Bookings List
The Bookings page opens to a table listing all appointments Zela has created. Each row gives you the key details at a glance.
Click any row to open the full Booking Detail view for that appointment.
Booking Details
Opening a booking gives you the complete record for that appointment.1
Customer Information
The full customer profile for this booking — name, phone number, email address (if provided), and any additional contact details Zela captured during the call.
2
Service and Schedule
The service type requested, the scheduled date and time, and the address or service location if the customer provided one.
3
Notes from Zela
Any special instructions, preferences, or details the customer mentioned during the call — for example, “gate code is 1234” or “dog in the backyard.” Zela captures these automatically so you arrive prepared.
4
Linked Call Recording
A direct link to the call recording that generated this booking. Click Play Recording to listen to the full conversation, or click View Transcript to read the AI-generated text version.
Zela captures all details the customer provides during the call — name, contact number, service needed, preferred date/time, and any special notes. You don’t need to follow up with customers to gather basic booking information.
Updating Booking Status
Keep your booking records accurate by updating the status as appointments progress.1
Open the booking
Click the booking row in the Bookings List to open the detail view.
2
Click 'Update Status'
Select Update Status from the top-right action menu.
3
Choose the new status
Select the appropriate status from the dropdown and confirm your choice.
Updating a booking status in Zela does not automatically notify the customer. If you need to confirm or cancel with a customer, contact them directly using the phone number shown in the booking record.
Filtering and Searching
Quickly find the bookings you need using the filter and search tools at the top of the Bookings List.- Filter by Date Range
- Filter by Status
- Filter by Service Type
- Search
Click the Date Range filter and select a start and end date. The table will update to show only bookings scheduled within that window. Use the This Week, This Month, or Custom Range presets to move quickly.
Exporting Bookings
Export your booking data as a CSV file to use in spreadsheets, CRM tools, or accounting software.1
Apply any filters
Use the date range, status, or service filters to narrow the list to the records you want to export. If you want all bookings, leave the filters clear.
2
Click 'Export'
Select the Export button in the top-right corner of the Bookings List.
3
Choose CSV format
Confirm CSV as the export format and click Download. The file will include all visible columns: customer name, service type, date/time, status, and phone number.