Dashboard Tab

The Dashboard Tab provides a comprehensive overview of the booking system's performance. It includes reports on Total Bookings, Total Revenue, and Total Customers. Additionally, a mixed chart displays the correlation between Revenue and the number of Bookings, which can be filtered by date to extract specific data for a given period.

On the right-hand side, there are links to manage appointments, with tabs to sort them by upcoming, pending, and completed statuses. This layout ensures that all critical metrics and functions are easily accessible for efficient management.

Calender Tab

The Calendar Tab offers an overview of all bookings, categorized by dates created by users. It includes various filters for sorting bookings by specific staff members and booking types. Additionally, users can print a comprehensive list of all bookings.

The Calendar Tab also allows users to efficiently create new bookings and also edit existing bookings to make desired modifications.

Booking Type Tab

The Booking Type Tab is name like service module. Here you can see all your booking types and easily manage them.

Booking Type Creation Form

By clicking the Add Booking Type module, you'll see all required fields which are show in the below screenshot:

This form allows users to create a new booking type, specifying various details such as title, duration, staff, description, availability, and unavailable dates.

Form Fields and Options

Cover Image

• Browse: click to upload an image that will be used as the cover image for this booking type.

Title

• Title: enter the title for the booking type. This field is required.

Duration

• Duration: select the duration for the booking from the dropdown menu. Options might include various predefined time slots such as 20 minutes, 60 minutes, 1 hour, etc.

Staff

• Staff: select the staff member responsible for this booking type from the dropdown menu.

Description

• Description: enter a detailed description of the booking type. The text editor allows basic formatting such as bold, italic, block quote, lists, and code.

Availability

When are this Booking Types available?

• Weekly: Choose this option if the availability is based on a weekly recurring schedule.
• Specific Dates: Choose this option if the availability is based on specific dates.

Define your Weekly Availability as follows:

• Day Selection:
  • Monday - Sunday: Check the box next to the day to make it available.
  • Time Slot: Specify the start and end times for availability on the selected day. Multiple time slots can be added by clicking the "+ Add New" button.
• Example Entries:
  • Monday: 05:00 am - 08:00 am
  • Sunday: 12:00 pm - 03:00 pm

Define Your Specific Dates Availability Below:

• Date Selection:
  • Select Specific Available Date.
  • Time Slot: Specify the start and end times for availability on the selected day. Multiple time slots can be added by clicking the "+ Add New" button.
• Example Entries:
  • 27/10/2025: 05:00 am - 08:00 am
  • 28/10/2025: 12:00 pm - 03:00 pm

Unavailable Dates

• Add Unavailable Dates: check this option to specify dates that should be excluded from the weekly availability.
• Define Specific Dates That Will Be Excluded From Your Weekly Availability:
  • Date Field: select the date to be marked as unavailable.
  • Time Slot: specify the start and end times for unavailability on the selected date.
  • Duplicate: quickly duplicate the unavailable date entry for adding more unavailable slots.
  • Add New Date: add a new row for additional unavailable dates.

Actions

• Save Booking Type: click this button to save the new Booking Types with all the specified details.

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Advanced Booking Type Option

Availability Details

• How Far Out Can Users Book?: select the number of days ahead users can book.
• Minimum Meeting Padding (Or Buffer): select the amount of time to pad between meetings.
• Enter Maximum Number Of Bookings: enter the number of maximum bookings.
• Enter Minimum Number Of Bookings: enter the number of minimum bookings.
• Set Slots Per Booking: check this box to set the number of slots per booking.
  • Enter Number Of Slots Per Booking: enter the number of slots.

Location

• Online Video Conference: select this option if the meeting is to be held via an online video conference.
• Physical Address: select this option if the meeting is to be held at a physical address.
• Phone Number: select this option if the meeting will be via phone call.
• No Location: select this option if no location is needed.
• Enter URL Below: if "Online Video Conference" is selected, enter the URL for the video conference.

Enable Guest Booking

• Enable Guest Booking: check this box to allow guest booking.

