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How can I view a customer's upcoming and past reservations?

View a customer’s reservations from their profile under Upcoming Reservations or Reservation History. Viewing them requires the correct role permissions.

Written by Jason Wiese

To view upcoming and past reservations, locate the customer's profile > Upcoming Reservations or Reservation History.


Permissions

Permissions can be configured on user roles to view reservation information

Permission

Description

can_view_users

Allows roles to access the customer profile and is required to see class and appointment reservations

can_view_reservations

Allows roles to view specific reservations' change history

can_view_appointments_schedule

Allows roles to access the appointment reservations and schedule


Reservation Details

On both Upcoming Reservations and Reservation History, the tables are split into:

  • Classes

  • Appointments

The table will display:

Classes

  • Date and Time

  • Class Name

  • Instructor

  • Location

  • Payment Used

  • Guest: Email address of the guest

    • Displays Email not provided if the guest's email was not captured

    • Displays a dash (-) if it is not a guest reservation

  • Spot: Displays blank for first-come-first-served layouts

  • Three-Dot Icon: View the reservation change log or cancel the reservation

Appointments

  • Date and Time

  • Service Name

  • Instructor

  • Location

  • Payment Used

  • Status

    • Scheduled: Appointment scheduled for the future

    • Pending: Appointment is currently happening or is in the past, but has not been checked in, cancelled, or no-showed

    • Checked In

    • Cancel-Grace

    • No-show-Grace

  • View icon: Open the appointments schedule

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