Find public bookings in the same Services workspace used for your team’s other service requests.
Steps
- Open Services → Requests and search for the customer or booking reference.
- Set Source → Public booking page to narrow the list. Use the service, payment, and status filters as needed.
- Choose Sort by → Scheduled time or Balance due to organise the work.
- Open the request and review the customer, service options, schedule, amount paid, balance, and available actions.
- Complete the approval, fulfilment, or collection action offered for that request using your role’s permissions.
- For scheduled work, open Bookings → Calendar, choose the date, and open the matching entry.
Check both service and payment status. A Pay later booking can be confirmed for service while still showing an unpaid balance.