Workfile Store

Bookings

Manage appointments, staff schedules, booking calendar, and pricing tiers.

The Bookings module handles appointment scheduling for your service business. Customers book available time slots on your storefront, and you manage everything from the bookings dashboard — calendar view, staff assignment, status tracking, and more.

Bookings is a separate module from Services. Enable it from Settings → Modules. You need both Services and Bookings enabled for the full booking flow to work.

Viewing bookings

Go to Bookings in the sidebar to see all appointments. The list shows:

ColumnDescription
Booking numberAuto-generated ID (e.g., BK-00042)
ServiceWhich service was booked
CustomerWho booked it
Date & timeScheduled appointment time
StaffAssigned provider
StatusCurrent booking status
PaymentPayment status and amount

Booking statuses

StatusMeaningNext actions
PendingAwaiting confirmation from youConfirm or cancel
ConfirmedAccepted, appointment is scheduledComplete or cancel
CompletedService was delivered
CancelledBooking was cancelled
No-showCustomer didn't show up

Calendar view

Go to Bookings → Calendar for a visual day-by-day view of all appointments.

The calendar shows:

  • Time slots with booked appointments
  • Service name and customer for each booking
  • Staff member color coding
  • Available vs. blocked time slots

Use the calendar to spot scheduling gaps and optimize your team's availability. Click any empty slot to create a manual booking, or click an existing booking to view details and update status.

Staff management

Go to Bookings → Staff to manage your service providers.

Each staff member has:

SettingDescription
NameProvider's display name
ServicesWhich services they can deliver
AvailabilityWeekly schedule (days and hours)
BreaksBlocked time slots (lunch, personal time)
Booking capacityMax simultaneous bookings

Availability schedule

Set each staff member's working hours per day of the week:

DayHoursStatus
Monday9:00 AM – 6:00 PMAvailable
Tuesday9:00 AM – 6:00 PMAvailable
WednesdayDay off
Thursday9:00 AM – 6:00 PMAvailable
Friday9:00 AM – 6:00 PMAvailable
Saturday10:00 AM – 2:00 PMHalf day
SundayDay off

Staff availability directly controls which time slots customers see on your storefront. If no staff is available for a service at a given time, that slot won't appear in the booking calendar.

Pricing tiers

Go to Bookings → Pricing Tiers to create tiered pricing for your staff.

Pricing tiers let you charge different rates based on the provider's experience level:

TierExample staffPrice multiplier
JuniorNew stylists, internsBase price
SeniorExperienced providers1.5× base price
ExpertLead stylists, specialists2× base price

When a customer selects a specific staff member during booking, the price adjusts based on their tier.

Pricing tiers are optional. If you don't need tiered pricing, all staff members use the service's base price regardless of who delivers it.

Booking settings

Go to Bookings → Settings to configure booking policies:

SettingDescriptionExample
Advance booking windowHow far ahead customers can book30 days
Minimum noticeMinimum time before an appointment2 hours
Cancellation policyHow far in advance customers can cancel24 hours
ReschedulingWhether customers can rescheduleYes, up to 12 hours before
Auto-confirmAutomatically confirm bookings or require manual approvalAuto-confirm
Buffer timeGap between consecutive bookings15 minutes
Slot durationTime slot granularity30 minutes

Booking flow on the storefront

When a customer books a service on your storefront:

Select a service

Customer browses your services page and picks one.

Choose date and time

A calendar shows available dates. Selecting a date reveals available time slots based on staff availability and existing bookings.

Select staff (optional)

If Show provider selection is enabled for the service, customers can pick a specific staff member. Otherwise, the system auto-assigns based on availability.

Add details

Customer fills in their name, contact info, and any intake form fields linked to the service.

Pay (if required)

If the service requires payment or a deposit, the customer completes payment through Razorpay before the booking is confirmed.

Confirmation

The booking is created and both you and the customer receive confirmation emails with the appointment details.

Managing individual bookings

Click any booking to see its full detail page:

  • Service details and pricing
  • Customer contact information
  • Assigned staff member
  • Date, time, and duration
  • Payment status and amount
  • Booking notes (internal and customer-facing)
  • Status history timeline

Updating status

Use the status dropdown to advance the booking through its lifecycle. Only valid next statuses are shown.

Rescheduling

Click Reschedule to change the date and time. The customer is notified of the change via email.

Cancelling

Click Cancel to cancel the booking. If a payment or deposit was collected, you can process a refund from the booking detail page.

Waitlist

When all slots for a service are booked, customers can join a waitlist. If a cancellation opens up a slot, waitlisted customers are notified automatically.

The waitlist is managed from Bookings → Waitlist. You can see who's waiting, for which service, and manually convert waitlist entries to confirmed bookings when slots open up.

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