Bookings and resources
Sell time slots, whole days or date ranges, assign staff and rooms, and run your schedule from the planner.
Updated November 9, 2026
Who can use this: Roles with the view or manage permission for bookings. Refunding a booking also needs the refunds permission.
Make a product bookable, decide who or what can fulfil it, and manage appointments day to day.
Make a product bookable
Open the product, then its offer in the offer editor.
Under Customer picks, choose A time slot, A whole day or A date range.
Fill in the Availability rules for that choice.
Save the offer.
Availability rules
Slot duration (min), Buffer before (min) and Buffer after (min): time slots only.
Start hour and End hour: the first slot of the day and the hour the last slot must end by, on a 24-hour clock. They default to 9 and 17.
Lead time (hours): how far ahead a customer must book.
Capacity per slot: how many bookings fit in one slot. Leave it blank to use the number of assigned resources, so 3 barbers means 3 bookings.
Capacity per day: for whole-day and date-range offers.
Eligible resources: limit an offer to specific people or rooms. With none selected, all resources are eligible.
Add staff and resources
Open Commerce, then Staff & Resources.
Choose Staff, Rooms, Equipment or Other, then create a resource.
Set its working hours and any time off.
On the product, add the resource and mark it Required if the booking cannot happen without it.
Customers can pick a staff member or leave it to automatic assignment. Rooms, equipment and other resources are assigned automatically and are never shown to the customer.
Warning: if a product has a Required resource type and no active resource of that type, bookings fail until you assign one.
Work in the planner
Open Commerce, then Planner, and choose Day, Week or Agenda.
Drag a booking up or down to change its time, in 15-minute steps.
In Day view, drag a booking to another staff column to reassign it.
Click an empty slot to open New booking. Choose a service, a start time, a duration and optional staff, and enter the customer's name and email.
Click a booking to open its details, where you can reassign, complete or cancel it.
Manage a booking
Open Commerce, then Bookings. You can filter by status (Needs attention, Pending, Confirmed, Completed, Cancelled) and by payment.
Complete or Cancel a confirmed booking.
Change the assigned resource.
Record payment for money taken by cash, card in person, bank transfer or other. This records the payment and does not charge the customer.
Fix a booking that needs attention
A booking is marked Needs attention when the slot was taken before payment finished. It does not hold a slot. Open it and choose one of these:
Reschedule: pick a new start and end.
Refund: issue a refund, shown only when the booking was paid.
Mark handled: close it without changing anything else.
Related
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