🎉 New Welcome to reservie — V2 is now live and available for use. Get started →

Managing Bookings

Updated May 23, 2026 3 min read

Where customers view their upcoming bookings, see past history, manage appointments, and cancel bookings they no longer want.

What this page is for

The Manage bookings page is where a customer goes to see everything they’ve booked — past, present and future — and to cancel anything they no longer want to attend. It’s the single most-used page in the customer portal after the dashboard.

Reach it from the sidebar (Manage bookings) or from the dashboard’s View all → link.

Customer Portal manage bookings page showing the Bookings heading, three tabs (Upcoming, History, Appointments), and a table of upcoming bookings with columns for Event, Date, Booked on, Cost, Status, and a Cancel Booking button

The three tabs

Across the top of the page are three tabs:

TabWhat’s in it
UpcomingBookings the customer has on future dates (the default view)
HistoryBookings that have already happened — attended, no-show, or in the past
AppointmentsOne-to-one appointments (separate from regular events)

The Upcoming table

Each row is one booking, with columns for:

ColumnNotes
EventThe event name. Block bookings show a small Block tag next to the name
DateDay, date, and start time in the customer’s local time
Booked onThe date the customer placed the booking — useful for refund eligibility
CostWhat they paid. Cash/card payments show as £X.XX; credit-funded bookings show as X.XX CR
StatusUsually Confirmed. Other states: Pending, Waiting list, Cancelled
Cancel Booking buttonEnabled if the booking is within the cancellation window; greyed out otherwise

Cancelling a booking

Clicking Cancel Booking opens a confirmation dialog. The behaviour depends on the studio’s cancellation policy:

  • Full refund window — the original payment method is refunded
  • Credit-only window — the customer is issued a credit they can use against future bookings
  • No-refund window — the booking is cancelled but no refund is issued

The cancel button is disabled for bookings that are inside the no-cancellation window — most commonly within a few hours of the event starting, or for events marked non-cancellable.

Block bookings

A “Block” booking covers multiple dates as a single package — e.g. “8-week course”. Cancelling one of these uses Cancel Block Booking and follows the block’s own cancellation rules, which may differ from single-class rules.

The History tab

Past bookings, oldest visible at the bottom. There’s no action button here — it’s a read-only record. Use it if a customer asks “what classes have I been to?” or “did I attend on the 14th?”

The Appointments tab

If the studio uses Appointments for one-to-one sessions (e.g. consultations, private lessons), they appear here. The columns and cancel behaviour mirror Upcoming but the entries are appointments rather than events.

Common scenarios

”I want to cancel but the button is greyed out.”

The cancellation window has passed. Direct the customer to contact you (you can still cancel from the admin side, and choose to refund as a goodwill gesture if appropriate).

”I cancelled but I haven’t been refunded.”

Refunds typically appear on the customer’s statement within 5–10 working days, depending on their card issuer. If it’s been longer, check the booking in admin — it should be marked Cancelled with a refund record attached. If not, it may have been cancelled into credit rather than refunded.

”Can a customer move a booking instead of cancelling it?”

There’s no in-portal “move” — they need to cancel the existing booking and re-book the new date. If the cancellation window has closed, you’ll need to handle it from admin.

Where to go next

  • Dashboard
  • Credits — where credit-only refunds show up
  • Passes — bookings paid for with passes still appear here, with cost shown in credits