Needs Attention
Quickly find bookings that require action — missing pricing, unread messages, expiring soon, and more.
The Needs Attention page surfaces bookings that require action across your location. Instead of manually scanning calendars or lists, this page automatically flags bookings matching specific attention criteria so nothing falls through the cracks.
Navigate to Bookings > Needs Attention in the sidebar to access the page.
Attention Reasons
Each booking is evaluated against the following criteria. A booking can match multiple reasons simultaneously.
| Reason | Description |
|---|---|
| No Pricing | The booking has a grand total of $0 and no priced line items. Common for bookings created via iCal sync or manual entry where pricing hasn't been set. |
| Unread Messages | The customer sent a message through the booking portal that hasn't been read by staff yet. |
| Pending Expiring | The booking is in "pending" status and its auto-expire date is within 48 hours. Action is needed before the system automatically changes the status. |
| Outstanding Balance | The booking is confirmed, the service date has already passed, and there is still an unpaid balance. |
| Missing Waivers | The booking's service date is within 7 days and no waivers have been signed, but the location has waivers that require a booking association. |
| Unassigned Facilitator | The activity requires one or more facilitator roles and not all roles have been assigned. The booking is upcoming. |
| Incomplete Manifest | The activity has demographics configured in its manifest settings, but the booking has no demographic data entered. |
| Disputed Payments | The booking has one or more payments with an active Stripe dispute (chargeback) that needs a response. |
Each booking in the results shows colored badges indicating which attention reasons apply to it.
Filtering
By Reason
The filter bar at the top of the page shows a checkbox for each attention reason. Each checkbox displays a badge count showing how many bookings match that reason within your current date range.
- Select All / Clear All — quickly toggle all reasons on or off
- Uncheck all reasons except one to isolate a specific issue type (e.g., only show disputed payments)
- Multiple reasons can be active at the same time — a booking appears if it matches any of the selected reasons
By Date
Use the date range picker to narrow results to a specific time window. The date filter works together with the date mode toggle:
| Mode | Filters and sorts by | Best for |
|---|---|---|
| Created | When the booking was created in the system | Finding recently added bookings that need setup (e.g., iCal synced bookings with no pricing) |
| Service | The booking's scheduled service/event date | Finding upcoming bookings that need action before the customer arrives |
The default view uses Service mode with a -30/+30 day window, showing bookings with upcoming or recent service dates. Switch to Created mode when you want to find recently added bookings regardless of their service date (e.g., iCal synced bookings that need pricing).
The clear button (X) next to the date picker removes the date filter entirely, showing all matching bookings regardless of date.
Navigating to Bookings
Click any row in the results table to navigate directly to that booking's detail view, where you can take the appropriate action — set pricing, assign a facilitator, respond to a message, etc.
Columns
The results table shows the following information for each booking:
| Column | Description |
|---|---|
| Customer | Customer name and confirmation code |
| Activity | The booked activity name |
| Date & Time | Service date and start time |
| Status | Current booking status (pending or confirmed) |
| Total | Grand total for the booking |
| Balance | Outstanding balance — highlighted in red when greater than zero |
| Attention Reasons | Colored badges for each matching reason |
Pagination
Results are paginated at 25 bookings per page. Use the Previous/Next controls at the bottom to navigate through pages. The total count of matching bookings is displayed in both the page header and the pagination bar.