Managing a booking: status, reschedule, cancel, files

Short answer

Each booking shows the customer, address, answers, photos, payment and an activity log, with a colored status menu and action buttons.

Approve a booking that needs approval

1. Open the booking from Bookings and click Confirm. It is added to your Schedule and the customer is emailed.

Change a booking's status

1. Open the booking and use the colored status menu next to the title (also available on the Bookings list).
2. Choose Needs approval, Confirmed, Rescheduled, Completed, No-show, Lost or Cancelled.

Rescheduled opens the date picker and Cancelled asks for confirmation and frees the time. Every change is recorded on the Activity tab.

Reschedule or cancel a booking

1. Open the booking and click Reschedule, pick the new start time and click Save new time — the customer gets an email.
2. Or click Cancel, add a reason and click Cancel booking.

Copy booking photos and documents into the client's files

1. Open the booking > Photos & documents > Add to client files. They then appear on the client's Files tab.

Nothing is copied to the client automatically; the contractor chooses.

Still stuck?

If WinkScope does not behave the way this page describes, do not work around it. Open a ticket from Support > My Tickets with the page you were on and a screenshot, and the team will look at the account directly.