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Customers & Sales | Workspace

Create, edit, reschedule, and cancel bookings

Turn a request into a clear appointment and keep the customer and team informed when anything changes.

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Feature-specific ServiceTooly wireframe for Create, edit, reschedule, and cancel bookings
This wireframe is generated from the feature names and steps in this guide, so it stays aligned with the instructions even when labels vary by role or plan.

What this section includes

  • New booking
  • Edit and reschedule
  • Cancellation
  • Customer reminders
  • Calendar status

Start-to-finish instructions

  1. Create the booking

    Choose the customer, service address, service, date, arrival window, duration, and notes.

  2. Check availability

    Confirm capacity, assigned technician, travel time, skills, and time-off conflicts.

  3. Save and notify

    Review the details before sending confirmation to the customer's permitted channel.

  4. Manage a change

    Edit, reschedule, or cancel from the booking record and record the reason.

  5. Verify the result

    Check the schedule, notification history, and customer timeline so every view shows the same status.

What success looks like

  • The booking appears at the correct time and company.
  • The customer and assigned team receive the intended notice.

Common problems

  • If times look wrong, verify the company and user time zones.
  • If a notification fails, correct the contact or provider before retrying.
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