Bookings

What the page is for

Bookings is the chronological list of everything that is agreed from today onwards: inspections, phone meetings, video meetings and appointments, gathered in one place and grouped by day. It answers the question "what is in my diary", and it is built to be used on the move: every entry has a button for calling the lead, and the physical visits have a button that opens the address in the phone's map app.

It is the same list in two places. On a computer and in the browser on a phone it is called "Bookings" and sits in the main menu just under Overview. In the mobile app it is called "Meetings" and is a tab in the bar at the foot of the screen. The content and every action are identical, only the title at the top differs. Customers whose goal is purchases on the website or Qualification have neither visits nor meetings, and they do not see the menu item.

What it looks like

At the top is the title ("Bookings" or "Meetings") and, on the right, a round blue button with a plus. In the mobile app there is no title: the plus button floats at the bottom centre of the screen, and at the top right is a small button, "Week view".

Below that is the list. Each day is its own section with a heading: "Today · Tuesday 20 May", "Tomorrow · Wednesday 21 May", and for every other day simply "Thursday 22 May". If the day falls in a different year from today, the year is included.

Under each day heading, that day's appointments sit in a single card, one line per appointment, with thin dividers between them. A line has four parts, from the left:

1. The time in a narrow column, for example "08:15". If the platform knows no time, a dash is shown. If the time is a route estimate, "approx." is shown just below it. If the appointment is a job spanning several days, it says "Day 2/3" instead, and on a single full day job "All day".
2. The name of the lead in bold. If the lead has no name, the phone number is shown, otherwise the email address, otherwise "Unknown".
3. The type or the address in small text under the name. Inspections show the lead's address (or "Postcode 2100" if only the postcode is known). Phone, video and appointment bookings show the name of the service if one was chosen, otherwise the meeting type: "Phone meeting", "Video meeting" or "Appointment". If it is an appointment at the customer's own premises, the location follows the type, for example "Men's haircut · The Workshop, Vestergade 12". If the appointment is placed on a specific calendar, a small badge with a coloured dot and the person's first name is shown. Under that is the lead's phone number.
4. The action buttons on the right: a navigation button (only on physical visits with an address) and a phone button (only when the lead has a number).

If the customer has blocked time on a day, the block sits in the same card as the day's appointments, but dimmed and with a small lock icon, so it is not mistaken for an appointment. The time column shows the start time, or "All day". The title is the reason the customer wrote, otherwise "Blocked". A block that comes from the customer's own calendar (Google, Outlook or Apple) is called "From your calendar", an automatically blocked public holiday carries the badge "Auto", and a colleague's block is simply called "Busy". On the right is a cross for removing the block. A day with only a block and no appointments also gets its own section, so a closed day is visible in the plan.

If there are no appointments, an empty message with a calendar icon is shown. The text follows the customer's booking type: "No planned inspections", "No planned phone meetings", "No planned video meetings", "No planned appointments", or "No planned meetings" if the type is not set. The line underneath follows the same type, for example "Booked inspections appear here." or "Booked appointments appear here.", and "Booked inspections and meetings appear here." when the type is not set.

If the list could not be loaded, it says "Could not load your meetings. Please try again shortly." with a button, "Try again".

The page follows the choice the customer made under Settings, Appearance: light or dark. The brand colour and the buttons are the same in both; only the surfaces change.

Buttons and fields

The plus button (New booking or Block time)

The round blue button (top right on the web, bottom centre in the app). A tap opens a small menu with two choices, the same as in the calendar's toolbar:

• New booking opens the same dialog as the calendar's booking button: the customer picks a lead or creates a new one, and then the date and time. If the customer's system is not active (paused, incomplete setup, no inquiries left), the dialog does not open, and the message "The system is not active yet. You cannot create a booking." appears instead.
• Block time opens the calendar's block dialog: the customer picks a day or a period, "All day" or a time range, and can write a reason. At the bottom of the dialog are all upcoming blocks with a "Remove" button. Block time also works while the system is paused.

Both dialogs are described field by field on the handbook page for Calendar.

Week view (app only)

The small button at the top right in the app. It opens the same week calendar as on the web: the days of the week in a time grid, where the customer pages back and forth between weeks, sees the gaps and can block or book directly from the day. The Calendar tab in the bottom bar leads back to the list.

The cross on a block

The cross on the right of a block in the list. A tap first asks "Remove the block?", and if the customer confirms with "Remove", the time opens for new bookings again, and the block disappears from the list and from Calendar. Blocks from the customer's own calendar have no cross: they are removed in the customer's own calendar, otherwise the sync puts them back within seconds.

A line in the list

The whole line is clickable and opens the appointment's detail panel. It is exactly the same panel as on Calendar: "Contact" with contact details, time, location and "Open video meeting" if there is a meeting link, "Assigned to:", "Notes", "Other information" from the lead's form, and the buttons "View conversation", "Move", "Reschedule" and "Cancel". On a job that runs over several days, "Move" is locked, and it says: A job spanning several days cannot be moved yet. Cancel it and book a new period instead.

