How do I see who booked with me and what they booked?
/ How do I see who booked with me and what they booked?

How do I see who booked with me and what they booked?

Quick answer: You can see who booked with you, what they booked, and contact them directly from your workspace or calendar.

Details:

  • Upcoming events (workspace): From your workspace, go to the Upcoming Events section to quickly view your next bookings.
  • Each booking shows a link indicating how many people have booked that session. Clicking the link displays details about the person or people who booked.
  • Calendar view: Your calendar shows all scheduled sessions, not just the next 10.
  • From the calendar, you can open any scheduled session to see what was booked and who booked it.
  • Contacting a client: You can click on a client's name to open their Client Insights page, where you can send a direct email to that client.

Good to know: The Upcoming Events section is the fastest way to review near-term bookings, while the calendar and Client Insights pages give you a complete view of bookings and client communication.