{"id":150591,"date":"2026-10-04T09:14:44","date_gmt":"2026-10-04T09:14:44","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/%d8%af%d9%88%d8%b1%d8%a9-%d8%a7%d9%84%d8%ad%d8%ac%d9%88%d8%b2%d8%a7%d8%aa-%d8%a7%d9%84%d8%aa%d9%82%d9%88%d9%8a%d9%85%d8%8c-%d8%a7%d9%84%d8%ae%d8%af%d9%85%d8%a7%d8%aa%d8%8c-%d8%a7%d9%84%d8%a8%d8%a7\/"},"modified":"2026-10-14T09:14:15","modified_gmt":"2026-10-14T09:14:15","slug":"the-new-booking-cycle","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/the-new-booking-cycle\/","title":{"rendered":"The New Booking Cycle: Services, Packages, Employee Shifts, Calendar, and Payment from the POS"},"content":{"rendered":"<div dir=\"ltr\" lang=\"en\">\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">This guide explains the <strong style=\"color: #111827;\">new booking cycle<\/strong> (Booking Management) in the system: enabling, setting up the services, packages, and employee shifts, then creating the booking from the <strong style=\"color: #111827;\">calendar<\/strong>, moving it by drag and drop, changing its statuses, then <strong style=\"color: #111827;\">payment<\/strong> from the point of sale and issuing the invoice.<\/p>\n<h2 style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Brief Workflow<\/h2>\n<div style=\"margin: 0 0 18px; line-height: 2.4;\"><span style=\"display: inline-block; background: #eef4ff; border: 1px solid #c7d7fe; border-radius: 6px; padding: 6px 10px; margin: 4px 0; font-size: 15px; color: #1f2430;\"><strong style=\"color: #1a56db;\">1.<\/strong> Enabling<\/span><span style=\"color: #9ca3af; font-size: 18px; padding: 0 4px;\">\u2192<\/span><span style=\"display: inline-block; background: #eef4ff; border: 1px solid #c7d7fe; border-radius: 6px; padding: 6px 10px; margin: 4px 0; font-size: 15px; color: #1f2430;\"><strong style=\"color: #1a56db;\">2.<\/strong> Booking Workflow<\/span><span style=\"color: #9ca3af; font-size: 18px; padding: 0 4px;\">\u2192<\/span><span style=\"display: inline-block; background: #eef4ff; border: 1px solid #c7d7fe; border-radius: 6px; padding: 6px 10px; margin: 4px 0; font-size: 15px; color: #1f2430;\"><strong style=\"color: #1a56db;\">3.<\/strong> Services and Packages<\/span><span style=\"color: #9ca3af; font-size: 18px; padding: 0 4px;\">\u2192<\/span><span style=\"display: inline-block; background: #eef4ff; border: 1px solid #c7d7fe; border-radius: 6px; padding: 6px 10px; margin: 4px 0; font-size: 15px; color: #1f2430;\"><strong style=\"color: #1a56db;\">4.<\/strong> Shift Schedule<\/span><span style=\"color: #9ca3af; font-size: 18px; padding: 0 4px;\">\u2192<\/span><span style=\"display: inline-block; background: #eef4ff; border: 1px solid #c7d7fe; border-radius: 6px; padding: 6px 10px; margin: 4px 0; font-size: 15px; color: #1f2430;\"><strong style=\"color: #1a56db;\">5.<\/strong> Creating the Booking from the Calendar<\/span><span style=\"color: #9ca3af; font-size: 18px; padding: 0 4px;\">\u2192<\/span><span style=\"display: inline-block; background: #eef4ff; border: 1px solid #c7d7fe; border-radius: 6px; padding: 6px 10px; margin: 4px 0; font-size: 15px; color: #1f2430;\"><strong style=\"color: #1a56db;\">6.<\/strong> Following the Status<\/span><span style=\"color: #9ca3af; font-size: 18px; padding: 0 4px;\">\u2192<\/span><span style=\"display: inline-block; background: #eef4ff; border: 1px solid #c7d7fe; border-radius: 6px; padding: 6px 10px; margin: 4px 0; font-size: 15px; color: #1f2430;\"><strong style=\"color: #1a56db;\">7.<\/strong> Paying from the Point of Sale<\/span><\/div>\n<h2 style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">First: Enabling<\/h2>\n<ol style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">From the <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/v2\/owner\/plugin-manager\/2\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Apps Manager<\/strong><\/a> enable the required apps: <strong style=\"color: #111827;\">Sales<\/strong>, <strong style=\"color: #111827;\">Clients<\/strong>, <strong style=\"color: #111827;\">Point of Sale<\/strong>, and <strong style=\"color: #111827;\">Employees<\/strong>.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">If you have the classic booking app, open <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/bookings\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Bookings (Classic Version)<\/strong><\/a> and click <strong style=\"color: #111827;\">Switch to the Beta Version<\/strong>, so <strong style=\"color: #111827;\">Booking Management<\/strong> is enabled and the classic one stops.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">To go back: from the settings menu in the calendar choose <strong style=\"color: #111827;\">Switch to the Classic Booking App<\/strong>.<\/li>\n<\/ol>\n<div style=\"display: flex; gap: 10px; background: #f6f8fb; border-left: 4px solid #1a56db; border-radius: 6px; padding: 14px 16px; margin: 0 0 18px;\">\n<p><span style=\"flex: 0 0 auto; font-size: 18px; line-height: 1.6;\">\ud83d\udec8<\/span><\/p>\n<p style=\"margin: 0; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Note:<\/strong> Old bookings in the classic version don&#8217;t appear in the client&#8217;s booking history in the new version.<\/p>\n<\/div>\n<h2 style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Second: Booking Settings<\/h2>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">From <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/v2\/owner\/booking_settings\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Booking Settings<\/strong><\/a> (four tabs):<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">1. Booking Workflow<\/h3>\n<table style=\"width: 100%; border-collapse: collapse; margin: 0 0 18px;\">\n<tbody>\n<tr>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Setting<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Options (Default)<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">What It Does<\/th>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">How are employees assigned to bookings?