The navigate button

The round button with a navigation arrow. It only appears on physical visits that have an address. A tap opens the address in the phone's map app, and in the browser in Google Maps. It does not open the detail panel.

The call button

The round button with a phone icon. It only appears when the lead has a phone number. A tap opens the phone's dialler with the number filled in, ready to call. In the browser, the computer's own phone program takes over. The number is converted to international format first, so numbers stored with eight digits can be called too. It does not open the detail panel.

Try again

The button in the error state. It fetches the list again without reloading the whole page. It exists because the list is often used on a phone with an unstable connection.

What the customer sees afterwards

The list shows from today and two years ahead, so a single appointment many months out is never invisible. The past is not shown: an appointment disappears from the list once the day has passed. Cancelled appointments are not shown.

A job spanning several days appears under EVERY working day it covers, with "Day 2/3" in the time column, so days two and three do not look empty while the customer is in the middle of the job. Closed days are skipped, so a weekend inside the period does not turn up as a working day. Which days are closed is read from the customer's own opening hours, not from the day of the week.

If the customer creates a booking or a block here, it appears in the list by itself, and it is also in Calendar straight away. While a day or a time range is blocked, the AI assistant offers no times there. If the customer cancels, moves or reschedules an appointment from the detail panel, the consequences are exactly the same as from Calendar: the calendar event is updated, and "Reschedule" cancels the appointment, blocks the time and sends the lead a fixed message by SMS or email asking them to find a new time themselves. The appointment therefore disappears from the list. If the message could not be sent, the confirmation says so, and the customer then has to contact the lead personally.

The list keeps itself up to date. If the AI assistant books an appointment while the customer has the page open, it appears without the page being reloaded.

Typical questions from the customer

"What is the difference between Bookings and Calendar?"

They are the same appointments seen in two ways. Bookings is a list day by day, from today onwards, and it is built for calling and navigating from. Calendar is the week in a time grid, and that is where the customer blocks time and sees the gaps. Every action on a single appointment is the same from both sides.

"How do I close a day from the app?"

Tap the plus button at the bottom and choose "Block time". Pick the day (or several days), leave "All day" selected, and tap "Block". The day now sits in the list with a lock icon, and the AI assistant books nothing that day. If the customer changes their mind, they tap the cross next to the block.

"Why does it say 'approx.' on some times and not on others?"

"approx." means the time is an estimate calculated from the day's driving route. That applies to inspections. If the customer has agreed a fixed time with the lead, or if it is a phone meeting, a video meeting or an appointment, the time is exact and nothing is shown.

"An appointment from yesterday is gone"

The list only shows from today onwards. The appointment still exists, and the customer can find it in Calendar by paging back to the day.

"It says 'Day 2/3' instead of a time"

Because it is a job that runs over several full days. There is only a time on the first day (the drop-off time), and it would be directly misleading on days two and three. So it shows how far into the job the day is.

"Where is the map of today's route?"

It lives on its own page, Map, which inspection customers have in the menu. Bookings is deliberately a plain list. Every visit still has its navigate button.

"I pressed Call, but nothing happened"

The call button hands the phone number over to the device. On a phone the dialler opens. On a computer without a phone program, nothing visible happens. The number is also shown in plain text on the line and in the detail panel.

"It says 'Unknown' instead of a name"

Because the appointment has neither a name, a phone number nor an email on the lead. The appointment is real, but the lead did not provide the details. The customer can open it and see "Other information" from the form.

"Where do I see how much of the Booking agent's tank has been used?"

It is in the main menu, right above Settings, as a line with the name of the Booking agent and "used/limit". See the page Agent tanks in the menu.

"What does SMS only next to the number in the menu mean?"

At the bottom of the menu, above Settings, is the customer's own SMS number. If it is a Swedish number, the badge SMS only sits next to it: Swedish numbers can only send and receive SMS, and calls to the number are not answered. Tapping the badge shows the same explanation. See the page Email and SMS. On a computer the menu is a narrow bar with only the phone icon: hover over the icon to see the number and the explanation.

Limitations and errors

• The list cannot be sorted, filtered or searched. It is always chronological from today onwards, and there is no view of the past.
• There is no map here. The route lives on the Map page.
• A block cannot be edited. To change the time range, remove the block and create a new one.
• Blocks from the customer's own calendar cannot be removed here. They are removed in the customer's own calendar.
• Only appointments that have not been cancelled are shown. A cancelled appointment disappears from the list entirely.
• "The system is not active yet. You cannot create a booking." means the plus button is closed because the customer's system is not running: paused, incomplete setup or no inquiries left in the package. The rest of the page works.
• "Could not load your meetings. Please try again shortly." means the fetch failed, not that there are no appointments. Use "Try again". If the error persists, the partner should take the case further.
• If the customer's opening hours are not set up, a job spanning several days may end up showing on every day in the period, including the weekend, because the platform does not know which days are closed.