All bookings follow a lifecycle. Depending on which phase of the lifecycle a booking is in, its scheduling status changes, as do the scheduling actions available to you.
In the Activity stream, bookings are given a status. In the Details pane for a given activity, you'll see a Detailed status which provides additional information about the activity (Figure 1).
Figure 1: Detailed status
All OnceHub reports make use of scheduling statuses to allow you to easily view the stage of bookings within the lifecycle. Scheduling statuses are also used with our Third-party integrations.
Booking status and Detailed status
The table below shows the different lifecycle phases, their associated statuses, and the respective actions that are available in the Activity stream.
Scenario | Status | Detailed status | Menu actions |
Customer schedules a booking | Scheduled | Scheduled (By Customer) | |
Customer submits a booking request | Requested | Requested (By Customer) | |
Customer cancels and submits new requests | Canceled Requested | Canceled (By Customer) Requested (By Customer) | |
User approves the booking request | Scheduled Rescheduled | Scheduled (Approved by User) Rescheduled (Approved by User) | |
User cancels and requests new times | Canceled Requested | Canceled (New times requested by User) Requested (Initiated by User) | |
Customer reschedules a booking with same BP | Rescheduled | Rescheduled (By Customer) | |
Customer reschedules a booking with different BP | Rescheduled | Rescheduled (By Customer) | |
Customer cancels a booking | Canceled | Canceled (By Customer) | |
User cancels a booking or booking request | Canceled | Canceled (By User) | |
User cancels and sends a request to reschedule with same Event type | Canceled Rescheduled | Canceled (Reschedule requested by User) Rescheduled (Initiated by User) | |
User cancels and sends a request to reschedule with any Event type | Canceled Scheduled | Canceled (Reschedule requested by User) Scheduled (By Customer) | Reassign booking |
User sets the booking to No-show | No-show | No-show (Set by User) | |
Booking is complete | Completed | Completed (Set by System) | |
User reassigns a scheduled booking | Scheduled | Scheduled (Reassigned by User) | |
User reassigns a rescheduled booking | Rescheduled | Rescheduled (Reassigned by User) | |
| Customer requests a booking time for approval but the requested time passes before User takes action | Expired | Expired (Set by System) | Cancel/request new times |