Manage bookings and customers
Your site is live and tested. Here is where day-to-day work happens inside your dashboard - approving bookings, talking to clients, and looking up customer history.
Incoming bookings
New bookings appear in two main places:
Dashboard home
Your morning starting point. See Get to know your dashboard for the Overview, Calendar, and Pending Appointments tabs. If you do not auto-confirm bookings, open Pending Appointments to approve requests waiting on you.
Appointments
The full list of every booking. Use filters to find visits by date, service, or status. From here you can also Schedule appointment by hand for phone or walk-in clients.
Work with a single appointment
Click any appointment to open its detail view. Common actions:
- Confirm - approve a pending request so the client receives confirmation.
- Reschedule - move the visit to a new time.
- Decline - cancel or reject a booking.
- Edit - update notes or details.
- Send message - email or text the client from Hacado.
Tabs on the detail screen include payments, files, communications, and history - useful when a client calls with a question.
Customers
Open Customers in the side menu for everyone who has booked or been added manually.
Search by name, email, or phone. Click a customer to see contact details, visit history, files, and messages.
There is no separate contacts area - Customers is where client records live. For the full guide - manual and automatic create, matching fields, and every profile tab - see Customers.
Inquiries and waitlist
Hacado does not have a generic inbox. Instead:
- Forms - if you installed Forms, responses appear under that app.
- Waitlist - if you installed Waitlist, manage entries from the waitlist area under Appointments or the dashboard tab the app adds.
- Communication logs - Settings → Communications → Logs shows outbound emails and texts Hacado already sent.
Hand off to everyday reference
You now know the core loop: clients book on your site, you manage visits in Appointments, and you look people up in Customers.
For deeper preferences - cancellation rules, reminder timing, template wording - see: