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Managing Bookings

Once clients start booking with you, this is where you manage everything. Go to Bookings to see your full list, then click into any booking to see the details and take action.

The bookings list​

Your bookings list shows every session, past and upcoming. You can:

  • Filter by status. Show only confirmed bookings, completed ones, cancelled ones, or any other status.
  • Search by client name. Quickly find a specific booking.
  • Sort by date. See what is coming up next or look back at past sessions.

The booking detail page​

Click any booking to open its detail page. This is where you see everything about the session and take action.

At the top, you see the booking title and a status badge showing where the booking stands (tentative, confirmed, in progress, completed, or cancelled).

The right side of the page shows key info at a glance.

  • Client info. The client's name, email, phone number, and any other contact details.
  • Date, time, and location. When and where the session is happening.
  • Amount. The total price for this booking, including any addons.
  • Edit button. Opens a modal where you can update the booking details like date, time, location, and amount.

Service info card​

A card showing which service this booking is for, along with the pricing details and any selected addons.

Status changes​

You can move a booking through its lifecycle by changing the status. Not every transition is available from every status. Here is how it works:

  • Tentative can move to: Confirmed, Awaiting payment, Cancelled.
  • Awaiting payment can move to: Confirmed, Cancelled.
  • Confirmed can move to: In progress, Completed, Cancelled.
  • In progress can move to: Completed, Cancelled.
  • Completed is a final state. No further changes.
  • Cancelled can be undone. You can revert a cancelled booking back to its previous status if needed.

Actions you can take​

From the booking detail page, you have several actions available:

  • Send a proposal. Put together and send a pricing proposal to the client.
  • Send a contract. Create or link a contract and send it to the client for signing.
  • Create an invoice. Generate an invoice for the booking amount and send it to the client.
  • Send a questionnaire. Send any questionnaire to the client from this booking.
  • View offer. If you sent a proposal, view the details of what was offered.

Main content area​

The center of the page holds the deeper details.

Booking events timeline​

A chronological log of everything that has happened with this booking. Every status change, email sent, payment received, contract signed, and questionnaire completed shows up here. This gives you a complete history at a glance.

Link a client gallery to the booking. Once linked, the client can access their photos directly from their booking confirmation or through a shared link.

Questionnaire responses​

If the client filled out any questionnaires (intake, pre-session, or post-session), their responses appear here. You can read through everything they submitted without leaving the booking page.

Notes​

Your private notes about this booking. Write anything you want to remember: session ideas, client preferences, internal reminders. Only you can see these.

Contract section​

If a contract is attached to this booking, you can see its status here (sent, viewed, signed). Click through to view the full contract and the client's signature.

Invoice section​

If an invoice was created for this booking, its status and details appear here (draft, sent, paid, overdue). You can view, edit, or resend the invoice.

Financial card with proof of payment​

A summary of the financials for this booking: total amount, deposit paid, balance remaining, and payment status. If the client uploaded proof of payment (like a screenshot of a bank transfer), you can view it here.

Cancelling a booking​

When you need to cancel, CoreHue walks you through it carefully so nothing falls through the cracks.

The cancellation modal​

When you click cancel, a modal appears showing you exactly what will be affected. This includes:

  • Any calendar events connected to this booking.
  • Any invoices tied to this booking.
  • Any contracts associated with this booking.
  • Any questionnaires sent for this booking.

Optional actions during cancellation​

For each connected item, you choose what to do:

  • Cancel the invoice. Void or cancel any open invoice so the client is not charged.
  • Void the contract. Mark the contract as voided so it is no longer in effect.
  • Cancel questionnaires. Cancel any pending questionnaires so the client does not receive them.

Notify the client​

A toggle lets you choose whether to send the client a cancellation email. If you turn it on, the client gets a clear notification that the booking has been cancelled. If you turn it off, the cancellation happens quietly on your end.

This approach means no surprises. You see everything that will change before you confirm the cancellation, and you decide exactly how to handle each piece.

Booking emails​

CoreHue sends several emails automatically throughout the booking lifecycle:

  • Confirmation email (to the client). Sent when a booking is confirmed. Includes all the details: date, time, location, meeting link (if virtual), and an add-to-calendar link.
  • Reminder emails (to the client). Based on your reminder settings (for example, 7 days before and 1 day before the session). Includes the booking details, meeting link, and any outstanding payment info.
  • Cancellation email (to the client). Optional. Sent when you cancel a booking and choose to notify the client.
  • New booking notification (to you). Sent when a new booking is confirmed, so you always know when someone has booked.