Before you begin
- You’ll need access to the workspace the booking belongs to.
- Open the booking from your Bookings list, or jump to it from the conversation it came from — every booking links back to its chat.
A booking is always confirmed, unconfirmed, cancelled, or rejected. Only confirmed bookings trigger automatic reminders, so confirming promptly is what makes reminders work for you.
1
Confirm a booking
Bookings the AI takes arrive as unconfirmed requests awaiting your approval. To confirm one:
- Open the booking from the Bookings list or the linked conversation.
- Choose Mark Confirmed once you’re happy it’s going ahead.
- The customer is now expected, and email reminders will be scheduled automatically.
The booking is confirmed and the slot is locked in.
2
Reschedule a booking
When a customer needs a different time:
- Open the booking and change its start time. The appointment keeps its one-hour length, so the end time moves with it.
- Check the new slot is free — Cura keeps you inside your working hours and won’t let you collide with existing events.
- Let the customer know. A quick message in the conversation keeps everyone on the same page.
The appointment has moved to its new time without losing the link to the customer.
3
Cancel or reject a booking
- Cancel a booking that was made but won’t go ahead. Choose Cancel on the booking; it stays on record but no longer counts as upcoming, so no reminder is sent.
- Reject a requested time you can’t accommodate. Use the reject option when you’re declining a slot a customer asked for, rather than calling off a confirmed appointment. You can add a reason and, optionally, send the customer a note. Rejecting frees the slot.
Troubleshooting
- I can’t find the booking. Open the customer’s conversation — the booking is linked there — or check you’re in the correct workspace.
- A reminder went out for a cancelled booking. Confirm the status was actually changed to Cancelled; a confirmed booking keeps its reminders until it’s cancelled.