<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Per Booking<\/strong> \/ <strong style=\"color: #111827;\">Per Service<\/strong> \/ <strong style=\"color: #111827;\">No Employee Assignment<\/strong> (Per Booking)<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Per Booking<\/strong>: one employee for all the services. <strong style=\"color: #111827;\">Per Service<\/strong>: a different employee for each service. <strong style=\"color: #111827;\">No Employee Assignment<\/strong>: the calendar shows a single column without employees.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Allow Bookings Without Assigning an Employee<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">On \/ Off (Off)<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Unassigned bookings appear in the <strong style=\"color: #111827;\">Unassigned Employee<\/strong> column.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">How many services must be included in each booking?<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Multiple Services<\/strong> \/ <strong style=\"color: #111827;\">Single Service<\/strong> \/ <strong style=\"color: #111827;\">Default Service<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">With <strong style=\"color: #111827;\">Default Service<\/strong>, a specific service is chosen automatically in every booking and cannot be changed.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Allow Adding Services Without a Specific Start Time<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">On \/ Off (Off)<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Enables the <strong style=\"color: #111827;\">waitlist<\/strong>; these services appear at the top of the calendar as <strong style=\"color: #111827;\">Waiting<\/strong>.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">2. Managing Services<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Add each service: the <strong style=\"color: #111827;\">name<\/strong>, the <strong style=\"color: #111827;\">category<\/strong>, the <strong style=\"color: #111827;\">duration<\/strong> in minutes, the <strong style=\"color: #111827;\">price<\/strong>, the <strong style=\"color: #111827;\">assigned employees<\/strong> (empty = any employee), the taxes, and the image. A <strong style=\"color: #111827;\">service form<\/strong> can be linked (a form filled <strong style=\"color: #111827;\">during booking<\/strong> or <strong style=\"color: #111827;\">while performing the service<\/strong>).<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">3. Booking Packages<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">A package is a group of services with special prices and durations (such as &#8220;Bride Package&#8221;). When it is chosen in the booking, its services are added consecutively at the package prices, and offers aren&#8217;t applied to them. A package is not a prepaid balance of sessions.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">4. Shift Schedule<\/h3>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Specify the default <strong style=\"color: #111827;\">booking shift<\/strong> and apply it to new employees only or to existing and new employees.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Assign a regular shift<\/strong> for each employee, <strong style=\"color: #111827;\">Update the daytime shift<\/strong> for a specific day, and <strong style=\"color: #111827;\">Add a day off<\/strong>.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Removing the employee<\/strong> from the schedule makes them unavailable for booking.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Approved leave, official holidays, and permissions are counted automatically in the employee&#8217;s availability.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The shifts themselves are managed from <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/v2\/owner\/shifts\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Manage Shifts<\/strong><\/a>.<\/li>\n<\/ul>\n<h2 style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Third: The Calendar<\/h2>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Open <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/v2\/owner\/new-booking\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Booking Management<\/strong><\/a>. The view: <strong style=\"color: #111827;\">Day<\/strong> (a column for each employee), <strong style=\"color: #111827;\">Week<\/strong>, <strong style=\"color: #111827;\">Month<\/strong>, with filtering by employee and branch. The working hours are from the shifts, and the days off are shaded. From the settings menu: <strong style=\"color: #111827;\">Show Weekend<\/strong>, <strong style=\"color: #111827;\">Show Canceled Bookings<\/strong>, <strong style=\"color: #111827;\">Add Blocked Time<\/strong>.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Blocked Time (Employee Breaks)<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">To reserve a time that isn&#8217;t available for an employee (a break, a meeting): the employee, the title, the date and time, the duration, and the repeat (does not repeat \/ every day \/ every week \/ every month \/ custom). It cannot be added over an existing booking.<\/p>\n<h2 style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Fourth: Creating the Booking<\/h2>\n<ol style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Click the required time in the calendar.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Choose the <strong style=\"color: #111827;\">client<\/strong> or add a <strong style=\"color: #111827;\">new client<\/strong>.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Choose the <strong style=\"color: #111827;\">service<\/strong> or the package; the price appears from the client&#8217;s price list with the offers.