Booking Status and Payment Definitions

Video Walkthrough

What This Page Covers

This page sets one standard for two separate fields used across Daily SOP: booking service status and payment status.

Roles and Estimated Time

• Roles: owner / manager / front desk
• Time: 3-10 minutes

Entry

Bookings -> Booking Details / Booking Calendar

Before You Start

• New bookings start as Pending + Unpaid by default.
• Team must treat service progress and payment progress as separate tracks.
• Confirm shift staff know where statuses appear: booking cards, Booking Details, and Payment Info.

Steps

1. In Booking Details, identify the booking service status first: Pending, Confirmed, Checked In, In service, Completed, Cancelled, or No-show.
2. Check payment status separately in Payment Info: Unpaid, Partial, Paid, or Refunded.
3. Use real action buttons for service transitions: Confirm booking, Check In, Start service, Complete service, Cancel booking, Mark no-show.
4. If Payment Info is visible, open Order Details and verify each Payment Details or Refund Records row.
5. Correct mismatches immediately and keep the log trail in View activity readable for handoff.

Acceptance Checklist

• Team uses all 7 booking statuses consistently.
• Team uses all 4 payment statuses consistently.
• Staff no longer assume Completed means fully paid.

Key Notes

• Completed does not mean Paid.
• Bookings in In service or Completed cannot be rescheduled.
• Payment Info card is hidden when the booking has no linked order.

FAQ

Why is a completed booking still unpaid?

Because service status and payment status are independent fields. Check the linked order payment records.

Who is allowed to change final statuses?

Follow salon role policy; usually owner/manager/front desk handle final status changes with an activity log trail.