Operations
Bookings and jobs
Every visit, from request to done.
The problemJobs live in messages and notebooks, so people get double-booked and nobody is sure what is confirmed.
The resultEvery booking sits in one list with its customer, service, time, team and status, so you know what happens next.
What you can do
- Book a visit for a customer with a service, a time, a place and the team
- Book one job over several days as linked visits, and add extra services with their own hours
- Filter the list by date range, status and who is assigned
- Select several bookings and assign staff, add a service or change the status in one go
- Confirm, complete, cancel or mark a no-show, and give a reason when you cancel
- Open a booking to see its price, its team and its invoice link
- Let a customer book a number of hours for an hourly service; the booked hours are what is done and invoiced, and nothing is paid until the visit is completed
How it works
Book
Start from New booking. Pick the customer, the service, the time and the people going. The form tells you if the time clashes with another booking.
Confirm
A new booking can wait as pending until you confirm it. Only a pending booking can be confirmed.
Complete
When the work is done, mark the booking completed. Staff hours and any extras are recorded on the booking.
Bill
The booking page has a Money tab that shows what the customer pays and what you keep, and a way to invoice the visit or link an existing invoice. A visit the customer booked in the app with a saved card shows the card's brand and last four digits; once the invoice is posted the card is charged after a short delay, and the booking shows whether that went through, was skipped or failed, with the reason.
Who can use it
Owners, Admins, Managers, Staff and Accountants can use this.
You need permission to view bookings to open the list. Creating, changing, assigning staff, completing and cancelling are separate permissions, and a role can be limited to the bookings assigned to the person.
Ask Heyva AI
Who is booked tomorrow?
Show bookings that still need confirming
Book a standard clean for a customer next Tuesday at 9
Move tomorrow's 9 o'clock booking to 11
Questions
Why do I see Jobs, not Appointments?
Can I change a booking's status back?
How do I book a job that takes two days?
What is the difference between cancelling and deleting?
Where do I invoice a visit?
A customer booked 3 hours. Do we bill the time we spent, and when do they pay?
For AI agents
Heyva AI and connected assistants can do this with these tools:
heyva_list_appointmentsheyva_get_appointmentheyva_create_appointmentheyva_update_appointmentheyva_set_appointment_statusheyva_create_appointment_batchheyva_group_appointments