Bookings

Who booked it, booking history and the bookings CSV

See who made each booking or appointment and everything that happened to it, and download your bookings as a spreadsheet.

What it is

Every booking says who made it and how, such as Booked by Sam · Phone, on its page and in its panel on the calendar. Its History card lists everything recorded for it, oldest first: what happened, who did it and when. On the calendar, Export bookings (CSV) downloads your bookings for the days you choose.

Why it helps

When a client says they never booked that time, or a booking moved and nobody remembers why, the answer is on the booking. The CSV puts every booking in one file for your accountant, a spreadsheet or your own reports.

How to use it

  1. 1Open a booking from Appointments, or tap it on the calendar and choose Full details. Booked by names who made it: a team member, Client online, an API key or an app you connected by the name you gave it, AI assistant with the name of whoever confirmed it when your dashboard assistant made it, or Not recorded for older bookings. A client is never named there.
  2. 2After the name comes how it came in, such as Online, Phone, Walk-in or In person or other. Anyone who can open the booking sees this line, on its page and in its panel on the calendar.
  3. 3Further down, History lists each change, such as a move or a paid deposit, with who did it and the time on your business's clock. It shows to anyone with Manage the business, which owners and admins have by default, and the Audit log button opens the full trail. Bookings made before the audit trail began have no history.
  4. 4To download bookings, open Today, then Calendar, and open Export bookings (CSV) below the calendar. Choose From and To, up to 366 days, a Status and, with more than one branch, a Branch. It starts on the month on screen. Tap Download CSV.
  5. 5The file has Date, Time, Client, Service, Staff, Status, Checked in and Branch, in your business's time zone. For someone who sees everyone's calendar it also has each client's Email and Phone, a Tags column when a booking in it has a tag, and one column for each booking question, headed Q: and the question.
  6. 6Downloading needs See analytics & earnings and Export data, which owners and admins have by default. Someone who only sees their own calendar gets only their own bookings, without contact details. Each download is recorded in the Audit log.

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