# Bookings

<figure><img src="/files/PzuiZNBqGRp2AJGFmxP5" alt=""><figcaption></figcaption></figure>

The **Bookings** page is a complete list of every workshop booking, regardless of status. Use it to find a booking, edit its details, check a vehicle in, convert it into a job card, or cancel it.

To open the page, go to **Workshop > Bookings** in the sidebar.

> **Permissions:** Workshop access is required to view and manage bookings.

## What you can do

* Search and filter all bookings across depots and fleets.
* Edit upcoming bookings to change vehicle, time, bay, or notes.
* Check vehicles in when they arrive.
* Convert bookings into job cards once work is ready to start.
* Cancel bookings with an optional reason.

## Filters

Use the controls at the top of the page to narrow the list:

| Filter                | Description                                                                               |
| --------------------- | ----------------------------------------------------------------------------------------- |
| **Search**            | Search by booking number, vehicle registration, or other text fields.                     |
| **Status**            | Filter by one or more booking statuses (see [Status](#status)).                           |
| **Depot**             | Filter to a specific depot.                                                               |
| **Fleet**             | Filter to a specific fleet.                                                               |
| **Include Converted** | When enabled, bookings that have been converted into job cards are shown. Off by default. |

The result count appears in the top-right of the filter bar.

## Column reference

| Column             | Description                                                                        |
| ------------------ | ---------------------------------------------------------------------------------- |
| **Booking Number** | A monospace identifier for the booking. Click to open the booking.                 |
| **Vehicle**        | The vehicle registration shown as a yellow plate. Empty if no vehicle is assigned. |
| **Start**          | The scheduled start date and time.                                                 |
| **End**            | The scheduled end date and time.                                                   |
| **Status**         | The current booking status as a coloured pill.                                     |
| **Actions**        | A three-dot menu with row actions.                                                 |

## Status

Bookings move through a defined workflow:

| Status               | Meaning                                                            |
| -------------------- | ------------------------------------------------------------------ |
| **Provisional**      | A draft booking that has not yet been confirmed with the customer. |
| **Confirmed**        | The booking has been confirmed and is in the schedule.             |
| **Awaiting Arrival** | Confirmed and ready for the customer to arrive on the day.         |
| **Checked In**       | The vehicle has arrived and is on site.                            |
| **Converted**        | A job card has been created from this booking.                     |
| **Cancelled**        | The booking has been cancelled and will not go ahead.              |
| **No Show**          | The customer did not arrive.                                       |

**Cancelled**, **No Show**, and **Converted** are *terminal* statuses. Bookings in these states cannot be edited or cancelled further.

## Row actions

Each row has a three-dot menu with the following options. Some are only available in certain statuses.

| Action       | Available when                                                                               |
| ------------ | -------------------------------------------------------------------------------------------- |
| **Edit**     | Status is not terminal. Opens the booking form.                                              |
| **Check In** | Status is **Confirmed** or **Awaiting Arrival**. Marks the vehicle as on site.               |
| **Convert**  | Status is **Confirmed** or **Checked In**. Creates a job card and navigates to the new card. |
| **Cancel**   | Status is not terminal. Prompts for an optional reason.                                      |

## Creating a booking

1. Click the **New Booking** button in the top-right of the page.
2. Fill in the booking form. Required fields include the **Vehicle**, **Booking Type**, **Start** time, and **End** time.
3. (Optional) Select a **Depot** and **Bay** to place the booking on the diary.
4. (Optional) Add notes for the technician.
5. Click **Save**.

The booking appears in the list with its initial status and on the [Diary](/documentation/workshop/workshop-ops/diary.md) at its scheduled time.

## Converting a booking to a job card

When a vehicle arrives and you are ready to start work:

1. Find the booking in the list (or open it from the diary).
2. From the row actions menu, select **Check In**. The status changes to **Checked In**.
3. From the row actions menu, select **Convert**. A job card is created and the page navigates to the new job card.
4. Continue work on the [Job Card](/documentation/workshop/workshop-ops/job-cards.md).

> **Tip:** You can convert a **Confirmed** booking directly without checking it in, but checking in first creates a clearer audit trail of when the vehicle arrived.

## Cancelling a booking

1. From the row actions menu, select **Cancel**.
2. Optionally enter a reason for the cancellation.
3. Confirm.

The booking moves to **Cancelled** and is no longer editable. Cancelled bookings remain in the list for historical reference.

## Empty state

If no bookings match your filters, the list shows "No bookings to display" with a **Create First** button if no bookings exist at all.

## Related articles

* [Diary](/documentation/workshop/workshop-ops/diary.md)
* [Job Cards](/documentation/workshop/workshop-ops/job-cards.md)
* [Workshop Settings: Booking Types](/documentation/workshop/workshop-ops/workshop-settings.md#booking-types)
* [Vehicles](/documentation/core-modules/vehicles.md)


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