Create and manage bookings

Open the agent’s Inbox and select Bookings. Use Availability to manage resource hours; ask the Assistant to change service rules.

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Find bookings

Use list or calendar view. Status views separate upcoming, pending, past, and cancelled bookings. Open a booking to see its service, time, assigned availability, and collected customer data.

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Booking actions

• Confirm a pending booking when the service requires approval.
• Reschedule by choosing another available time.
• Cancel when the reservation should remain in history but no longer occupy availability.
• Delete when the record should be permanently removed.
• Edit collected data to correct customer-provided fields.

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Create a booking for a customer

Select New booking, choose the service and required collected data, then choose availability and time. Review the summary before selecting Create. A Custom booking does not use or occupy configured availability; set its timezone and exact start/end carefully. If Jaaxis reports that availability changed, another booking or schedule update used that time. Refresh the available starts and choose again.

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Confirm customer communication

After creating, confirming, rescheduling, or cancelling, check the related conversation and any configured confirmation email. Customer communication depends on the service’s configured behavior and the channel’s delivery limits. A booking made without a conversation cannot send a message into a customer conversation. For a service requiring merchant approval, a rescheduled booking may need confirmation again. Check the status after saving.

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Service changes after a booking

Existing bookings retain the service and availability names agreed when they were created. Renaming or deleting a service later does not rewrite those bookings. Ask the Assistant to change future booking behavior; review an existing booking directly when its time or status must change.