> ## Documentation Index
> Fetch the complete documentation index at: https://docs.meetzela.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Bookings: View and Manage Your Appointments in Zela

> See every appointment Zela has booked, review full booking details, update status, filter by date or service, and export your records.

Every appointment Zela books on your behalf appears in the Bookings section of your dashboard. As soon as a caller confirms a date and time during a call, Zela creates a booking record and it shows up here instantly — no manual entry required. Use this view to stay on top of your upcoming schedule, review what Zela captured from each conversation, and keep your booking statuses up to date.

## 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.

| Column            | Description                                                                             |
| ----------------- | --------------------------------------------------------------------------------------- |
| **Customer Name** | The name the caller provided during the call                                            |
| **Service Type**  | The service the customer requested (e.g. Plumbing Repair, AC Service, Lawn Mow)         |
| **Date / Time**   | The scheduled appointment date and time in your local time zone                         |
| **Status**        | The current booking status: **Confirmed**, **Pending**, **Completed**, or **Cancelled** |
| **Phone Number**  | The caller's contact number as captured by Zela                                         |

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.

<Steps>
  <Step title="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.
  </Step>

  <Step title="Service and Schedule">
    The service type requested, the scheduled date and time, and the address or service location if the customer provided one.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Info>
  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.
</Info>

## Updating Booking Status

Keep your booking records accurate by updating the status as appointments progress.

<Steps>
  <Step title="Open the booking">
    Click the booking row in the Bookings List to open the detail view.
  </Step>

  <Step title="Click 'Update Status'">
    Select **Update Status** from the top-right action menu.
  </Step>

  <Step title="Choose the new status">
    Select the appropriate status from the dropdown and confirm your choice.
  </Step>
</Steps>

**Booking status meanings:**

| Status        | Meaning                                                             |
| ------------- | ------------------------------------------------------------------- |
| **Pending**   | Booking has been created by Zela but not yet confirmed by your team |
| **Confirmed** | Your team has reviewed and confirmed the appointment                |
| **Completed** | The job has been carried out successfully                           |
| **Cancelled** | The appointment was cancelled by the customer or your team          |

<Note>
  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.
</Note>

## Filtering and Searching

Quickly find the bookings you need using the filter and search tools at the top of the Bookings List.

<Tabs>
  <Tab title="Filter by Date Range">
    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.
  </Tab>

  <Tab title="Filter by Status">
    Use the **Status** dropdown to show only Pending, Confirmed, Completed, or Cancelled bookings. This is useful for identifying appointments that still need your attention.
  </Tab>

  <Tab title="Filter by Service Type">
    Select one or more service types from the **Service** filter to narrow the list to a specific kind of job.
  </Tab>

  <Tab title="Search">
    Type a customer name or phone number into the search bar to locate a specific booking instantly. Search is case-insensitive and works on partial matches.
  </Tab>
</Tabs>

## Exporting Bookings

Export your booking data as a CSV file to use in spreadsheets, CRM tools, or accounting software.

<Steps>
  <Step title="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.
  </Step>

  <Step title="Click 'Export'">
    Select the **Export** button in the top-right corner of the Bookings List.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Tip>
  Export your completed bookings at the end of each month to keep a clean record for invoicing or performance reporting.
</Tip>


## Related topics

- [Zela Invoices: View, Download, and Manage Your Billing](/billing/invoices.md)
- [Contacts: View and Manage All Your Customer Records](/dashboard/contacts.md)
- [Zela Dashboard Overview: Your Business at a Glance](/dashboard/overview.md)
- [Zela: AI Voice Receptionist for Home Service Businesses](/introduction.md)
- [Call Handling Rules: Control How Zela Manages Calls](/agent/call-handling.md)