Open your agent, select Connect → Bookings → Manage, then choose the Bookings tab.
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.
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.
Cancellation and deletion are different. Cancel when you need an audit trail; delete only when the record should be removed permanently.
Create a booking for a customer
Select New booking, choose a service, enter collected data, then select availability and time. 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.
Confirm customer communication
After creating, confirming, rescheduling, or cancelling, check the conversation and any configured confirmation email so the customer receives the expected information. 