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Partner Bookings & Customer Management
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Help Center Partner Bookings & Customer Management

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Set up Partner bookings from start to finish

Bookings become available only when the required pieces work together. The Booking Setup strip summarises whether there is a public offering, usable availability, appropriate location and policy setti...

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Create offerings, prices, duration and capacity

An offering is the service a customer can enquire about or request to book. Write it as a complete decision page: customers should understand what they are requesting, how pricing works and what is no...

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Configure booking availability, locations and resources

Availability controls when a request can be made. Locations say where it can happen. Resources prevent the same limited room, staff member or item being promised twice.Before you startSign in to the c...

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Set booking policies, confirmation modes and waitlists

These settings determine what the customer is agreeing to and whether a request becomes confirmed immediately or waits for the Partner. Configure them before advertising booking links.Before you start...

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Manage a booking from request to completion

A booking has a lifecycle: customer verification, request or confirmation, Partner action, possible changes, payment records, messages and completion. Use the booking record as the single source of st...

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