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">For each service, specify the employee, the start time (or <strong style=\"color: #111827;\">Earliest Available Times<\/strong>), the duration, and the discount.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Click <strong style=\"color: #111827;\">Save<\/strong>, or <strong style=\"color: #111827;\">Pay<\/strong> to go to the point of sale directly.<\/li>\n<\/ol>\n<div style=\"display: flex; gap: 10px; background: #f6f8fb; border-left: 4px solid #1a56db; border-radius: 6px; padding: 14px 16px; margin: 0 0 18px;\">\n<p><span style=\"flex: 0 0 auto; font-size: 18px; line-height: 1.6;\">\ud83d\udec8<\/span><\/p>\n<p style=\"margin: 0; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Note:<\/strong> When choosing the employee, alerts appear such as <strong style=\"color: #111827;\">The employee is busy at this time<\/strong>, <strong style=\"color: #111827;\">The employee is not available at this time<\/strong>, or <strong style=\"color: #111827;\">The employee doesn&#8217;t provide this service<\/strong>, but they don&#8217;t prevent saving; review them before saving. There is no deposit or notes field in the booking (the follow-up tab can be used).<\/p>\n<\/div>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Moving the Booking<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Drag the booking in the calendar to another time or employee, then confirm from <strong style=\"color: #111827;\">Review Booking Update<\/strong>. A booking cannot be moved to the waitlist.<\/p>\n<h2 style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Fifth: Booking Statuses<\/h2>\n<table style=\"width: 100%; border-collapse: collapse; margin: 0 0 18px;\">\n<tbody>\n<tr>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Status<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Meaning<\/th>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Confirmed<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The default status when the booking is created<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Under Review<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">A preliminary booking awaiting confirmation<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Started<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The service started<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Arrived<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The client arrived<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Completed<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The service ended<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">No Show<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The client didn&#8217;t come<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Canceled<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Canceled (doesn&#8217;t appear in the calendar unless Show Canceled Bookings is enabled)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The status changes manually from the status menu in the booking to any status. Payment doesn&#8217;t change the status automatically; change it to <strong style=\"color: #111827;\">Completed<\/strong> yourself.<\/p>\n<h2 style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Sixth: Payment and Issuing the Invoice<\/h2>\n<ol style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">From the booking, click <strong style=\"color: #111827;\">Pay<\/strong>.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">There must be an open point of sale session; if there isn&#8217;t, the <strong style=\"color: #111827;\">Open Point of Sale Session<\/strong> window appears (<a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/pos_shifts\/add\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Open Session<\/strong><\/a>).<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The point of sale screen opens with the booking&#8217;s services, prices, discounts, and the employee for each service.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Complete the payment; a <strong style=\"color: #111827;\">sales invoice<\/strong> linked to the booking is created, and the invoice number and its payment status appear in the booking.<\/li>\n<\/ol>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Payment can be made later or partially (according to the point of sale settings), and the payment button stays available until the invoice is settled.<\/p>\n<div style=\"display: flex; gap: 10px; background: #fff8eb; border-left: 4px solid #d97706; border-radius: 6px; padding: 14px 16px; margin: 0 0 18px;\">\n<p><span style=\"flex: 0 0 auto; font-size: 18px; line-height: 1.6;\">\u26a0<\/span><\/p>\n<p style=\"margin: 0; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Warning:<\/strong> After an invoice is created for the booking, the booking cannot be edited or deleted.<\/p>\n<\/div>\n<h2 style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Seventh: Accounting Entries<\/h2>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The booking itself <strong style=\"color: #111827;\">creates no entry<\/strong>, and doesn&#8217;t affect stock (services have no stock). The entries come from the point of sale invoice and its payment according to the point of sale accounting mode:<\/p>\n<table style=\"width: 100%; border-collapse: collapse; margin: 0 0 18px;\">\n<tbody>\n<tr>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Stage<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">The Entry<\/th>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Creating the booking<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">None<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Payment (the point of sale invoice)<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Debit: the client \/ Credit: sales and tax, then Debit: the cashier custody \/ Credit: the client \u2014 immediately or combined when confirming the session closing<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Confirming the point of sale session closing<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">From the cashier custody to the treasury<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Employee commissions are calculated on the invoice according to the employee specified for each service.