Booking lifecycle phases and statuses

All bookings follow a lifecycle. Depending on which phase of the lifecycle a booking is in, its scheduling status changes, as do the scheduling actions available to you. 

  • In the Activity stream, bookings are given a status, and the relevant scheduling actions are available for you to use. In the Details pane for a given Activity, you will see a Detailed status, which may provide additional information about the Activity. 
  • All ScheduleOnce reports make use of scheduling statuses to allow you to easily view the stage of bookings within the lifecycle.
  • Scheduling statues are also used with our Third-party integrations

 

Booking status and Detailed status

The table below shows the different lifecycle phases and their associated statuses and available actions in the Activity stream. 
 

Scenario

Status

Detailed status

Menu actions

Customer schedules a booking

Scheduled

Scheduled (By Customer)

Cancel/request reschedule

Reassign booking

Set to No-show

Customer submits booking request

Requested

Requested (By Customer)

Schedule booking request

Cancel/request new times

Customer cancels and submits new requests

Canceled

Requested

Canceled (By Customer)

Requested (By Customer)

Schedule booking request

Cancel/request new times

User approves the booking request

Scheduled

Rescheduled

Scheduled (Approved by User)

Rescheduled (Approved by User)

Cancel/request reschedule

Reassign booking

Set to No-show

User cancels and requests new times

Canceled

Requested

Canceled (New times requested by User)

Requested (Initiated by User)

Schedule booking request

Cancel/request new times

Customer reschedules a booking with same BP

Rescheduled

Rescheduled (By Customer)

Cancel/request reschedule

Reassign booking

Set to No-show

Customer reschedules a booking with different BP

Rescheduled

Rescheduled (By Customer)

Cancel/request reschedule

Reassign booking

Set to No-show

Customer cancels a booking

Canceled

Canceled (By Customer)

 

User cancels a booking or booking request

Canceled

Canceled (By User)

 

User cancels and sends a request to reschedule with same Event type

Canceled

 

Rescheduled

Canceled (Reschedule requested by User)

 

Rescheduled (Initiated by User)




Cancel/request reschedule

Reassign booking

Set to No-show

User cancels and sends a request to reschedule with any Event type

Canceled

 

Scheduled

Canceled (Reschedule requested by User)

 

Scheduled (By Customer)




Cancel/request reschedule

Reassign booking

Set to No-show

User sets the booking to no-show

No-show

No-show (Set by User)

Cancel/request reschedule

Booking is complete

Completed

Completed (Set by System)

Cancel/request reschedule

Set to No-show

User reassigns a scheduled booking

Scheduled

Scheduled (Reassigned by User)

Cancel/request reschedule

Reassign booking

Set to No-show

User reassigns a rescheduled booking

Rescheduled

Rescheduled (Reassigned by User)

Cancel/request reschedule

Reassign booking

Set to No-show

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