Find who created a booking

In the sales application: Identify the account that recorded an appointment when reviewing a booking issue.

1. Step 1

   Open Services > Appointments. The Created by column shows the account name and when the booking was recorded.

2. Step 2

   Select the appointment, or its card in the daily schedule, to view Created by and Booking created at in the company time zone.

3. Step 3

   The creator is the user who entered the booking. The Service provider performs the session and may be a different person.

4. Step 4

   The creator is recorded automatically from the account used when saving. Recording payments, completing or cancelling the appointment does not change the original creator.

Each employee needs a separate account for accurate attribution. A shared account identifies the account only, not the person who used it.