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Learn how to use the platform along with some tips and tricks

Mark a booking as booked

Mark an event as booked at any point, skipping whatever's left of the usual quote and contract steps.


Open a booking request and click Workflow to see what it still needs — quote, contract, payment. Mark as Booked skips past all of that. It marks the event as booked right away, whatever stage the request is at. Use it when you've already booked the event some other way and want your records here to match.

Mark a booking as booked

  1. Open the booking request from your Events page.

    The Events list, with the booking request

  2. Click Workflow.

  3. Next to Booking, click Mark as Booked.

    The Workflow menu, open to the Booking step and its Mark as Booked action

  4. Fill in Reason for marking as booked.

  5. Click Mark as Booked.

    The Mark Event as Booked form, with a reason filled in

Good to know

  • This skips every other step in the workflow, no matter what state it's in. It can't be undone.
  • The customer gets a notification that their event is now booked. It also shows a Booked badge on their own bookings list.

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