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How do bookings reach me? Do I have to enter them?

They arrive by themselves when someone books your storefront.

Updated July 17, 2026 · 2 min read
Plan: All plansWho: Everyone

You never type in a booking that came from your website. It is already there.

When someone books on your storefront, the order lands in Bookings within seconds — their items, dates, delivery address, contact details and signed agreement all attached. You get an email too.

The Bookings tab. The status filters across the top let you jump to just the Requested ones. "+ New booking" is for phone orders; "Export CSV" hands your bookkeeper a spreadsheet.Tap to enlarge
The Bookings tab. The status filters across the top let you jump to just the Requested ones. "+ New booking" is for phone orders; "Export CSV" hands your bookkeeper a spreadsheet.

The two-step: Request, then Confirmed#

A new online booking arrives as a Request. Open it and click Confirm. That does two things: it reserves the stock for those dates so nobody else can book it, and it emails the customer their confirmation.

The point of the two-step is that you stay in control — check the date, the address, whether you actually have a driver — before you commit. If you would rather not review each one, just confirm them as they arrive; most owners do it in under a minute.

!
A Request does NOT hold stock. Until you Confirm, someone else can book the same item for the same day.

Phone and text orders#

Click + New booking and enter it yourself. Same record, same stock protection, same paperwork.

This matters more than it sounds: bookings you take by phone and forget to enter are the only realistic way to get double-booked.

What you can do inside a booking#

  • Confirm or cancel it.
  • Record a deposit or payment — cash, card, check or other.
  • Print pull sheet — what your crew loads onto the truck.
  • Print agreement — the signed terms, with the customer's typed name, signature and timestamp.
  • Add a note to remember something about the job.

Filters and export#

The status chips along the top (All / Requested / Confirmed / Paid / Fulfilled / Returned / Cancelled) filter the list. Export CSV gives you a QuickBooks-importable spreadsheet with dates, amounts, tax and signer.

More in Bookings & customers

How does delivery pricing work?Set a base address, then charge flat, per-mile, or free within a radius.What is the difference between a Request and a Confirmed booking?A request is a customer asking. Confirming it reserves the stock.How do I record a deposit or a payment?Open the booking → Payments → record cash, card, check or other.Calendar view vs List view — which to use whenThe Bookings tab has two views. List is for working the queue; Calendar is for seeing your month at a glance.Every booking status, explainedWhat Requested, Confirmed, Paid, Fulfilled, Returned and Cancelled actually mean — and what each one does to your stock.

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