Archive or delete a booking request

Once a booking request is finished, its card in Inbox gets two more buttons: Archive and Delete. A request is finished when it's Declined, Missed or Canceled.

Archive a request

Archive keeps the request for your records and hides it from your lists. Nothing is sent to the customer.

1. Click Inbox in the left menu and open the conversation.
2. On the request card, click Archive.

The conversation is closed and leaves your Inbox lists (Open, Closed and All). Its entry in Work → Requests moves to Archived too.

Find an archived request

1. In Inbox, open the list at the top and choose Archived.
2. Open the conversation. The request card is marked Archived.
3. To bring it back, click Restore on the card. The conversation shows under Closed again.

If the customer emails you again, the conversation comes back into your Inbox on its own, so you never miss a reply.

Delete a request

Use Delete for test or spam requests you don't want to keep.

1. Open the conversation in Inbox.
2. On the request card, click Delete.
3. Click Delete again to confirm.

Deleting removes the request for good, with its entry in Work → Requests, its card in Inbox and the automatic reply that went with it. Emails you exchanged with the customer stay in their conversation. This can't be undone.

Who can do it

• Archive and Restore: people whose role includes Schedule & jobs, the same people who answer booking requests.
• Delete: only people whose role includes Delete customers & requests (Owners, for example). See Roles and permissions.

Still waiting or approved?

Archive and Delete are only for finished requests.

• A waiting request needs an answer first: approve it, suggest other dates or decline it. To let it go without emailing the customer, click Decline and untick Tell them by email. See Answer an event request.
• An approved request is on your schedule. Cancel the event instead, so its history stays.