Manager Review
Manually flag bookings for follow-up and work through them from a single queue.
Manager Review is a manual flagging queue for bookings. Where Booking Audit runs automated checks, Manager Review is driven entirely by your team: anyone can flag a booking that needs a manager's eyes — a pricing question, a complaint, a refund decision — and managers work through the queue and resolve items when they're handled.
Navigate to Bookings > Manager Review in the sidebar to access the page.
How it works
Manager Review is built on the Manager Review booking tag. Flagging a booking adds the tag; resolving it removes the tag. That means:
- Flag manually — open the booking, go to the Miscellaneous tab, and toggle the Manager Review tag.
- Flag automatically — use a workflow Add Tag action to flag bookings based on events (e.g., flag every booking where a payment dispute opens, or every booking above a certain value). See workflow actions for details.
- Resolve — click Resolve on the Manager Review page (removes only the Manager Review tag; other tags on the booking are untouched), or toggle the tag off from the booking's Miscellaneous tab.
The sidebar badge
The red count badge on the Bookings sidebar item shows how many bookings currently carry the Manager Review flag. It updates immediately when you flag or resolve a booking, so the number next to Bookings is always your open review queue.
The queue
The page lists every flagged booking at your location — all statuses included. A flagged booking stays in the queue even if it's canceled, because the flag usually means a human still needs to do something (issue a refund, follow up with the customer) regardless of booking state.
Bookings are ordered by service date, soonest first.
| Column | Description |
|---|---|
| Customer | Customer name and confirmation code |
| Activity | The booked activity name |
| Date & Time | Service date and start time |
| Status | Current booking status |
| Total | Grand total for the booking |
| Balance | Outstanding balance — highlighted in red when greater than zero |
| Other Tags | Any other tags on the booking, for context |
| Resolve | One-click resolution — removes the flag and clears the row |
Click any row to open the booking in a side drawer, where you can take whatever action is needed before resolving.
Manager Review vs. Booking Audit
| Manager Review | Booking Audit | |
|---|---|---|
| Driven by | People (or workflows) flagging specific bookings | Automated checks evaluated on every booking |
| Cleared by | Someone clicking Resolve | Fixing the underlying issue (e.g., setting pricing) |
| Sidebar badge | Yes — the red count on Bookings | No |
| Best for | "This specific booking needs a manager" | "Show me everything that looks wrong" |