The Bookings area is every customer booking — from your public booking page, WhatsApp, walk-ins and phone — in one place to view, add and manage.
When you'd use this
- A customer phones or walks in and you need to log a booking.
- Approving a request that came from your booking page.
- Seeing who's diving on a given day.
Viewing bookings
- Open Bookings from the sidebar.
- Summary cards show Total Bookings, Pending, Confirmed and Revenue (completed).
- Switch between List and Calendar. In list view, filter by Today / 7 days / 30 days / All time, by status, by Channel (WhatsApp, Website, Walk-in, Phone, Email), or search by customer name, phone or service.
- Each row shows a Source badge so you can see at a glance where the booking came from. The list sorts by any column, including Source.
- When a new Website booking lands while you're on the page, a live toast pops up bottom-right and the booking appears immediately (no refresh needed).
Exporting divers for your insurer
Many insurers want a list of every diver you booked in a period. Press Export for insurance (top right) to open the panel, then:
- Choose a From and To booking date.
- Copy names copies the full names (one per line) to your clipboard — paste them straight into an email or form. The button shows Copied for a moment when it's done.
- Download CSV saves a spreadsheet with two columns: Full name and Start date (file named
insurance-export-YYYY-MM-DD.csv).
Each diver appears once even if they booked several times in the range — their Start date is the first day they dive within it. The export only covers the centre you're currently viewing.
Adding a booking
- Press Add Booking.
- Fill in the customer (search existing or create), service, schedule and notes.
- Press Save Booking (or Save & Add Another).
Approving website requests
- Requests from your booking page arrive as Pending with an Approve button. Pressing it confirms the whole party and emails the customer a confirmation. (Manually-added bookings are confirmed already, so they have no Approve button.)
- If you turn on Auto-approve bookings in Settings → Booking Page, website requests skip this queue — they arrive already Confirmed and the customer is emailed straight away.
Finishing a booking
- When a confirmed fun-dive booking's end date has passed, a "Ready for Review" banner offers Mark Complete or Still Active. Course students are not listed here — you sign them off per-dive on the Dive Groups page instead, which is what removes them from the Dive Groups display board.
Booking detail and payments
- Open a booking to edit its service, dates, status and channel, add Notes, and use Record Payment (Cash, Card, Bank Transfer, Wise, PayPal, a local payment app, Other). It shows Expected / Received / Outstanding.
- To return money to a customer, use Record Refund (it appears once a payment has been received). Enter the amount, method and a reason — you can't refund more than was received. Refunds show as red negative entries and reduce Received / Outstanding automatically.
- When several people booked together (a party), a Party card lists everyone in the group with their service, status and any medical flag. Click a name to jump to that person's booking.
- You can Cancel Booking, or delete it from the Danger Zone.
Splitting a combined package into courses
If you sell a combined-course package (for example "Open Water + Advanced"), you can split it into separate course bookings so each course can have its own instructor and be signed off on its own.
- Open the package booking. If it can be split, a Split into courses card appears next to Payments.
- Press Split into courses.
- Pick a course for each part. The prices pre-fill to an even split of the package price — adjust them if needed. They must add up to the package total exactly (the running total turns green when they match).
- Press Add another course if the package covers more than two courses.
- Press Split into courses to confirm.
After splitting:
- The package booking is cancelled and set to zero price; the new course bookings carry the booking from then on. A Split into N courses panel links to each one.
- Any payments, invoices and receipts you already took stay with the booking — splitting doesn't change what the customer owes or has paid.
- Each course can now be assigned to a different instructor and signed off separately on the Dive Groups page.
You can only split a package before it's signed off. In the bookings list, a split package shows a grey Split badge next to its Cancelled status so you know it wasn't simply cancelled.
Badges to know
- "⚠ Medical" — a participant flagged a medical condition needing physician sign-off (see booking-medical.md).
- Paid / Partial / Unpaid — payment progress against the total.
Tips
- Capacity is enforced when your booking calendar is on, counting every booking that day — web, WhatsApp and walk-in.
- Multi-day courses hold a seat across the whole span (e.g. a 4-day Open Water).