Bookings

Bookings lets people outside the organisation ask for an appointment — a first consultation, a viewing, a call — and lets somebody inside answer. Visitors book through your own website (the public booking API) or through a booking link the product hosts at <your-org>.enclessa.app/booking/<code>.

Bookings is for appointments with outsiders. Meetings between colleagues and room bookings belong in the Calendar, which also shows every confirmed appointment as an overlay.

Where to find itCopy Anchor Link

Open Bookings from the sidebar's app row or All apps (/bookings). Its sidebar:

Public pages (no sign-in): /booking/<code> to book, /booking/manage for a visitor to move or cancel their appointment from the confirmation email.

Roles and permissionsCopy Anchor Link

Roles: Viewer and Administrator, granted at System console → Access → Roles. A viewer reaches Bookings and works with it — answering requests and editing types, hours and links. An administrator also hands out the module's roles.

Main workflowsCopy Anchor Link

Answer a requestCopy Anchor Link

1. Open Requests. Which appointments switches between Open, Requests only, Confirmed, Past and Everything.
2. Search by name or email if the list is long. Clear search brings the whole list back when nobody matches.
3. Open a request's Details, then confirm or decline — Add a message to say something to the visitor, or answer Without a message.
4. Declining or cancelling tells the visitor and cannot be undone.

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1. 1Which appointmentsOpen, Requests only, Confirmed, Past or Everything.
2. 2Search by name or emailFinds a request when the list is long.
3. 3DetailsThe request opened: type, contact, the visitor’s note and who keeps it.
4. 4ConfirmAccepts the request; Decline beside it tells the visitor and cannot be undone.
5. 5Add a messageSays something to the visitor with your answer.

Record an appointment by handCopy Anchor Link

Press Write an appointment down on the Requests page for an appointment arranged by phone or in person. An empty list offers the same button.

After the appointmentCopy Anchor Link

On a confirmed appointment, mark it Kept or Not there. For online meetings use Start meeting, Copy meeting link, Email meeting link or Resend confirmation.

Set up what can be bookedCopy Anchor Link

1. Open Types and hours. Installing Bookings starts it off with opening hours of 09:00–17:00 on weekdays and one appointment type, Initial consultation (30 minutes, by phone, waits for an answer); change them to fit or add your own.
2. Appointment types → Add one: duration, spacing, buffers, notice, horizon, daily cap, whether it confirms itself or waits for an answer, and which fields the visitor fills in. The sentence at the top of the form says what the numbers add up to.
3. Opening hours: one row per day; a day can hold more than one period; copy a day's hours to the others. Add dated exceptions for holidays.
4. Who hears about a request: pick colleagues to be notified inside the product.

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1. 1Add oneA new appointment type: duration, buffers, notice and whether it confirms itself.
2. 2Opening hoursOne row per day, with more than one period if needed, and dated exceptions.
3. 3Who hears about a requestThe colleagues notified inside the product when a request arrives.

Hand out a booking linkCopy Anchor Link

1. Types and hours → Booking links → Create a link.
2. Choose which appointment types it offers and until when it works.
3. Send the link. It never offers more than the types allow on their own.

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1. 1CodeThe end of the link you send out.
2. 2Appointment typesWhich types the link offers; with exactly one the page shows no chooser.
3. 3Expires onUntil when the link works; empty never expires.
4. 4ActiveSwitching it off withdraws a link already sent, without deleting it.

What the visitor seesCopy Anchor Link

The public page walks through date, time, contact and done. The confirmation carries a reference and a link to /booking/manage, where the visitor can Move to another time or Cancel this appointment.

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1. 1Booking progressDate, time, contact and done, in that order.
2. 2DateThe day the visitor picked; Back returns to the dates.
3. 3TimeEach free slot of that day; choosing one moves on to the contact details.

Settings and adminCopy Anchor Link

• Types and hours (/bookings/settings) — everything bookable.
• Time zone, the manage page address and notification switches: System console → Marketplace → Bookings.
• Roles: System console → Access → Roles.

TipsCopy Anchor Link

• The number beside Requests in the sidebar counts requests still waiting for an answer. Pick Requests only under Which appointments to see just those.

• Use a type that confirms itself for simple slots and one that waits for an answer when somebody has to check first.

• One link per customer or campaign makes it easy to stop one without touching the others.