Booking terms

Understand the words that change the workflow.

Search one practical reference. Each term explains the rule behind it, why it matters, and the mistake to avoid.

Find a booking concept

39 connected concepts across 5 operating areas.

39 concepts

All concepts

Booking rules

Appointment

A reserved period connecting a customer or attendee to a service, provider, place, and any required resources.

Why it matters
Changing one part can invalidate the whole reservation.
Common mistake
Treating it as only a calendar event.
Open Business workflow fit
Booking rules

Appointment scheduling software

Booking software described around one-to-one or staff-led services, such as consultations, treatments, lessons, and visits.

Why it matters
The wording usually emphasizes matching a customer, service, provider, and time rather than reserving a standalone asset.
Common mistake
Assuming the label proves support for every staff, location, payment, or resource rule.
Open Fit, cost and setup
Booking rules

Availability intersection

A slot that remains valid only when staff, service, location, resource, duration, buffer, travel, time-off, and existing-booking rules all agree.

Why it matters
It is the core double-booking control model.
Common mistake
Showing a location's open hours as bookable staff time.
Open Staff, resources and locations
Booking rules

Booking software

An umbrella term for a system that lets a customer request or reserve an allowed service, time, place, person, class place, or resource while enforcing the business's booking rules.

Why it matters
It keeps the complete customer-to-staff workflow in view instead of reducing the job to a calendar link.
Common mistake
Assuming the label guarantees the particular staff, payment, capacity, change, or recovery behavior you need.
Open Fit, cost and setup
Booking rules

Buffer

Blocked time before or after a service for preparation, cleanup, recovery, or travel.

Why it matters
The buffer consumes availability even though the customer may not see it as service time.
Common mistake
Adding a note without blocking the time.
Open Staff, resources and locations
Booking rules

Capacity

The maximum number of bookings or attendees that a class, room, staff pool, or resource can accept at the same time.

Why it matters
Capacity can belong to more than one object in the same booking.
Common mistake
Using class seats to represent a scarce room or employee.
Open Staff, resources and locations
Booking rules

Class

One scheduled occurrence with multiple attendee places, usually controlled by capacity and attendee-level states.

Why it matters
A class cancellation and an attendee cancellation have different consequences.
Common mistake
Calling several recurring private appointments a class.
Open Recurring bookings and packages
Booking rules

Lead time

The minimum notice required before a customer may create, change, or cancel a booking.

Why it matters
Creation, rescheduling, and cancellation may need separate limits.
Common mistake
Testing only new bookings and assuming edits follow the same rule.
Open Business workflow fit
Booking rules

Pooled resource

A group of interchangeable rooms, chairs, vehicles, or equipment from which one available unit can satisfy a booking.

Why it matters
It avoids forcing the customer to select an irrelevant individual asset.
Common mistake
Counting the pool without reserving a specific unit at confirmation.
Open Staff, resources and locations
Booking rules

Recurring series

Multiple linked occurrences created from one repeating rule, with both occurrence-level and series-level changes.

Why it matters
One unavailable date should not silently corrupt every occurrence.
Common mistake
Assuming recurrence is the same as a class, package, or membership.
Open Recurring bookings and packages
Booking rules

Reservation system

Software that allocates limited time, capacity, rooms, equipment, places, or other resources to a customer or attendee.

Why it matters
The word reservation often signals that capacity or an asset matters alongside the calendar time.
Common mistake
Treating booking, appointment, and reservation labels as proof of different capabilities without testing the workflow.
Open Staff, resources and locations
Booking rules

Round robin

An assignment rule that distributes eligible bookings among multiple providers using a defined availability or fairness policy.

Why it matters
The assignment policy changes which slots are offered and who owns the booking.
Common mistake
Assuming all round-robin methods distribute work identically.
Open Staff, resources and locations
Booking rules

Service eligibility

The rule connecting a service to the staff, location, duration, equipment, and delivery mode allowed to perform it.

Why it matters
A free employee is not necessarily qualified or correctly located.
Common mistake
Making every service available to every employee and location.
Open Staff, resources and locations
Booking rules

Travel window

Time reserved between appointments so a mobile provider can move between locations or service addresses.

Why it matters
Travel changes real availability and may vary by route.
Common mistake
Allowing back-to-back appointments in different places.
Open Staff, resources and locations
Booking rules

Waitlist

A queue of customers interested in a currently unavailable class, slot, or provider, with rules for offers, expiry, and confirmation.

Why it matters
A waitlist place is not yet a confirmed booking.
Common mistake
Overbooking capacity when notifying several people at once.
Open Recurring bookings and packages
Money

Authorization

A payment-provider hold or approval that reserves spending capacity without necessarily completing the final charge.

Why it matters
It is a different money state from a captured payment.
Common mistake
Reporting an authorization as settled revenue.
Open Payments and no-shows
Money

Card on file

A provider-managed reusable payment credential or token associated with a customer, subject to consent and gateway rules.

Why it matters
The booking system should not handle raw card details itself.
Common mistake
Assuming a saved token can move freely between payment providers.
Open Payments and no-shows
Money

Deposit

An amount collected before final service completion and linked to the remaining balance, cancellation policy, refund, and receipt trail.

Why it matters
A deposit must reconcile through every later money state.
Common mistake
Treating it as a separate sale with no link to checkout.
Open Payments and no-shows
Money

Package credit

A count or value entitlement consumed when an eligible booking is confirmed and restored only under defined cancellation rules.

