> ## Documentation Index
> Fetch the complete documentation index at: https://sailia-mintlify-refund-reserve-1778070886.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing bookings

> View, edit, and manage customer bookings across all sales channels.

All bookings — whether made online, through the [point of sale](/point-of-sale/overview), via the [Adventuro](/integrations/adventuro) marketplace, or the API — flow into a single bookings dashboard. From here you can track every reservation, update attendee details, process cancellations, and monitor payment status.

## Bookings dashboard

The bookings dashboard gives you a unified view of all reservations. You can filter by:

* **Date range** — view bookings for a specific day, week, or custom period
* **Activity** — narrow down to a specific course, hire, or event
* **Status** — filter by confirmed, pending, cancelled, or waitlisted
* **Payment status** — find bookings that are paid, partially paid, or unpaid

Each booking entry shows the customer name, activity, session date and time, number of attendees, and payment status at a glance.

## Schedule filters

The schedule view provides a set of filters to help you quickly find specific sessions. Filters can be combined and are preserved as you navigate between dates.

| Filter            | Description                                                                             |
| ----------------- | --------------------------------------------------------------------------------------- |
| **Search**        | Free-text search across session names and details                                       |
| **Places booked** | Range filter to show only sessions within a minimum and maximum number of booked places |
| **Type**          | Toggle visibility of session types — Course, Hire, Overnight, Event, or Availability    |
| **Location**      | Filter by location when you have more than one site configured                          |
| **Activity**      | Multi-select filter listing every course and hire activity in your schedule             |
| **Staff count**   | Range filter to show sessions by the number of assigned staff members                   |
| **Waitlist size** | Range filter to show sessions by the number of customers on the waitlist                |

Select **Clear all** to reset every active filter at once. The button shows a count of how many filters are currently applied.

<Note>
  Filter selections persist when you switch between the overview and staff schedule views. Switching to the register view temporarily clears filters, but your previous selections are restored when you return.
</Note>

## Booking details

Open any booking to see the full details:

| Field         | Description                                                                                           |
| ------------- | ----------------------------------------------------------------------------------------------------- |
| **Customer**  | The customer's name, email, and account details                                                       |
| **Activity**  | The booked activity, session date, and time slot                                                      |
| **Attendees** | Names and details of all participants                                                                 |
| **Payment**   | Payment method, amount, and status                                                                    |
| **Add-ons**   | Any optional extras included in the booking                                                           |
| **Waivers**   | Completion status of any required [waivers](/customers/waivers)                                       |
| **Discount**  | Any [discount codes](/pricing/discount-codes) or [membership discounts](/pricing/memberships) applied |

## Edit a booking

From the booking details, you can:

* **Add or remove attendees** — adjust the number of participants on a session. For bookings that span multiple slots (such as a multi-day course), removing an attendee removes them from every slot in the booking
* **Change the session** — move a booking to a different date or time slot (subject to availability)
* **Update attendee details** — correct names, contact information, or custom field responses
* **Add notes** — attach internal notes visible only to your team

<Note>
  Changes to a booking do not automatically trigger a notification to the customer. Use [workflows](/integrations/workflows) to set up automated update emails, or [resend the confirmation](#resend-confirmation-emails) manually from the order receipt.
</Note>

## Cancel a booking

To cancel a booking:

1. Open the booking from your dashboard.
2. Select **Cancel**.
3. Choose whether to process a [refund](/payments/stripe#refunds) — full, partial, or none.
4. Confirm the cancellation.

Cancelled bookings free up the session capacity immediately. If a [waitlist](/activities/waitlists) exists for the session, the next customer is notified automatically.

## Email participants

You can send an ad-hoc email to everyone booked on an activity directly from the activity info popup. This is useful for last-minute updates such as a change of meeting point, weather cancellations, or a follow-up message after a session.

To email participants:

1. Open the activity info popup for the session from the schedule.
2. Select **Email clients**.
3. Review the recipient list, compose your message, and send.

Sailia builds the recipient list from every active participant on the booking. If a participant belongs to a different customer account than the person who paid — for example, a parent booking a place for a friend's child — that participant's family email is included alongside the booking organizer's. Duplicate addresses are removed automatically, and removed participants are excluded.

<Note>
  The recipient list always includes the primary contact for each booking, so the person who paid still receives the message even when other accounts are also notified.
</Note>

## Resend confirmation emails

You can resend booking confirmation emails to any email address directly from the order receipt. This is useful when a customer did not receive the original email, when you need to forward the details to a different address, or when you have updated a booking and want the customer to receive an updated confirmation.

To resend a confirmation:

1. Open the order receipt from the bookings dashboard.
2. Scroll to the **Emails sent to this account** section.
3. Click **Send confirmation email**.
4. Enter the recipient's email address.
5. Click **Send**.

The confirmation email includes the current booking details and a PDF receipt attachment. If the booking has been modified since the original confirmation, the resent email reflects the latest information.

<Note>
  The **Send confirmation email** button is available to staff with the **View Other User Profiles** permission. It appears on all completed orders, including those linked to customer accounts and guest checkouts.
</Note>

## Booking sources

Each booking is tagged with its source so you can understand where your reservations come from:

| Source        | Description                                                                    |
| ------------- | ------------------------------------------------------------------------------ |
| **Online**    | Booked through your [online booking page](/activities/online-bookings)         |
| **POS**       | Created through the [point of sale](/point-of-sale/overview)                   |
| **Adventuro** | Booked through the [Adventuro](/integrations/adventuro) marketplace            |
| **API**       | Created programmatically through the [Sailia API](/api-reference/introduction) |

## Related guides

<Columns cols={2}>
  <Card title="Online bookings" icon="globe" href="/activities/online-bookings">
    How customers book through your online booking page.
  </Card>

  <Card title="Payments and Stripe" icon="credit-card" href="/payments/stripe">
    Process refunds and manage payment status.
  </Card>
</Columns>