How to Manage Bookings in Consultation Management on EasyPages.io

Managing bookings efficiently is crucial for a smooth consultation process. This guide will help you navigate the Consultation Management section on EasyPages.io to view, update, and track client bookings effortlessly.

Step 1: Logging in and Access the Dashboard

Once you log into Easypages.io, you’ll be taken directly to the main dashboard.

1. Log into Easypages.io using your credentials.

2. From your dashboard, go to the Consultation Management tab on the left-hand menu. Click on List of Bookings to view all consultations.

Step 2: View Booking History

1. In the Booking History section, you will see a list of all past and upcoming bookings, along with essential details such as consultation date, client name, booking status, and payment status.

Step 3: Check Booking Details

1. To view the details of a specific booking, click on the three dots next to the booking record and select View Details. This will show information such as booking time, duration, and any pending payment status.

Step 4: Filter Bookings

1. Use the filter option on the top right to sort bookings by date, booking status, or payment status. You can apply filters such as bookings from the last 7 or 30 days or set a custom date range.

Step 5: Manage Booking Actions

To manage individual bookings, click on the specific booking from the List of Bookings. Once inside the booking details, you will have several action buttons available:

1. Cancel Booking: Allows you to cancel the booking if needed.

2. Issue Refund: Enables you to refund the client if payment was already made.

3. Update Status:

   1. Click "Update Status" from the action buttons.

   2. In the "Change Status" window, select the appropriate status from the dropdown options (e.g., "No Show").

   3. Click "Update" to apply the changes.

4. Add Notes: You can add any relevant notes regarding the consultation for future reference.

By using these options, you can take appropriate actions for each booking, ensuring smooth communication and service management with your clients.

Tips/Notes:

1. Keep track of payment statuses to ensure timely follow-ups with clients.

2. Use filters regularly to stay organized and view bookings that require immediate attention.

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Conclusion

By efficiently managing bookings in the Consultation Management section of EasyPages.io, you can easily track, modify, or filter consultations, ensuring a smooth process for both you and your clients.