Booking stages (board view)
Track every booking on a stage board inside Bookings. Stages update automatically, and manual moves stick.
The board view shows all your bookings as cards on a stage board. Each card shows the booking's value and whose move it is next. Use the board to see where every booking stands.
Where to find it: Bookings, then switch the view to Board (/dashboard/bookings?view=board). The board may be a Pro feature on your plan — if it is locked, the page shows a preview.
The 9 stages
Cards move through these columns, in order:
- Request
- Quote sent
- Awaiting payment
- Booked
- In progress
- Delivered
- Paid
- Reviewed
- Archived
Accepting a request, a client accepting your quote, or a customer booking a package that confirms automatically puts the booking at Awaiting payment. The first successful payment moves it to Booked; Paid means every payment and invoice on the booking is settled.
Automatic and manual stages
- bzar moves cards automatically as work happens. For example, a paid deposit moves the card to Booked.
- Drag a card to set the stage yourself. A manual move sticks — automatic updates no longer move that card.
- When you drag a card to a stage that matches a booking status, the booking's status updates too.
Card value
Each card's value comes from the booking's quotes and invoices. You do not enter it by hand. See quotes and invoices.
Good to know
- The same bookings appear in the Bookings list and calendar views — the board is just another way to look at them.
- Open a card to see the full booking: its price and date, quotes, contract, payments, forms and files, messages, and the client page link. See bookings and the client page.
Bookings and the client page
Each booking is one client's event with you, on one page — price and date, quotes, contract, payments, forms, files and messages — with a private client page link.
Inquiry forms and questionnaires
Ask customers the right questions when they request a package, and send planning questionnaires after they book.