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How to Maneuver my Bookings on CO:CREATE

Managing your bookings on CO:CREATE makes your admin process clear and organized.

The Bookings list page is the first page you see when you open the app. It's always accessible from the bottom navigation by tapping the open book icon.

The plus sign (Payments shortcut)

The plus sign at the bottom of your Bookings list opens the Payments shortcut, the fastest way to request a Deposit or Payment from any Client.

Tap the plus sign, then choose:

  • Deposit Request to send a Deposit link (Standard Deposit Link for repeat use, or Custom Deposit Link for one specific Client with a custom amount and expiration)
  • Payment Request to send a Custom Payment Link (for session balances, walk-ins, flash events, or pre-payments)

The same shortcut also lets you request a Deposit or Payment on a Booking that's already on CO:CREATE, or generate Pay Links for Clients who aren't on CO:CREATE yet. When you pick Deposit Request or Payment Request, your existing Bookings are listed. Pick the Booking, set the amount, send. Useful for requesting Deposits on multiple Open Bookings without navigating into each one individually.

For the full breakdown of when to use each link type, see What are Pay Links?.

Tabs

Your Bookings are sorted into four tabs that represent different states. Tabs are scrollable horizontally. Selecting a tab filters to only Bookings in that tab. The default view is the Open tab.

  • Open: Requests with zero payments made. Deposit has either not been requested, or not yet paid. Customs only.
  • Booked: Requests with at least one completed payment.
    • Custom Bookings: Move to Booked after Deposits are paid.
    • Wanna Do Bookings: Move to Booked immediately after purchase, since an upfront payment is always required.
    • Pay Link Bookings: Move to Booked as soon as the Client pays the Pay Link.
  • Completed: When you mark a Booked request as Completed, it moves to the Completed tab. Bookings paid through a Custom Payment Link with Mark Completed checked land here automatically when the Client pays.
  • Declined: When you decline an Open request, it moves to Declined (previously "Closed").

Empty: When tabs have no Bookings, you'll see a button to copy your profile link so you can share it with Clients.

New Custom Bookings: New Custom Booking Requests submitted on CO:CREATE land in the Open tab.

New Wanna Do Bookings: Wanna Do purchases land in the Booked tab.

New Pay Link Bookings: Pay Link payments land in the Booked tab (or directly in Completed if Mark Completed was checked).

New updates: When any Booking has a new unread update such as a message, a counter badge displays on the corresponding tab.

Status Badges

Status badges indicate which Open and Booked requests may need your attention.

  • New: A brand new, unread Booking Request
  • Needs Review: A read Open Booking Request that hasn't been accepted or declined yet
  • Deposit Requested: A Deposit request is currently unpaid and pending
  • Deposit Expired: A Deposit request is expired and can be renewed
  • Payment Requested: A payment request is currently unpaid and pending