Manage customer bookings
Find appointment requests and update their status.
Who this guide is for
Levah web dashboard. Available actions depend on your business type, subscription and staff permissions.
On this page
Before you begin
- Set up the appropriate booking form on your website if customers will book themselves.
Step by step
- Open Leads → Bookings.
- Find the booking and review the customer details and requested appointment.
- Use the available status controls to reflect the booking's current state.
- Follow up with the customer when arrangements need confirmation or a change.
What happens next
The booking record reflects the status you saved.
Helpful to know
- Check the appointment details before confirming it.
- Bookings also feed the leads workspace, so check for an existing enquiry before creating another record.
Still need a hand?
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