Optni AIHelp guides

Calendar and bookings

Confirm, reschedule, cancel or complete a booking

Open any booking from the calendar, Today or a contact's page. The buttons you see depend on whether it has started.

Who can do this: Everyone.

Steps

  1. Step 1: To confirm a booking the AI made, select Confirm booking.

    A booking awaiting confirmation with the Confirm booking button ringed.

  2. Step 2: To move it, select Reschedule and pick a new time.

    Then select Move to … to save. Max texts the customer the new time.

    A booking with the Reschedule button ringed.

  3. Step 3: To cancel, select Cancel, then Yes, cancel.

    The second click is a safety check. Select Keep it if you change your mind.

    A booking with the Cancel button ringed.

  4. Step 4: After it starts, select Completed or No-show.

    Completed can trigger a review request text if the location has a review link.

    A booking that has started, with Completed and No-show buttons.

Statuses

  • Awaiting confirmation — booked by the AI, waiting for staff.
  • Confirmed — good to go.
  • Completed, No-show, Cancelled — finished. These can't be changed.

Bookings from outside calendars

A booking imported from a connected calendar without an Optni booking type can't be moved here. Move it in the calendar it came from.