<\/p>\n<h2 style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Permissions<\/h2>\n<table style=\"width: 100%; border-collapse: collapse; margin: 0 0 18px;\">\n<tbody>\n<tr>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Permission<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">It Allows<\/th>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Add New Booking<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Creating bookings<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">View All Bookings<\/strong> \/ <strong style=\"color: #111827;\">View Own Bookings<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Viewing the bookings (own = the ones they created)<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Edit \/ Delete All Bookings<\/strong> \/ <strong style=\"color: #111827;\">Edit\/Delete Own Bookings<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Editing and deleting<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Manage Employee Breaks<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Blocked time<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Manage Booking Settings<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The settings page<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2 style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">What Is Available and Not Available<\/h2>\n<table style=\"width: 100%; border-collapse: collapse; margin: 0 0 18px;\">\n<tbody>\n<tr>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Feature<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Status<\/th>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">A daily \/ weekly \/ monthly calendar for each employee<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Available<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Multiple services and an employee for each service<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Available<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Service packages<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Available<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">A waitlist<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Available<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Payment from the point of sale<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Available<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Client online booking<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Not available in the new version<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">A deposit or a cancellation or no-show fee<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Not available<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Reminding the client with messages<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Not available automatically<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Reports specific to bookings<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Not available \u2014 use the sales, point of sale, and commissions reports<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2 style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Frequently Asked Questions<\/h2>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Why am I asked to open a session when paying?<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Because booking payment is done from the point of sale and requires an open session.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Why can&#8217;t I edit the booking?<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">An invoice was created for it, or you don&#8217;t have the permission to edit.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Does the system prevent booking a busy employee?<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">An alert appears only and it doesn&#8217;t prevent saving.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Does the booking record revenue?<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">No, the revenue is recorded when payment is made and the invoice is created.<\/p>\n<\/div>\n","protected":false},"author":17,"featured_media":0,"template":"","categories":[2083,2070,2084],"tags":[21759,21755,21757,21756,21763,21760,21767,21766,21758,21754,21761,21764,21762,21765],"class_list":["post-150591","tutorial","type-tutorial","status-publish","hentry","category-bookings","category-operations","category-manage-bookings","tag-blocked-time","tag-booking-calendar","tag-booking-packages","tag-booking-services","tag-booking-settings","tag-booking-statuses","tag-does-the-booking-record-revenue","tag-does-the-system-prevent-booking-a-busy-employee","tag-employee-shift-schedule","tag-new-booking-system","tag-pay-booking-from-point-of-sale","tag-switch-from-classic-booking","tag-waitlist","tag-why-am-i-asked-to-open-a-session-when-paying"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>The New Booking Cycle: Services, Packages, Employee Shifts, Calendar, and Payment from the POS - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/the-new-booking-cycle\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The New Booking Cycle: Services, Packages, Employee Shifts, Calendar, and Payment from the POS - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"This guide explains the new booking cycle (Booking Management) in the system: enabling, setting up the services, packages, and employee shifts, then creating the booking from the calendar, moving it by drag and drop, changing its statuses, then payment from the point of sale and issuing the invoice. 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