Managing bookings

The Bookings screen is the home for every call on your workspace's calendar — upcoming, past, and cancelled. From here you can search for a specific booking, review its details, and jump to follow-up actions like rescheduling or recording an outcome.

The Bookings screen

Open Bookings from the sidebar to see your calls in a single list, sorted by time.

What you see depends on your role:

• Owners and admins see every booking in the workspace.
• Members see only the calls they personally host.

Each row shows, at a glance:

The ⋯ menu at the end of each row holds the quick actions: Reschedule, Manage hosts, Cancel, Mark as no-show, and Copy attendee email.

Upcoming / Past / Cancelled

Three tabs across the top split the list by where each call sits in its lifecycle:

• Upcoming — confirmed calls that haven't happened yet, sorted soonest-first.
• Past — calls whose start time has already passed (including ones marked no-show), most recent first.
• Cancelled — calls that were called off, most recent first.

The list shows up to 100 bookings at a time, so use the tabs and filters below to narrow things down.

Filters & search

A filter bar sits above the list (on a phone, tap Filters to open it). Combine any of these to find what you need:

• Attendee — type a name or email to search. This matches the guest's name or email address only — not their company or any notes.
• Event type — show only calls booked through a specific event type.
• Campaign — if you tag your booking links with campaigns, filter to one of them. (This option only appears once you have campaign-tagged bookings.)
• From / To — limit the list to a date range.

A counter shows how many filters are active, and a Clear button resets them in one click.

Booking details

Click any row to slide open the booking details panel. It pulls everything about that call into one place:

• Time — full date, start and end time, duration, and timezone.
• Attendees — every guest, with the main contact marked Primary and a link to view their contact record.
• Location — the meeting link (Google Meet, Microsoft Teams, Zoom, or Zoho Meeting), phone number, in-person address, or custom link, depending on how the event type is set up and which location the invitee chose.
• Notes & responses — anything the guest filled in on the booking form.
• Where the booking came from — the traffic source and campaign details, if the link was tracked.
• Booking info — when it was booked, a copyable booking ID, and (for rescheduled calls) a link back to the original.

For past calls, the panel also shows the Call outcome section at the top — either a form to record the result, or a read-only summary once you've logged one. See Recording call outcomes.

The 'Outcome needed' filter

When a call is over, Preb expects you to log how it went. Any past call without a recorded result shows an amber Outcome needed badge in the Outcome column — click it to jump straight to the outcome form.

To work through them in a batch, open the Past tab and turn on the Outcome needed toggle in the filter bar. The list narrows to only the past calls still waiting on a result, so you can clear them one by one.