking to manage it.

The Bookings page is your central list of every hire. Filter by status, date range, location, product, or payment state; export data; and open any booking to manage it in detail.

In the app: Bookings

For step-by-step instructions on creating and editing bookings, see Creating & Managing Bookings.

Quick guide

Browse bookings

  1. Open Bookings from the sidebar.

  2. Use the status tabs: All, Active, Upcoming, Overdue, and Cancelled.

  3. Apply additional filters for date range, location, product, or payment status.

  4. Click any row to open the booking editor.

Create a new booking

  1. Click Add Booking in the header (or New Booking in the sidebar).

  2. You are taken to a new pending booking. See the full guide for setup steps.

Export bookings

  1. Apply filters to narrow the list to what you need.

  2. Use the export action to download booking data.

Filters stay put while you work

List filters on Bookings, Schedule, Customers, Products, and Maintenance stay set while you move around the app in the same session.

  • Open a booking from the list, review it, and go back. Your status tab, date range, and other filters are still there.

  • Jump from a booking to the customer profile and back. Bookings filters restore when you return.

  • Click a different sidebar tab (for example Bookings to Schedule) to clear filters in the section you left.

  • Open Settings or Profile to clear saved filters across all list pages.

  • Refresh the browser to reset everything.

Booking statuses

Status

Meaning

Pending

Draft. Not yet saved or confirmed.

Confirmed

Saved and active. Hire has not started.

Active

Customer has picked up the item.

Returned

Hire complete.

Cancelled

Booking was cancelled.

The Overdue tab lists confirmed hires past their end date where the customer picked up but has not returned yet. Bookings that were confirmed but never collected do not appear there, even if the hire end date has passed.

Tips

  • Filter by Active to see what is on hire right now.

  • Use Overdue for end-of-day return checks on items still out.

  • Use date filters for weekly reporting.

  • Pair with the Schedule for a visual timeline view of the same data. Schedule filters follow the same stay-put behavior when you drill into bookings and come back.

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