• Exporting Booking Details

  To export your booking details from Cal ID, follow these steps to generate a CSV or Excel file containing all your appointment data. | Exporting Booking Details Exporting allows you to take your scheduling data into external tools like Excel or Google Sheets for advanced reporting and analysis. || How to Export Your Data Step Action Description 1 Go to Bookings Open the Bookings tab from the main sidebar. | 2 | Filter your View | Choose thFew readers

• How to See Booking Details

  In Cal ID, you can easily access comprehensive information for any scheduled appointment—past or upcoming—through your central dashboard. | How to See Booking Details Viewing your booking details allows you to see everything from the attendee's timezone and contact info to specific meeting notes and automated workflow statuses. || Step-by-Step Instructions | Step | Action | Description | | 1 | Navigate to Bookings | Click the Bookings tab in the left-hand sidebarFew readers

• Mark Guests as No Show

  In Cal ID, you can maintain accurate meeting records by marking guests as "No-Show" for past appointments where attendees failed to appear. This ensures your booking history reflects reality and allows for better follow-up management. | Marking Attendees as No-Show Tracking attendance helps you distinguish between successful meetings and missed sessions directly from your dashboard. || Step-by-Step Instructions | Step | Action | Description | | 1 | **Navigate to Past BookFew readers

• Monitoring Notification Delivery with Workflow Status

  The Workflow Status tool lets you see exactly what happens after a meeting is booked. It tracks every email or WhatsApp or SMS message sent by the system or by your custom workflows, so you always know if your attendee got the information. || How to Check the Status Go to Bookings: Click Bookings in the left menu. Find the Meeting: Look for the specific meeting in your list. Click the Button: Click the Workflow Status button (it has a lightning bolt icon) onFew readers

• Canceling and Rescheduling Bookings

  As a host, Cal ID gives you full control over your scheduled appointments. You can easily cancel a meeting, pick a new time yourself, or send a quick request to your attendee asking them to select a better time. Furthermore, your attendees also have the flexibility to manage their own appointments directly from their inbox if you allow it. Any updates made by either party will automatically trigger an updated email notification to both the host and the attendee. | Part 1: For the Host Hosts caFew readers

• Reassigning a Team Booking (Round Robin)

  In a Team Round Robin event type, meetings are automatically distributed among available team members. However, if the assigned host becomes unavailable due to an emergency, shift change, or scheduling conflict, you can easily hand over the booking to another qualified team member without canceling the meeting. | How to Reassign a Round Robin Booking Go to Bookings: Click on the Bookings tab in your left-hand sidebar menu. Locate the Meeting: Find the specific team bookinFew readers