Charge For This Booking

• Price: enter the price for this booking.

Custom Confirmation Email

• Custom Confirmation Email: check this box to enable custom confirmation emails.
  • Add Media: click to add media to the email.
  • Email Content: enter the custom email content. The text editor allows basic formatting such as bold, italic, block quote, lists, and code.

Enable Custom Confirmation Redirect Page

• Redirect URL: enter the URL to which users will be redirected after booking confirmation.

Enable Private Mode

• Enable Private Mode: check this box to enable private mode for this booking type.

Questions to Invitees

• Add New Question: click this button to add a new question for the invitees.
  • Question 1: enter the first question.
  • Select Type: choose the type of response expected (e.g., phone number, text).
  • Delete: Click to delete the question.

Actions

• Cancel: click this button to cancel the booking creation.
• Apply Advanced Booking: click this button to save the new booking type with all the specified details.

Customer Management

Overview

The "Customer" section in WPBookit allows you to view and manage customer's information. You can add new customers, edit existing customer details, and delete customers. This section also provides an option to export the customer list.

Customer List

The main customer list displays the following information for each customer:

• ID: a unique identifier for the customer.
• Names: the name of the customer.
• Email: the email address of the customer.
• Date of Birth: the customer's date of birth.
• Phone: the customer's phone number.
• Gender: the gender of the customer.
• Created: the date and time when the customer record was created.
• Action: options to edit or delete the customer record.

Actions

• Export Customer: click this button to export the customer's list. This can be useful for backup purposes or for use in other applications.
• Add New Customer: click this button to add a new customer to the list.

Edit Customer

• Edit Icon: click the edit icon (pencil) in the "Action" column to edit the details of an existing customer.

Delete Customer

• Delete Icon: click the delete icon (trash bin) in the "Action" column to delete an existing customer.

Add New Customer

Form Fields and Options

• Profile Image: click to upload an image that will be used as the profile image for this customer.
• First Name: enter User First Name.
• Last Name: enter User Last Name.
• Email Address: enter User Email Address.
• Phone Number: enter User Phone Number.
• Gender: enter User Gender.
• Date Of Birth: enter User Date Of Birth.
• Note: enter User Note.

Action

• Save Form: click the Save icon to create New Customer.

Payment Tab

The Payment Tab provides an overview of all user payments, listing each transaction. It also includes a feature to print payment invoices.

Staff Management

Overview

The "Staff" section in WPBookit allows you to view and manage staff information. You can add new staffs, edit existing staff details, and delete staffs. This section also provides an option to export the staff list.

Staff List

The main staff list displays the following information for each staff:

• ID: a unique identifier for the staff.
• Names: the name of the staff.
• Email: the email address of the staff.
• Date of Birth: Date of Birth of the staff.
• Phone: the staff's phone number.
• Gender: the gender of the staff.
• Created: the date and time when the staff record was created.
• Action: options to edit or delete the staff record.

Actions

• Export Staff: click this button to export the staff list. This can be useful for backup purposes or for use in other applications.
• Add New Staff: click this button to add a new staff to the list.

Edit Staff

• Edit Icon: click the edit icon (pencil) in the "Action" column to edit the details of an existing staff.

Delete Staff

• Delete Icon: click the delete icon (trash bin) in the "Action" column to delete an existing staff.

Add New Staff

Form Fields and Options

• Profile Image: click to upload an image that will be used as the profile image for this staff.
• First Name: enter User First Name.
• Last Name: enter User Last Name.
• Email Address: enter User Email Address.
• Phone Number: enter User Phone Number.
• Gender: enter User Gender.
• Date Of Birth: enter User Date Of Birth.
• Note: enter User Note.

Action

• Save Form: click the Save icon to create New Staff.

Guest Tab

The Guest Tab provides an overview of all booking information created by guest users who haven't logged-in or registered. The Guest Tab displays details such as the emails and names of guest users. It also includes a feature to delete bookings made by these users.