New bookings should create a clear next action for your team. Review them regularly so no customer waits without confirmation, preparation, payment review, or follow-up. A simple daily review keeps the booking calendar, customer record, and team tasks aligned before small gaps become missed appointments.

What this guide helps you do

• See new bookings and understand their status.
• Review customer details, intake answers, payment status, and assigned staff.
• Create follow-up tasks or customer messages when needed.

Before you start

• Know where your team reviews new booking activity.
• Decide which bookings need manual approval or preparation.
• Confirm who owns payment review and customer follow-up.
• Agree on the status labels your team uses for new, confirmed, needs-review, cancelled, and completed bookings.

Do it manually

1. Open Bookings and filter for new, upcoming, or needs-review bookings.
2. Open each booking and review customer details, service, time, location, and intake answers.
3. Check payment or deposit status if the service requires it.
4. Confirm staff assignment and preparation needs.
5. Create tasks, notes, or customer follow-up when something needs action.
6. Mark the booking status clearly so teammates know it has been reviewed.

Ask Faster AI

• Review today’s new bookings and summarize which ones need payment review, preparation, or customer follow-up.
• Create prep tasks for each upcoming consultation based on intake answers.
• Draft a confirmation message for this new booking and keep it ready for my review.

Review before customers use it

• Check customer contact details before sending messages.
• Do not include private intake details in messages unless the customer needs to see them.
• Confirm payment status before treating a paid booking as complete.

Common issues and fixes

• If a booking is missing customer context, open the linked customer record and intake answers.
• If payment status is unclear, open the related payment or deposit record.
• If several bookings need action, create a saved view or workflow for review.

Booking page best practices

For the customer-experience reason to review new bookings quickly after conversion, read the booking page best-practices article. Booking Pages That Don't Lose Customers.

Placeholder media

• Screenshot placeholder: add an annotated screenshot of review new bookings with customer names, phone numbers, addresses, payment details, private notes, and calendar details blurred.
• Video placeholder: add a short walkthrough that shows the manual booking path, then shows how to ask Faster AI for the same setup or review before customers can book.

Related help

• Collect booking intake details
• Send booking follow-up
• Understand Customer 360