The short answer

Use the booking workspace as the source of truth for appointment time, customer details and status. Confirm the time zone before making changes.

Availability: Available to accounts with access to this workspace or feature.

Step-by-step

  1. Open Phone System → Online Booking & Calendar

    Select My Bookings to load booking management. Use date, service and status filters to narrow a busy list.

  2. Open View Details

    Find the customer and choose View Details. Confirm service, attendee, start time, duration and time zone before changing status.

  3. Apply the correct status action

    Use Confirm, Mark Complete or Cancel only when that outcome occurred. The booking card should refresh with the new status after a successful update.

  4. Review communications carefully

    Check booking details and the customer address or phone. A confirmed booking record does not itself prove an external carrier accepted a message.

  5. Escalate a missing notification

    Record booking ID, recipient, expected send time, time zone and any error, then contact support. Do not create a duplicate booking to trigger another reminder.

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