Why it matters
The customer and staff need an explainable credit ledger.
Common mistake
Using payment status as the credit balance.
Open Recurring bookings and packages
Money

Reconciliation

Matching booking, deposit, balance, fee, tip, tax, refund, receipt, gateway, and accounting records to explain the final money state.

Why it matters
Disconnected totals hide duplicate or missing money movement.
Common mistake
Checking only that a charge succeeded.
Open Payments and no-shows
Money

Refund and credit

A refund returns value through a payment route; a credit preserves value for future use under business rules.

Why it matters
They affect cash, customer entitlement, reporting, and expiry differently.
Common mistake
Using the terms interchangeably.
Open Payments and no-shows
Calendars

Busy event

An external calendar event whose availability status should prevent conflicting booking slots when included in conflict rules.

Why it matters
Not every visible event is necessarily marked busy.
Common mistake
Assuming event presence alone blocks booking.
Open Integrations and data flow
Calendars

Calendar

A record of events and time that may supply availability or receive confirmed appointments but does not by itself enforce a customer booking workflow.

Why it matters
Its role, direction, and source-of-truth rules determine whether an event blocks or merely records a booking.
Common mistake
Treating any calendar connection as a complete booking system or proven two-way synchronization.
Open Integrations and data flow
Calendars

Calendar of record

The system designated as authoritative for a particular appointment or availability state when several calendars are connected.

Why it matters
Ownership determines which edit should win after conflict.
Common mistake
Allowing every connected calendar to behave as the master.
Open Integrations and data flow
Calendars

iCalendar feed

A URL or file using the iCalendar format to publish event data, often as a one-way subscription rather than live two-way control.

Why it matters
Refresh timing and direction affect conflict protection.
Common mistake
Calling every ICS feed two-way synchronization.
Open Integrations and data flow
Calendars

One-way sync

A connection where changes travel from one system to another but not necessarily back again.

Why it matters
The direction must match the intended source of truth.
Common mistake
Editing the destination and expecting the booking record to update.
Open Integrations and data flow
Calendars

Two-way sync

A connection that can propagate defined changes in both directions, subject to ownership, mapping, latency, and conflict rules.

Why it matters
Two-way does not mean every field or action is supported.
Common mistake
Treating the label as proof of identical real-time behavior.
Open Integrations and data flow
Calendars

Time-zone ownership

The explicit rule for which zone stores, displays, edits, and communicates a booking time for customer, provider, location, and calendar.

Why it matters
Daylight-saving and cross-zone edits can otherwise shift appointments.
Common mistake
Using the viewer's browser zone as the only rule.
Open Business workflow fit
Data and integrations

API

A defined interface through which software can read or change permitted data and actions.

Why it matters
Coverage, authentication, limits, versions, and errors determine whether an integration is workable.
Common mistake
Assuming an API exposes every action available in the user interface.
Open Integrations and data flow
Data and integrations

Idempotency

A property that lets a repeated request produce the intended single effect rather than a duplicate booking, charge, or message.

Why it matters
Networks retry after timeouts even when the first attempt may have succeeded.
Common mistake
Retrying create or charge requests without a stable key.
Open Integrations and data flow
Data and integrations

Rate limit

A service rule limiting how many API actions may occur within a period or concurrency window.

Why it matters
Imports and automations need pacing, queues, and recovery.
Common mistake
Treating a throttled request as permanently failed.
Open Integrations and data flow
Data and integrations

Stable identifier

A durable unique value used to connect the same customer, booking, payment, or resource across exports and systems.

Why it matters
Names, email addresses, and row numbers can change or collide.
Common mistake
Matching migrated records by display text alone.
Open Build, buy or extend
Data and integrations

Webhook

An event message sent to another system when a defined change occurs, usually requiring authentication, retries, and duplicate handling.

Why it matters
Delivery can be delayed, repeated, or arrive out of order.
Common mistake
Assuming one delivery attempt proves reliable synchronization.
Open Integrations and data flow
Ownership and safety

Audit log

A dated record of who or what changed a state, from which path, and often what changed before and after.

Why it matters
It supports investigation, correction, permissions review, and accountability.
Common mistake
Using a generic activity feed as proof of complete audit coverage.
Open Build, buy or extend
Ownership and safety

Data portability

The practical ability to export usable records, relationships, identifiers, files, and history into another process or system.

Why it matters
A download is useful only when the important meaning survives.
Common mistake
Counting a customer CSV as a complete exit path.
Open Build, buy or extend
Ownership and safety

Least privilege

Giving each customer, provider, receptionist, manager, integration, or administrator only the access required for their role.

Why it matters
Booking data can include sensitive operational and personal information.
Common mistake
Making every staff user an administrator for convenience.
Open Build, buy or extend
Ownership and safety

OAuth

A delegated authorization method that lets a service access defined parts of another account without receiving the user's password.

Why it matters
Scopes, token ownership, expiry, revocation, and refresh behavior affect the integration.
Common mistake
Treating authorization as permanent or unlimited access.
Open Integrations and data flow
Ownership and safety

Retention rule

A defined period and process for keeping, archiving, anonymizing, or deleting a category of data.

Why it matters
Operational, contractual, and qualified legal requirements may differ by record type.
Common mistake
Keeping everything forever because storage is available.
Open Build, buy or extend
Ownership and safety

Source of truth

The system or record designated as authoritative when copies disagree.

Why it matters
Every integration and migration needs a conflict owner.
Common mistake
Declaring two editable systems equally authoritative without reconciliation rules.
Open Build, buy or extend

Use the terms in context