Chapter 8 · When someone books
After someone books
When a client books on your booking page, Mankai does the paperwork for you. You get an email, and the session appears in your list with the client linked to it.
This lesson follows one booking, Maria Garcia's Family Session, from the email to what is waiting on the session page.
Step by step
Get there
Open the email that starts with New booking, then press View session.
Or press Sessions in the top bar, then All Sessions.
Press the new booking in the Upcoming list.
What Mankai set up for you
Look at the top of the page. It shows the client, the price and what is still owed.
Look at Questionnaire and Documents. Green badges mean the client finished them while booking.
Look at Balance due. It shows the deposit the client paid and what is left.
Look at the Activity card. It keeps a log of the booking, the contract and the payment.
The client
Press View client.
Read the panel that opens. It shows the client's total value and every session they have booked with you.
A client who books for the first time is added to your Clients list automatically.
You're done when
You know where a new booking shows up and what Mankai has already set up. Next, work on the session.
If something's not right
I did not get the New booking email
It goes to the studio email address in Settings under General. Check your spam folder, then send a test email to see that email reaches you.
Does the client get an email too?
Yes. The client gets a Booking Confirmed email with the date and time.
The booking is not in the list
The list opens on Upcoming. A session in the past is under Past, and one with no date is under No date.