SourCherry Help Centre
Home β€Ί Calendars & Appointments β€Ί Rentals

Overview of Bookings

This article explains the Appointments List View for Bookings in Rentals β€” where you can view and manage all listings that have been booked, along with their respective statuses and payments. It also covers how time zones affect displayed times and how filters, sorting, and quick actions work.


TABLE OF CONTENTS


What is the Appointments List View?


The Appointments view gives you a complete overview of all rental listings that have been booked. Each row in this list represents one listing from a booking β€” not the booking as a whole.


If a booking includes three listings, the system creates three separate rows in the Appointments table, one for each listing. This helps you monitor each item’s timing, payment, and completion individually.


Key Benefits of Appointments List View



How to Access the Appointments List View


  1. Navigate to Calendars β†’ Appointment List View.



  2. From the dropdown menu at the top, select Rentals.



  3. The Appointments view will appear, showing all booked listings with details like customer name, listing name, start/end time, status, and payment state.


  4. Click Create Booking in the top-right corner to add a new booking manually.


Appointments Table Overview


The Appointments Table displays every listing booked across all customers and bookings. It’s designed to give a detailed breakdown of your active, upcoming, and completed rentals.



Columns Explained



Note: At the overall booking level, the payment status may also show as Partially Paid when only some listings have been paid for.



Actions – Quick access icons:


Important: Even though each listing appears as a separate row, clicking View or Edit opens the complete booking, including all associated listings, payments, and notes.

Toolbar and Filters


The toolbar offers tools to organize and find bookings quickly.

1. Filter Tabs


2. Advanced Filters


Use Advanced Filters to narrow your view by:

3. Sort By


You can sort bookings by:


Quickly find bookings by Listing Name or Customer Name.

5. Manage Columns


Customize your table by showing, hiding, or rearranging columns using Manage Columns.



Note : Rental invoices are not automatically sent to the customer whenever a booking is created. We are working on rectifying the information being displayed within the contacts/conversations page that conveys otherwise.


Frequently Asked Questions


Q: Why do I see multiple rows for one booking?
Each row is a listing in the booking. A booking with multiple listings creates multiple rows.


Q: What does β€œPartially Paid” mean on a booking?
Some listings under that booking are Paid, while others remain Pending.


Q: Can I edit a booking from a row?
Yes. Click View or Edit in Actions; the full booking opens with all listings, payments, and notes.


Q: How do cancellations or reschedules appear in the list?
Canceled listings show Canceled in Status and remain visible under All. Reschedules update the Start/End Time.